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Jobs & CRM

Jobs are the central container in Sortinal. Every quote, invoice, visit, and piece of communication lives under a job.

Jobs

Creating a job

Go to Jobs in the sidebar and tap + New Job. Fill in:

  • Customer — link to an existing customer or create a new one
  • Description — a short summary of the work (e.g. "S&I 7kW split to master bedroom")
  • Site address — where the work happens (defaults to customer address)
  • Status — Enquiry, Quoted, Approved, In Progress, Complete, or Cancelled

Job lifecycle

A typical job moves through these stages:

  1. Enquiry — customer contacts you
  2. Quoted — you've sent them a quote
  3. Approved — they've accepted a quote option
  4. In Progress — install is underway
  5. Complete — job finished and invoiced
  6. Cancelled — job didn't proceed

Job detail screen

The job detail page shows everything related to that job:

  • Activity feed — a timeline of everything that's happened (quotes sent, visits logged, status changes, notes)
  • Quotes — all quotes for this job
  • Invoices — linked invoices
  • Visits — scheduled and completed site visits
  • Photos — site photos and markup images
  • Notes — rich text notes (with formatting)

Follow-up jobs

When a customer needs more work later, create a follow-up job linked to the original. This keeps the history connected without cluttering the original job.

Customers

Customer records

Each customer has:

  • Name — person or business name
  • Contact details — phone, email, address
  • Company info — company name, ABN (for business customers)
  • Representatives — additional contacts at the business
  • Linked jobs — every job for this customer, with history

Customer intelligence

Staff can add structured observations about a customer — risk banding, notes for the team, and factual observations that help the next tech who visits. See Customer Intelligence.

Job visits

Schedule site visits for quoting, installation, or follow-up. Each visit can use a checklist template to make sure nothing gets missed.

  • Assign visits to staff members
  • Set date, time, and estimated duration
  • Attach a checklist (pre-installation, commissioning, warranty check, etc.)
  • Log completion and notes

See Scheduling for the calendar view.

Tips

  • Use the activity feed to keep the full history of a job in one place
  • Follow-up jobs keep related work linked without mixing the paperwork
  • Set customer intelligence notes so your team knows what to expect before they arrive