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TAYO.pro Documentation

Schedule and close an on-site job

At the end, you have scheduled an on-site job, then closed it and said what comes next for the project. You start from an open project, usually in status On-site jobs to schedule.

Animation: click the + on the On-Site jobs card, click a slot in the calendar, type the title, click Save, then click the job, click Done, choose Final invoice to prepare and click Update. Animation: click the + on the On-Site jobs card, click a slot in the calendar, type the title, click Save, then click the job, click Done, choose Final invoice to prepare and click Update.

Steps

Section titled “Steps”
  1. In the project, find the On-Site jobs card: on a large screen, in the middle column; on a narrower one, open the Details tab first. Click the + at the bottom right of the card (tooltip Create On-Site job).
  2. The calendar opens. Go to the right day with the arrows at the top, then click the start time: TAYO.pro places a one-hour job there. On a computer you can also click and drag to set the length.
  3. The New On-Site job panel appears. Enter a Title: it is required.
  4. Check Date, Start time and End time, and adjust them if needed. Add Notes if useful.
  5. Under Do you want to send a notification?, choose Yes to let the client know, or No.
  6. Click Save. The job appears on the card and the project moves to On-site jobs scheduled.
  7. When the time comes, click the job on the On-Site jobs card. At the top of the panel, choose an action:
    • Edit: change the title or the notes;
    • Reschedule: move the job in the calendar or change its times;
    • No-show or Canceled: nobody was there, or the job will not take place;
    • Done: the work is finished — this is what closes the job.
  8. After Done, answer the question shown:
    • What needs to be done next? (no other job scheduled): Quote to prepare, On-site job to schedule or Final invoice to prepare;
    • Is the project fully completed? (other jobs are scheduled): Yes, All Tasks Completed or No, Keep Remaining Jobs.
  9. Choose whether to notify the client, then click Update.

What happens next

Section titled “What happens next”

The job becomes Done and the project status follows your answer:

Your answer Project status
Quote to prepare Quotes to prepare
On-site job to schedule On-site jobs to schedule
Final invoice to prepare Invoices to prepare
Yes, All Tasks Completed Invoices to prepare; the other scheduled jobs are closed
No, Keep Remaining Jobs unchanged, On-site jobs scheduled

Reschedule, No-show and Canceled are confirmed with Update too; after No-show or Canceled, the project goes back to On-site jobs to schedule.

Good to know

Section titled “Good to know”
  • Moving to Invoices to prepare cannot be undone: make sure all the work is done. For a Tayo project, it also closes the on-site jobs on the property manager’s side.
  • Once the final invoice has gone out, closing a job no longer changes the project status.
  • The actions only appear on a scheduled job. A job that is overdue is marked Late on-site job.
  • The client notification shows a padlock until the project is shared with the client — see Share a project with your client.
  • On a phone, the job panel covers the calendar.
  • To correct a job’s status without these actions: ⋮ menu on its row → Force the status.

Further reading: Project statuses.