Overview
Formerly known as Appointments, the Job module in WIZniche enables users to manage full service workflows with scheduling, customer management, item tracking, signatures, payments, and more. This guide walks through each section of the Job creation flow. For help, contact [email protected].
Accessing the Job Page
From the Dashboard, click the + Create button.
Scroll down and select Job to open the Job Creation screen.
The page opens with a cookie crumb navigation bar and an auto-generated Job Number displayed beneath.
Job Header Section
+ Add Option: Create multiple child jobs that create a new job using the same customer information.
Tags + Button: Select or create tags.
Status Dropdown:
Pending (default)
Scheduled
On My Way
Start Job
Complete
Cancelled
Create Invoice / View Invoice:
Create Invoice appears initially
Clicking Create Invoice will quickly convert your Job to an invoice. The created invoice will automatically sync all your information, allowing you to then Send the invoice seamlessly to collect payments from your customers.
Create Invoice button will be replaced by View Invoice once an invoice is generated
Header Action Buttons
Notes: Opens side panel to add/view timestamped notes with author name
Message Center: Chat with customer; switch customer using dropdown
Access: Assign access type and notes; Save to apply settings
Details Tab
Customer Section:
Add one or many customers
Notify Checkbox to control who receives updates
Specify:
Customer Type
Responsible Party
Additional Email Entry
View Profile available after selection
Service Location:
Select or create new property via sidebar
Display Google Street View with “Hide street view” toggle
Schedule Section
Start/End Date & Time pickers (required)
Duration Field auto-calculated or overridden
Technician Dropdown to assign staff
Calendar View: Highlights job schedule
Items Tab
Add Service Items, Warranty Plans, Service Plans, Inventory Items
Item card displays: Name, Quantity, Price, Total, Taxable, Scope of Work WIZniche AI, Delete.
Add Item Dropdown to select item type
Due Date Field: Auto-filled based on Preferred Invoice Terms (Net 15, Net 30, etc.)
Subtotal, Discount, Tax, Deposit, Total, and Tip (if enabled in settings)
Job Costing Tab
Displays cost breakdown, labor, expenses, margin, and visual chart
Buttons: New Time Entry and Add Expense
Payments Tab
Summary cards: Amount Paid, Balance Due
Payment Notes Field
+ Payment Button: Opens payment sidebar
Payments Table: Type, Amount, Date, Status, Actions (send receipt, delete, refund)
Supports partial payments
Payments you make will automatically get synced to your corresponding Invoice generated against this Job.
Equipment Tab
Assign one or many assets using Upload
Fields: Asset Industry, Category, Item
Equipment Grid: Item Name, Image, Selection Checkbox
Release Button: Releases selected equipment after job completion (confirmation required)
Attachments Tab
Upload and manage files
Fields: File Name, Image Preview, Edit Name, Send with Invoice toggle
Quotes Tab
Displays all quotes linked to the job (only one can be approved)
Fields: Date, Customer, Service Type, Rating, Amount, Status (editable)
Clicking entry opens quote view
Checklist Tab
Add one or many pre-configured checklists from your WIZniche Settings
Checklists may include:
Text fields
Pass/Flag/Fail buttons
Checkboxes
Job Completion Restriction and Auto-loading checklists supported
Footer Bar
Sticky Footer with:
Actions Menu: Activity Log, Download, Print, Delete Job
Save Button to save progress
For further guidance or technical support, please reach out to [email protected].