A field-service job should not disappear into a text thread.

The workflow

1. 1RequestTell us the service type, pickup and delivery locations, deadline, and any contacts or files we need. The more detail upfront, the faster the quote.
2. 2QuoteWe review the job — scope, timing, any requirements — and send a quote. Nothing moves until you see the number.
3. 3ApproveYou approve the quote. That's the green light. No approval, no dispatch.
4. 4ScheduleThe job gets a service window or confirmed timing. You'll know when we're going.
5. 5Status updatesTrack the job from requested through in-progress to completed. No wondering if it's still sitting in a queue somewhere.
6. 6Completion recordRoute notes, timestamps, delivery confirmation, photo proof where it applies — a real record, not just a thumbs-up text.
7. 7InvoiceThe invoice is tied to the job record. Pull it anytime, forward it to accounting, use it to rebook.
8. 8RebookRepeat jobs carry the saved details forward. You're not starting from a blank form every time.