Jobs in GoTaskhub
Updated 2025-11-06
Jobs in GoTaskhub help you plan on-site work, keep details and files together, and move smoothly from quote → job → invoice. With conflict checks against your Google or Outlook (Microsoft 365) calendars, you won’t double-book your team.
What a Job includes
- Customer & location (address, on-site notes)
- Schedule (start & end time, duration)
- Assignees (team members responsible)
- Items & pricing (optional if converting from quote)
- Status (Draft, Scheduled, In progress, Completed, Cancelled)
- Attachments (photos, PDFs, docs)
- Activity log (edits, sends, status changes)
Create a Job
- From a quote: open an Approved quote and click Create Job.
- From the calendar: go to Dashboard → Calendar and click a time slot, or use New Job.
- Fill in customer, location, start/end, and assignees. Add notes or attachments as needed.
- Click Save. If there’s a clash, you’ll see a conflict warning before booking.
Avoid double-booking
GoTaskhub checks overlaps against existing jobs and your connected Google/Outlook calendar events, including partial overlaps (e.g., 10:00–11:00 vs 10:30–11:30). Adjust times or reassign to resolve conflicts.
- Filter the calendar by assignee to see individual workloads.
- Keep external calendars connected so personal events are considered.
Work the Job
- Attach photos, method statements, or checklists for on-site teams.
- Update status as work progresses: Scheduled → In progress → Completed.
- Use comments/notes to keep communication and instructions in one place.
Invoice when the Job is done
From the Job, choose Create Invoice to bill for completed work. If an invoice already exists, GoTaskhub prompts you to update it only if the job has changed, preventing duplicate or stale invoices.
- Send invoices by email with a secure client-portal link for online payment.
- Download the PDF or resend if needed — all actions appear in the activity log.
Tips
- Standardize statuses and labels so teams know exactly what each stage means.
- Use attachments to keep photos and site docs tied to the job record.
- Connect Google or Outlook in Settings → Integrations to power conflict checks.
Troubleshooting
I’m seeing job conflicts
Check whether the overlapping events are on a Google/Outlook calendar you haven’t selected. Try re-connecting the integration and verify assigned assignee calendars.
I can’t edit a job
Jobs linked to sent invoices or locked by automation may restrict edits. Set status back to Draft or adjust permissions if appropriate.
The invoice didn’t update
If an invoice already exists, GoTaskhub will only prompt to update it when the job changed. Reopen the job, confirm changes, and use Create/Update Invoice again.
Frequently asked questions
How do I create a job?
From Calendar, click a time slot or use New Job. Or convert an approved quote to create a job with details prefilled.
Does GoTaskhub prevent double-booking?
Yes. When you create or edit a job, GoTaskhub checks overlaps against your existing jobs and connected Google/Outlook calendar events.
Can I attach files and track activity?
Yes. Upload documents and photos to a job and view the activity log for status changes, sends, and edits.
How do I invoice a job once it's complete?
Open the job and choose Create Invoice. If an invoice already exists, you’ll be prompted to update it only if the job has changed.