Jobs & Multi-Visit Workflow
Complete guide to creating, scheduling, and managing jobs in OpsCel. Learn about job statuses, multi-visit jobs, engineer assignment, and completion workflows.
Last updated: 20 May 2026
The 30-Second Version
Jobs are the core work units in OpsCel. They represent scheduled work at a customer site—from routine servicing to emergency callouts. Jobs can have single or multiple visits, track time and materials, generate certificates and invoices, and integrate with your calendar.
Who uses this: Admins, Managers, Engineers
Where it lives: Admin app: Jobs menu | Field app: Today's Jobs
Key benefit: Complete work lifecycle tracking from scheduling to invoicing
Jobs in OpsCel support:
Key Capabilities
- •Single or multi-visit scheduling
- •Engineer assignment with calendar sync
- •Automatic creation from quotes and service contracts
- •Time tracking (scheduled vs. actual duration)
- •Parts, defects, and worksheet capture
- •Certificate and invoice generation
- •Customer portal visibility
- •Status workflow (Draft → Scheduled → In Progress → Completed)
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