Skip to main content

Documentation Index

Fetch the complete documentation index at: https://help.homespace.co/llms.txt

Use this file to discover all available pages before exploring further.

The Jobs feature is the mobile-first surface your technicians use on every job, from the moment dispatch sends them out to the moment the customer signs off. It replaces clipboards, group texts, and manual time sheets with a single app that works even without a cell signal — and won’t let a tech close a job until every required photo is taken.

​
How to access

Navigate to Dashboard > Jobs from the sidebar. In-field techs access the same data through the Homespace mobile app on iOS or Android.

​
What techs see when they open the app

Every morning, techs open the app to a single screen: today’s jobs in optimized route order. Homespace calculates the most efficient sequence based on location and time windows — no guesswork. Each job card surfaces the customer’s name, address, a quick-glance note from dispatch, and the parts expected on-site. Tap any job card to see the full job detail: customer history from previous visits, the signed estimate, today’s parts list, and any photos already on file from past jobs. All of this loads before the tech rings the doorbell.
Techs can see the last visit summary, last invoice amount, and any standing notes directly on the job card. If a customer mentioned a dog in the backyard last time, it’s visible before the tech gets out of the truck.

​
Job statuses and customer notifications

Each status change triggers an automatic notification to both dispatch and the customer:
1

On the way

Tech taps “On the way.” Customer receives an SMS with a live ETA pulled from GPS. Dispatch board updates in real time.
2

Arrived

Geofence auto-detects arrival and prompts the tech to confirm. Clock-in starts. Customer receives an arrival confirmation.
3

In progress

Tech taps “Start job.” Time tracking runs. Dispatch sees live status on the board.
4

Done

Tech completes the required photos, captures the customer’s signature, and taps “Mark complete.” An invoice draft and a review request fire automatically.

​
Marking a job complete

1

Fill required photo slots

Each job type has a configured set of required photos (before, after, panel label, etc.). The complete button stays locked until every required slot is filled. Tap a photo slot, take the shot — it’s geo-stamped automatically.
2

Add notes and parts

Log any notes or swap parts used on-site. Scanned barcodes update the invoice’s materials list automatically. Inventory deducts from the truck’s assigned stock.
3

Capture the customer's signature

Hand the phone to the customer. They review the work summary and sign with a finger. The signature attaches to the invoice and the job record permanently.
4

Tap Mark complete

The job closes. Homespace drafts an invoice from the signed estimate plus any parts added, then fires a review request to the customer. The next job on the route becomes the active stop.
A tech cannot mark a job complete if any required photo slots are unfilled. This is enforced at the app level — not optional per tech.

​
Configuring required photos per job type

Required photos are set per job type in Settings, not per individual job.
1

Open Settings > Job Types

From the dashboard sidebar, go to Settings, then select Job Types.
2

Select or create a job type

Pick an existing job type (e.g., HVAC tune-up, roof inspection) or create a new one.
3

Add required photo slots

Under the “Required photos” section, add slots with descriptive labels: “Before (exterior)”, “Panel label”, “After (installed part)”. Each slot becomes a mandatory step before job close.
4

Save and publish

Changes apply immediately to any new jobs of that type. In-progress jobs are not affected.

​
Key capabilities

Offline mode

Full job access without a cell signal. Photos, notes, parts, and signatures all save locally and sync the moment service returns. Nothing is lost.

Required photos

Configurable per job type. Techs cannot close a job without filling every required photo slot. Geo-stamped on capture.

Time tracking

Geofence auto-clocks techs in when they arrive and out when they leave. Manual override available. Exports are payroll-ready.

Barcode scanning

Scan parts from the truck. Inventory deducts automatically and the materials list on the invoice updates in real time.

Customer history

Last visit date, last invoice, and standing notes surface on every job card before the tech interacts with the customer.

Auto-close triggers

Job completion automatically generates an invoice draft from the signed estimate and sends a review request to the customer.

​
After a job is marked complete

Two things happen automatically the moment a tech marks a job complete:
  1. Invoice draft — Homespace pulls the signed estimate and any parts added or swapped on-site into a draft invoice. It’s ready for your review or auto-send, depending on your settings.
  2. Review request — The customer receives a branded review request via SMS. Applause routes five-star responses to your Google/Yelp/Facebook profiles and intercepts anything below four stars as a private message to you first.
You can configure whether invoices auto-send on job completion or go to a draft queue for review. Find this setting under Settings > Invoicing > Auto-send on complete.

​
Adoption and results

94%

Tech adoption rate by week two — no training program required.

+312%

Increase in job photos captured after enabling required photo enforcement.