Suprata Suite · Jobs & operations

Suprata Job

Every job, from first call to final payment.

Suprata Job is the control center for each piece of work. Appointments, notes, photos, forms, signatures, time, parts and costs all live on one job. When the job closes, the invoice is already built.

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Part of Suprata Suite Set up in minutes 9 help articles

What’s included

What Job does

14 capabilities, connected to every other module in Suprata Suite.

Running the job

6
  • One job view with a timeline, appointments, notes and attachments
  • Job types that decide which forms attach and which workflow runs
  • Statuses that update the dispatch board and notify the right people
  • Photos, geotagged notes and customer signatures from the field
  • Shared notes the customer can see, and private ones they can't
  • Recalls handled as new jobs linked to the original

Money on the job

6
  • Time and billing manager for labor
  • Parts pulled from inventory onto the job
  • Margin calculator and job costing
  • Estimate and invoice panels on the job
  • Closing a job builds the invoice from time and parts
  • Contract terms stored with the job

Paper when you need it

2
  • A printable work order PDF
  • A Work Recap customers can print or receive with the invoice

Screens

Job at work

Screens from Suprata Suite with made-up sample customers. Click any screen to enlarge it.

A job record with a signature request, appointments, call logs and job details
A job summary on a tablet with scheduled appointments

Help center

Learn Job step by step

Plain-English guides from the Suprata help center, with the judgment calls that make setup go right the first time.

Creating your first job A job (also called a work order) is the central unit of work in Suprata. Here's the typical flow for creating one, plus the judgment calls that make… Setting Up Job Types Job types are the central switchboard that decides which industry forms attach, which workflow runs, and how a job is reported on. Get them right… Job statuses and what each one means Job statuses aren't just labels — moving between them sends notifications, creates invoices, and updates the dispatch board. Knowing what each move… Job Attachments — Photos and Signatures Field photos and customer signatures are the strongest defense against billing disputes and warranty disagreements. Here's how to capture them, where… Keeping customers updated: shared job notes and the Work Recap Decide as you write a job note whether the customer sees it, text or email it on the spot, and let the shared notes build a Work Recap the customer… Closing and Recalls Closing a job creates the invoice, locks the attachments, and ends the record for that visit. Recalls — the return-visit problem — should almost… The Job-to-Invoice Chain: From Service Call to Synced Payment How a job becomes an invoice becomes a synced QuickBooks transaction: industry forms attach automatically, time and parts roll up to a draft invoice… Jobs vs. Appointments vs. Reservations Three concepts that all involve calendar dates and customers but model very different things. Knowing which one to use makes scheduling, reporting… The Print Work Order The printable work order PDF is the paper-friendly view of a job. Here's when it earns its place — paper-loving customers, vehicle copies, multi-tech…

One platform

Part of something bigger

Suprata is a versatile workflow and business intelligence platform that delivers the power of custom software with ease and affordability.

  • One record. Job reads and writes the same customers, jobs and dollars as every other module.
  • Live numbers. Everything it does lands in dashboards and reports right away.
  • Room to grow. Rules, forms, workflows and reports can be customized as far as you need.
See the platform

Works hand in hand with

Suprata ScheduleA drag-and-drop dispatch board and calendar, recurring appointments and GPS route optimization. Suprata FormsIndustry forms and custom fields that attach to the right jobs automatically. Suprata InvoiceInvoices from jobs, reservations and agreements, sent by email or text with a pay link. Suprata InventoryPrice list, stock across warehouses and trucks, cycle counts and purchase orders.

Suprata Suite

Get Job tonight

See which plan includes Job on the pricing page, or book a demo and we’ll walk you through it.

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