crawdad
jobs and operations
articles
- 01
create your first job
track work from intake to completion with checklists, notes, and assignees.
4 steps·~2 min - 02
track job status across your team
see what's in flight, scheduled, and done at a glance.
3 steps·~2 min - 03
track time on a job
time tracking lives in bobwhite. tag a punch with a crawdad job code so the hours roll up to the right job.
4 steps·~3 min - 04
assign a job to a crew member
if you have a team, every job needs an owner. crawdad's assign feature pins each job to a specific person, so you (and they) know who's responsible — and who needs to update the status.
3 steps·~2 min - 05
link a job to a pawpaw invoice
when work is done, the invoice should mention the job — both for your records and so the customer knows what they're paying for. crawdad creates the invoice from the job in two clicks.
3 steps·~2 min - 06
set up a recurring job (weekly mowing, monthly cleaning)
for jobs that repeat on a schedule. set it up once and crawdad creates the next instance for you on the right day, with all the same details — customer, address, notes.
3 steps·~2 min - 07
see your whole week on the calendar
the list view is great for getting things done one at a time, but the calendar view is how you plan. it shows everything scheduled — jobs, recurring jobs, time blocks — laid out by day.
3 steps·~2 min - 08
mark a job done and bill it in one flow
the moment work wraps, two things should happen: status flips to complete, and the invoice goes out. crawdad does both in one screen so nothing slips between done and paid.
3 steps·~2 min - 09
use the today / this week / in progress / revenue tiles
the stat row at the top of crawdad's today page is the daily glance. four numbers tell you whether today's set, what the rest of the week looks like, what's mid-flight, and how much revenue you've banked this month.
3 steps·~2 min - 10
switch between today, calendar, and all jobs
crawdad's three tabs are three lenses on the same data. today is your daily focus. calendar is the planning view. all jobs is search + filter for anything in the system.
3 steps·~2 min - 11
start, finish, or cancel a job from the today list
every job card on the today list has three quick-action buttons in the top-right corner. one click flips status without opening the detail sheet.
3 steps·~2 min - 12
edit a job from the detail sheet
click any job to open the detail sheet on the right. every field — title, customer, location, when, recurrence, price, notes — saves the moment you tab out. no save button.
3 steps·~2 min - 13
set up recurring jobs with the rule picker
weekly mowing, monthly cleaning, every-other-week maintenance. the recurrence picker handles the standard cadences and lets you cap the run with an end date or a count.
3 steps·~2 min - 14
pin a job to a specific customer location
for customers with multiple sites — an hoa with five buildings, a property manager, a chain — the location picker appears under the customer field. pin each job to the right site so the address on the invoice matches the work you did.
3 steps·~2 min - 15
pick (or add) a customer from dragonfly
every job ties back to a dragonfly contact. the picker searches your client list as you type. brand-new customer? add them inline without leaving the form.
3 steps·~2 min - 16
set a customer's billing rule (per-visit / monthly / manual)
billing rule lives on the dragonfly contact, not the job. it tells crawdad how to draft the invoice when you mark a job done — one per visit, batched into a monthly rollup, or skip auto-drafting entirely.
3 steps·~2 min - 17
convert a completed job to a pawpaw invoice manually
for customers on the manual billing rule (or one-offs you didn't set up auto-drafting for), the "convert to invoice" button at the bottom of a completed job's detail sheet does it on demand.
3 steps·~2 min - 18
how the monthly rollup invoice works
for customers on the monthly billing rule, every completed crawdad job in a calendar month adds a line item to the same pawpaw draft. one invoice goes out at month-end with every visit on it.
3 steps·~2 min - 19
drag jobs around on the calendar
the calendar tab is a draggable month grid. grab any job and drop it on a different day to reschedule. recurring child occurrences aren't draggable — edit the rule on the parent job to shift the whole series.
3 steps·~2 min - 20
search and filter the all-jobs table
the all-jobs tab is the searchable table view. type into the search bar to find jobs by title, notes, customer, or company. filter by status and time range to narrow further.
3 steps·~2 min - 21
create a job from an accepted mayhaw quote
when a customer accepts a quote in mayhaw, the customer + price are already nailed down. one click drops a matching crawdad job onto your schedule.
3 steps·~2 min
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