Operations

Job scheduling that fits your day

Convert quotes into scheduled jobs with dates, times and status. Attach notes, images, and files. See what’s scheduled and what’s next.

Schedule timesNotes & files
Jobs scheduling visual

Structured delivery

  • Statuses: Scheduled → Completed
  • Clear timelines
  • Customer context

Keep context

  • Notes & attachments
  • Photos & checklists
  • Activity history

Ready to bill

  • Create invoices fast
  • Reduce admin
  • Get paid sooner

On-site proof

  • Capture photos
  • Tick checklists
  • Add signatures (optional)

Resource-aware

  • Assign techs
  • Avoid overlaps
  • Calendar context

Easy migration

  • CSV import/export
  • Bulk updates
  • Consistent templates

How it works

Convert from quote

Set date/time and assign the right team.

Execute

Add notes, photos, and files while on-site.

Update status

Move from Scheduled to Completed as work finishes.

Invoice

Generate an invoice from job details in one click.

Field-ready

Update jobs from mobile while on-site.

Time-aware

Stay aligned with your calendar and avoid overlaps.

Documented

Keep everything tied to the job for clean handoffs.

Location context

Store addresses and directions right on the job.

Photo capture

Attach before/after photos for proof of work.

Quality control

Standardize with checklists and reduce rework.

Connected features

Invoices

Bill straight from job details.

Learn more

Calendar

Avoid double-booking.

Learn more

What is job scheduling?

Job scheduling is assigning time, people, and resources to deliver work on a specific date. In GoTaskhub, you convert approved quotes to jobs, set date/time and assignees, keep notes and files in one place, and track status from Scheduled to Completed—so work flows without constant check-ins.

Owner / Manager

See the schedule at a glance, balance workloads, and spot delays early. Keep quality high with standard checklists.

Dispatcher / Coordinator

Book jobs with the right techs, attach directions and files, and keep customers informed without endless calls.

Field Technician

Know where to be and what to do. Add notes and photos on-site, tick steps, and mark the job complete from your phone.

Common use cases

  • Service & maintenance: Schedule recurring visits with photos and signed checklists.
  • Installations & repairs: Keep parts/labour notes attached for accurate billing.
  • Emergency call-outs: Create jobs fast, assign nearest tech, and capture proof.
  • Multi-day projects: Split work across dates and track status without losing context.

Calendar vs. Kanban vs. Spreadsheets

Spreadsheets are flexible but fragile and don’t travel well to the field. Kanban is great for flow and status but lacks time granularity. Calendar-based scheduling in GoTaskhub gives you dates, times, and assignees—while keeping job context, files, and checklists together for frictionless delivery.

Pros

  • Fast scheduling with clear statuses
  • Complete job context (notes, photos, files)
  • Mobile-first updates from the field
  • Invoice directly from job details

Cons (and mitigations)

  • Overbooking risk → use calendar views & saved filters
  • Missed steps → standardize with checklists
  • Lost context → attach files/photos to the job
  • Delayed billing → invoice from job to close faster

Common pitfalls & how to fix them

  1. No standard steps: Add checklists to ensure quality and speed training.
  2. Poor comms: Keep notes and photos on the job to reduce back-and-forth.
  3. Unclear ownership: Assign a primary owner for every job.
  4. Slow invoicing: Generate invoices from job details to eliminate re-typing.
  5. Scattered files: Attach documents so everything is one click away.

Real-world examples

Electrical install: Convert the accepted quote, schedule a two-hour slot, attach the wiring diagram, and capture completion photos for the invoice.

Cleaning route: Schedule recurring weekly jobs, tick checklists on-site, and add photos for QA and client reports.

Security & privacy

Role-based access helps limit who can schedule, edit, or complete jobs. Activity history provides accountability, and exports give you controlled reporting when needed.

Glossary

Job
A scheduled piece of work linked to a customer, location, and scope.
Checklist
A set of repeatable steps to ensure quality and consistency.
Proof of work
Photos, notes, and files captured on-site to support billing and QA.
Conversion
Turning an approved quote into a scheduled job with one click.

Customer reviews

Schedule clearly, deliver consistently, and bill faster.

Photo of Emma R.

Emma R.

★★★★★

Scheduling is straightforward and fast. Our techs upload photos on-site and we invoice the same day—no paperwork pileups.

Photo of Luca D.

Luca D.

★★★★★

Statuses and checklists keep jobs moving. We see what’s scheduled, in progress, or blocked without chasing messages.

Photo of Sofia M.

Sofia M.

★★★★★

The handoff from quote to job is seamless. Notes and attachments stay with the job, which made billing way more accurate.

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Frequently asked questions

Can I attach files and photos to jobs?

Yes—attach photos, PDFs, and documents so context travels with the job.

Does scheduling work on mobile?

Absolutely. Field teams can view jobs, add notes, tick checklists, and upload photos on the go.

How do we avoid double booking?

Use the calendar context and saved views to see upcoming workload and prevent overlaps.

Can we invoice from the job?

Yes—generate invoices directly from job details to reduce admin and errors.

Do jobs support checklists?

Yes. Add checklists for repeatable steps and stronger quality control.

Can we convert from a quote?

In one click, convert an approved quote to a job with the right customer and scope.