How to Use Jobs in the CRM
April 29, 2026 · tropicalhilladmin
Jobs are for recurring service agreements — the client you visit every week, every other Tuesday, or on the 1st of every month. Instead of manually scheduling each visit and writing each invoice, a job auto-generates both on the cadence you set.
The Jobs grid
Visible by default: Title, Client, Cadence (a plain-English summary like "Weekly" or "Every 2 weeks"), Billing mode, Next Visit date, and Status (Active or Paused).
Available but hidden by default: Type, Assigned To, Start Time, Duration, Start Date, End Date, Billing Period, Tax Rate, Description, Created, and Updated — turn any of these on from the Columns menu.
The search box filters by job title or client name.
Select multiple rows to bulk delete — this also removes any of that job's upcoming (not-yet-completed) visits.
Each row has an inline Pause or Resume action, so you can stop a job from generating new visits without deleting its history.
A List / Map toggle at the top switches between the grid and the day map (below).
Creating a job
Title, Client, and Start date are required.
Assigned To and Task Type are optional — leaving Task Type blank uses your default "Job" type.
Description is a free-text field for internal reference.
Setting the schedule
Set an optional Start time and Duration (in minutes) for each visit.
Repeats is either Weekly or Monthly, combined with an Every interval — for example, Weekly + Every 2 gives you biweekly visits.
Weekly jobs get a single-day picker (S M T W T F S) to choose which day of the week; monthly jobs let you pick a day of the month instead.
Set an End date, a target number of Occurrences, or both to control when the recurrence stops.
Billing a job
Choose Per visit to generate a separate invoice for every visit, or Periodic to bill on a set weekly or monthly cycle regardless of how many visits happened in between.
Set a Tax rate specific to this job.
Line items are what actually get carried onto the invoices this job generates. Type them in freely, or add them from your Service Catalog — picking a catalog "package" automatically expands into all of its individual line items, the same behavior as Estimates and Invoices.
Tracking visits once a job is saved
After you save a job, a side panel appears with Task and Notes tabs (you can't see scheduled visits until the job is saved for the first time).
The Task tab lists every generated visit with its due date and status. Check a visit off to mark it done — this also flips its status to your tenant's "Done" status automatically.
The Notes tab is a separate free-form space for notes about the job itself, distinct from any one visit.
The Day Map view
Switch to Map to see one day's scheduled visits plotted geographically instead of listed in a grid.
A Day dropdown lists upcoming dates that actually have visits scheduled, with a count for each.
Visits only plot on the map if the client's address has already been geocoded — this happens automatically in the background once a client has an address on file, so it's worth double-checking a client's address is filled in if a visit isn't showing up where you expect.
If your Tropical Hill account doesn't have Google Maps configured, you'll see a message instead of the map rather than a blank screen.
A few tips
Use Pause instead of deleting when a client puts service on hold — it stops new visits from generating without losing the job's history or line items.
If a client's visits aren't showing up on the Day Map, check their address on the Client page first — that's almost always the cause.
Decide Per visit vs. Periodic billing before you save a lot of history against a job — switching later won't retroactively change invoices that already went out.
Turn on the Assigned To and Next Visit columns if multiple techs share the Jobs grid — it turns the flat list into a quick daily assignment view.