Jobs
A Job is the work or appointment your team plans to complete for a customer. Jobs turn a qualified lead or booking into an operational record with a title, status, priority, schedule, service address, notes, and links back to the customer.
Getting here
In Auto-Respond, open CRM → Jobs.
How Jobs are created
- Click New job on the Jobs page to create one manually.
- Open a saved Contact and click Create job to start with that customer already linked.
- An appointment booked through a supported AI scheduling flow can create a Job automatically. Built-in Booking places it on the selected built-in Calendar.
The Created via field shows whether a Job was entered manually or created from a lead conversion.
The Jobs list
Each row shows:
- Job — title and description.
- Status — the current stage of the work.
- Schedule — the scheduled start date and time, or a dash when unscheduled.
- Priority — Low, Normal, High, or Urgent.
Click a row to open and edit the Job.
Search and filters
- Search — matches Job title, service address, or status text.
- Status — show one Job status.
- Priority — show one priority.
- Calendars — select one or more built-in Calendars, choose No calendar, or combine them.
- Clear filters — return to all Jobs.
The business switcher also controls the list. Choose a specific business to focus on its Jobs or All businesses to see every Job you can access.
Job details
Main fields
- Business — required; controls which Contacts and Calendars are available.
- Contact — optional for a manually created Job. Search by name, phone, email, or Contact ID.
- Title — required.
- Description — the work requested or other context.
- Status — where the Job is in its lifecycle.
- Priority — Low, Normal, High, or Urgent.
- Created via — Manual or Lead conversion.
- Tags — flexible labels for internal organization.
- Notes — internal Job notes; each note requires a description.
- Service address — the location where the work or appointment happens.
Related records
When available, the Job shows links to its Contact and Original lead. Use them to move from the operational record back to the customer profile or the conversation that produced the booking.
Job statuses
- Unscheduled — work exists, but no time is reserved.
- Scheduled — a start time is set. A scheduled Job must have a date and time.
- In progress — work has started.
- Completed — work is finished.
- On hold — work is paused but still active.
- Canceled — the Job will not proceed.
Changing a Job to Unscheduled, Completed, or Canceled clears its scheduled start and end time, so it no longer appears as a reserved appointment on the Calendar. If you only need to postpone active work while keeping its slot, use On hold.
Jobs cannot currently be deleted from the app. Use Canceled when you need to close a Job that will not happen.
Scheduling a Job
You can schedule with or without a built-in Calendar.
With a built-in Calendar
- Set the Job’s status to Scheduled.
- Choose a Calendar.
- Pick a start date.
- Choose one of the Calendar’s available slots.
The Calendar supplies the start and end time based on its timezone, weekly hours, and appointment length. Slots already reserved by scheduled, in-progress, or on-hold Jobs are not offered.
Without a Calendar
Leave Calendar empty and enter the start date/time and end date/time manually. The end cannot be earlier than the start.
A manually timed Job appears in All calendars, but it is not tied to one Calendar’s availability rules or color.
Related topics
Built-in CRM
See the full lead-to-contact-to-job workflow.
Contacts
Manage the customer linked to a Job.
Calendars
Configure availability and view scheduled Jobs.
Appointment Scheduling
Let the text AI Assistant create bookings from lead conversations.
Questions? Email support@auto-respond.com.