> ## Documentation Index
> Fetch the complete documentation index at: https://docs.shopwrk.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Schedule and manage jobs from estimate to completion
> Turn approved estimates into scheduled jobs, assign technicians and bays, track progress through status stages, and finish work using notes and checklists.
A job in ShopWrk represents the actual work being performed on a vehicle. Jobs are typically created by converting an approved estimate, though you can also create a job directly from the calendar. From there you schedule it, assign your team, track time and progress, and finally mark it complete before sending an invoice.
## How estimates become jobs
When a customer approves an estimate, open the estimate and click **Convert to Job**. The conversion page shows a summary of the customer, vehicle, and services from the estimate so you can confirm the details before proceeding.
You can optionally set the date, time, technician, and bay number at this point, or leave them blank and schedule later. Click **Convert to Job** to create the job record and be taken directly to the job detail page.
Jobs can also be created directly from the calendar without a pre-existing estimate. Open the calendar, click **New Job**, and fill in the customer, vehicle, and services manually.
## Job statuses
Jobs move through the following statuses as work progresses:
| Status | Meaning |
| ------------------ | --------------------------------------- |
| **Scheduled** | Job is booked with a date and time |
| **In Progress** | Work has started on the vehicle |
| **Pending Review** | Work is done and awaiting quality check |
| **Completed** | Job is finished and ready for invoicing |
| **Cancelled** | Job was cancelled before completion |
Change the status at any time from the job detail page using the status dropdown at the top of the overview tab.
## Scheduling a job
Open a job and set the scheduled date and time from the job detail page. Jobs with a scheduled date appear on the **Calendar** view, where you can see all jobs across your bays and technicians.
If you use Google Calendar sync, jobs with a scheduled date and time will appear in your connected Google Calendar automatically.
## Assigning technicians and bays
Technician and bay assignment can be done at two levels:
From the job detail page, set the primary technician and bay number for the entire job. This is the assignment shown on the calendar.
Within the **Services** section on the job overview, each service line has its own technician selector. Use per-service assignment when different technicians handle different parts of the job — for example one tech for window tint and another for PPF.
## Tracking job progress
The job overview tab gives you everything you need to track progress in real time:
* **Status dropdown** — change the job status as work moves forward
* **Services list** — see all booked services with their assigned technicians
* **Customer notes** — notes visible to the customer in the portal
* **Internal notes** — staff-only notes not shown to customers
* **Materials** — if inventory tracking is enabled, the materials consumed by this job are listed here
### Checklists
Once a job reaches **In Progress** status, any checklists assigned to this job type appear at the bottom of the Notes section. Technicians can check off items as they complete them. Checklists are not visible to customers.
## Job detail tabs
The job detail page has three tabs:
Services, notes, pricing, deposit status, payments, and checklists.
Before and after photos. The badge on this tab shows how many images have been uploaded.
Contracts, consent forms, and other documents associated with this job.
## Pricing, deposit, and payments
The right-hand column of the job overview shows:
* **Subtotal, tax, and total** — pulled from the services on the job
* **Deposit status** — shows how much deposit has been collected versus required
* **Send invoice button** — opens the new invoice form pre-populated with this job's services and customer
If a deposit was set on the original estimate, you can send a deposit request to the customer by email or SMS directly from the job page.
## Marking a job complete
When the work is finished, change the job status to **Completed** using the status dropdown. At this point you can create an invoice for the job by clicking **Send invoice** in the pricing card.
Deleting a job is permanent and cannot be undone. The **Delete** button is available at the top right of the job page. Only delete a job if you are certain it should not be invoiced or archived.