Understanding the Job Lifecycle

NoSavvy is designed to be more than just a calendar—it is a workflow engine that automates communication between your office, your technicians, and your customers.

Instead of manually texting technicians or calling customers to confirm appointments, NoSavvy uses a Job Lifecycle to move jobs forward automatically. Understanding these four stages will help you run your business on autopilot.

The 4 Stages of a Job

Every job in NoSavvy moves through a specific flow: Scheduled → Ready → Completed

1. Scheduled (The Start)

Status: Scheduled

This is the default status when you first create a job in the dashboard.

  • What happens: You assign a date, time, and team member.

  • Automation: As soon as you click "Create Job," the assigned technician receives a "New Job Assignment" email notification with the details.

  • Action Required: None yet. The job is on the books.

2. Ready (Customer Confirmation)

Status: Ready

This stage tells your technician: "The customer knows we are coming, and we have the access info."

  • How it happens: You send the Pre-Visit Link to the customer (via email or SMS).

  • Automation: When the customer opens the link and clicks "Yes, confirm this time", the job status automatically updates to Ready.

  • What if they say No? If the customer clicks "No, I need to reschedule" on the form, the job status flips to Issue and moves to your Action Required inbox so you can handle it immediately.

3. Completed (The Work is Done)

Status: Completed

In NoSavvy, you don't manually mark jobs as complete. Your team does it from the field.

  • How it happens: Your technician opens the Crew Job Checklist on their phone.

  • Automation: Once they check off their tasks (e.g., "Arrive on time," "Wear uniform") and click Submit, the job status automatically updates to Completed.

  • The Benefit: You know exactly when the job was finished without texting your crew.

4. Feedback (The Quality Check)

Status: Completed or Issue

After the job is done, the system can send a Post-Job Feedback link to the customer. This step acts as your quality assurance filter.

  • Scenario A (Happy Customer): If the customer rates the service "Excellent" or "Good", the job stays Completed. The positive feedback is logged in the activity feed.

  • Scenario B (Unhappy Customer): If the customer rates the service "Okay" or "Not Good", the system automatically changes the job status to Issue.

Why? This alerts you immediately. The job will appear in your Action Required dashboard so you can reach out to the customer and resolve the problem before it becomes a bad public review.

Summary: The Perfect Flow

  1. Create Job → Status: Scheduled

  2. Customer Confirms → Status: Ready

  3. Tech Submits Checklist → Status: Completed

  4. Customer Rates 5 Stars → Status Remains: Completed

Frequently Asked Questions

Why is my job stuck in "Scheduled"?

This usually means the customer hasn't filled out the Pre-Visit form, or the technician hasn't submitted their checklist yet. You can manually update the status by clicking Edit Job if needed.

How do I see what happened?

Every job has an Activity Feed at the bottom of the Job Details page. This is your "audit trail." It shows you exactly when the job was created, who confirmed it, when the checklist was submitted, and any feedback received.

What is the "Action Required" box?

This is your inbox for problems. A job only appears here if:

  • A customer requested a reschedule.

  • A customer left negative feedback.

  • A job is overdue (the scheduled date has passed, but it isn't marked Completed).

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