Jobs
A job is a single visit to a customer’s location on a specific date. If a recurring service is the ongoing agreement (“Standard Office Cleaning every Monday and Thursday”), a job is one instance of that agreement: this Monday’s cleaning at this location.
Most jobs are created automatically when you set up a recurring service. But you can also schedule one-time jobs for work that doesn’t repeat, like a post-construction cleanup or a special request from an existing customer.
You don’t need to build a daily schedule by hand. Recurring services generate jobs automatically, and Loma’s route optimizer assigns each job a time window and a technician 30 days before its scheduled date. As long as your routes have territories and technicians assigned, the schedule builds itself.
How jobs are created
Jobs enter the system in two ways.
From a recurring service. When you create a recurring service, Loma automatically generates six months of individual jobs based on the schedule you define. Each week, the platform generates another week’s worth of jobs to maintain that rolling window. You don’t need to touch these; they’re created and managed for you. For details on setting up recurring services, see the previous article.
Manually, as a one-time job. If you need to schedule a single visit that isn’t part of a recurring service, you can create a job directly. There are several ways to do this: click ”+ Schedule Job” from the Jobs page, use the “New Job” quick action on the Dashboard, or click ”+ Schedule Job” from a customer’s Jobs tab.
The one-time job form
Creating a one-time job walks you through four steps: Details, Schedule, Tasks, and Products. Only Details and Schedule are required.
Details. Select the customer, and the location will auto-fill if they only have one. If the customer has multiple locations, choose the right one from the dropdown. Then select a service type from your templates. The template fills in the default price, tasks, and products, but you can adjust the price for this specific job. There’s also an optional Notes field for anything the technician should know.
Schedule. Pick the date for the job. That’s it. Loma handles the rest. The job is created in Pending status, and when the date falls within 30 days, the route optimizer will assign it a specific time window and move it to Scheduled.
Tasks (optional). If you selected a service template, tasks from the template are pre-loaded here. You can add, edit, reorder, or remove tasks for this specific job without affecting the template. If you don’t need a task checklist, skip this step entirely.
Products (optional). Attach products from your catalog if the job involves materials or supplies. Same as with recurring services: set a default quantity and choose whether the product is billable (passed through to the customer’s invoice) or included in the service price.
Job statuses
Every job has a status that tells you where it is in its lifecycle:
| Status | What it means |
|---|---|
| Pending | The job has a date but hasn’t been assigned a specific time yet. This is the starting state for jobs generated by recurring services. Thirty days before the job’s date, the route optimizer assigns a time and the job moves to Scheduled. |
| Scheduled | The job has a date, a time window, and is part of an optimized route. It appears on the assigned technician’s Field view for that day. |
| In Progress | A technician has started working on the job. The clock is running. |
| Completed | The job is done. All required tasks have been checked off and the technician has marked the work as finished. |
| Cancelled | The job was called off before it was completed. Cancelled jobs remain in the system for record-keeping but don’t affect scheduling or billing. |
| No Show | The technician arrived but couldn’t perform the service. For example, the site was locked, no one was available to provide access, or conditions prevented the work. This is different from Cancelled: a No Show means the technician made the trip. |
| Overdue | The job’s scheduled date has passed and the work was never started or completed. Overdue jobs surface on the Dashboard in the Scheduling Attention section so you can reschedule or cancel them. |
The job detail view
Clicking on any job in the Jobs list (or from a customer’s Jobs tab) opens the job detail panel. The header shows the service name, job ID, location and address, and the current status. Below that, four tabs organize the job’s information:
| Tab | What it shows |
|---|---|
| Details | Four cards: Service & Pricing (type and price), Schedule & Duration (date, scheduled time window, and estimated duration), Customer & Location (customer name, location name, and address), and Assignment & Route (which route and which technician). |
| Tasks | The task checklist for this job. Each task shows its name, location within the job site, and whether it’s required or optional. If the service template included photo requirements, those appear here too. Technicians check off tasks as they work through the job in the Field view. |
| Products | Products attached to this job with quantities and billable status. |
| Notes | Internal notes about the job. These are separate from the notes on the customer record. |
Finding and filtering jobs
The main Jobs page gives you a master list of all jobs across your business. At the top, summary cards show Today’s Jobs (with a count of how many are completed), In Progress, Overdue Jobs, and This Week’s completion rate.
Below the summary, you can narrow down the list using the search bar (search by job ID, customer name, or service type), the Status filter, the Technician filter, and the Scheduled Date picker. These filters work together, so you can quickly answer questions like “What scheduled jobs does Derek have next week?” or “Show me all overdue jobs.”
You can also view jobs scoped to a single customer from that customer’s Jobs tab. The customer view has its own summary cards (Total Jobs, Pending, Scheduled, Completed) and filters for location, status, and service type.
How jobs connect to the rest of Loma
Jobs don’t exist in isolation. They’re wired into routes, billing, and the technician’s daily workflow:
Routes. When a job moves from Pending to Scheduled, it’s assigned to a route and given a time window. That placement is based on the customer location’s geographic territory and the route optimizer’s calculation of the most efficient order of stops for that day.
Field view. Scheduled jobs appear on the assigned technician’s Field view for the day. The technician sees the customer, location, service type, scheduled time, and a “Start Job” button. Starting a job moves it to In Progress; completing all required tasks and finishing the job moves it to Completed.
Billing. Completed jobs are what generate revenue. When you create an invoice for a customer, the completed jobs for the billing period are the basis for the line items. If a job has billable products attached, those are included too.
Dashboard. Jobs that need attention (late, overdue, or unrouted) surface automatically on the Dashboard so you can act on them without having to hunt through the Jobs list.