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A job in Revenue Sol captures everything your team needs to deliver work in the field: who the customer is, what service they need, where to go, when to be there, and who is assigned. Once a job exists, it flows onto your dispatch board, calendar, and the technician’s mobile app, and it becomes the basis for quotes, invoices, and payments.

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Create a job from scratch

Open the Jobs area and start a new job. Fill in the details below, then save to put the job on your schedule.
1

Choose the customer

Select an existing contact, or add a new one on the spot. Linking a job to a contact keeps the full history of calls, texts, quotes, and invoices tied together. See Contacts to manage your customer records.
2

Pick the service

Choose the type of work being performed (for example, an HVAC tune-up or a drain cleaning). Pulling from your service list keeps reporting and pricing consistent across the team.
3

Set the location

Enter the service address where the work happens. Accurate addresses power routing, the dispatch board, and turn-by-turn directions for your tech. If the customer already has a saved address, you can reuse it.
4

Schedule the time

Set the date and an arrival window or start and end time. Scheduled jobs appear on the calendar and dispatch board so you can see your day at a glance.
5

Assign a technician

Assign the team member who will do the work. The job then shows up in their mobile app, and you can dispatch and route them from the board.
6

Add notes and details

Capture access instructions, gate codes, parts needed, or any context the tech should know before arriving. Notes travel with the job to the field.
Save automatic appointment reminders for the customer by enabling reminders on the job. This cuts down on no-shows and reduces the calls your front desk fields.

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Create a job from a quote

When a customer approves an estimate, you do not need to re-enter anything. Convert the approved quote directly into a job so the customer, service line items, and pricing carry over automatically. This keeps the workflow tight: quote, schedule, complete, then invoice. Learn more in Quotes and estimates.
Because the line items come along with the job, your invoice can be generated from the same details once the work is done, with no double entry.

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Create a job from a conversation

Most jobs start with a call, text, or web-form lead landing in your unified inbox. From a conversation, you can turn the request into a job without leaving the thread. The customer and their contact info are already attached, so you just confirm the service, location, time, and tech. This is also how jobs booked by your AI receptionist reach your schedule. When the AI answers a call or text and books an appointment around the clock, it creates the job and drops it onto your board so your team can pick it up in the morning.
Always confirm the service address and arrival window before saving a job created from a conversation. Details captured in fast-moving chats can be incomplete, and a wrong address sends a tech to the wrong place.

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After you save

Once a job is booked, you can manage the rest of its lifecycle:
On the dispatch board, the calendar, and the assigned technician’s mobile app. Field updates from the app sync back so the office always sees current status.
Open the job and update the time or assigned tech, or drag it on the dispatch board. The customer’s reminders and the tech’s app update with the change.
When the work is complete, generate an invoice from the job and collect payment by text-to-pay, card, or a payment link. See Invoicing.
If you get stuck booking a job, reach out to the Revenue Sol team at contact@infiniterankers.io. Revenue Sol is a product of Infinite Rankers LLC.

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Next steps

Dispatch board

Assign, route, and track your team’s jobs through the day.

Quotes and estimates

Send approvable, e-signable estimates that convert into jobs.

Invoicing

Turn completed jobs into invoices and get paid faster.