Find a job by its number, and record where it is

Open Invoicing › Jobs to see every job in the book.

Every job has a number. TALISK_HQ assigns it when you create the job: J-001, then J-002, and so on. It is unique within the book, so two jobs can never share one, and it never changes. That makes it safe to write on a work order, text to a labourer, or read down the phone. The number shows in the Jobs list and at the top of the job page. Jobs created before this feature existed get their numbers the first time TALISK_HQ updates, oldest first.

You cannot edit the number. TALISK_HQ owns the sequence so that nothing can hand the same number to two jobs.

Search finds a job four ways. The box beside the status filter looks at the job number, the job title, the client name, and the site address. So "J-004", "Morrison", "bathroom" and "Fernhill" all find the right job. Searching looks at every job in the book, not just the ones on screen, so a job from last year is one search away.

Record where the work is. A job carries its own site address, separate from the customer's billing address. That matters more often than it sounds: the person paying the invoice and the house you are driving to are frequently not at the same address. Add the street when you create the job, or open the job and click Edit on the Job details card to fill in the unit, city, province, and postal code.

Once there is an address, the job page shows a Directions link that opens it in a map, and a copy button beside it so you can paste it into a text message.

Three dates, three different questions. They live together on the Job details card and none of them is worked out from the others:

• Scheduled is the day you told the customer you would be there. Set it when you book the work, before anything has started.
• Started is the day work actually began.
• Completed is the day the work finished. This is not the same as archiving the job. Archiving records that a job is done; the completed date records when it was done, which is what you need later for a warranty date or a holdback.

All three are optional. An emergency call-out you attended the same day it came in has a start date and no scheduled date, and that is fine.