Jobs & Scheduling

Jobs are the heart of Canvo. A job represents work to be done at a property — from a single pruning visit to a multi-day removal — and lives on your shared calendar.

Creating a job

You can create a job two ways:

1. From an approved estimate — convert it in one click and the line items, property, and customer carry over automatically.
2. Directly — from Jobs → New Job, pick the customer and property, then add the work details.

Scheduling on the calendar

Open Scheduling to see the calendar in day, week, or month view. Drag a job onto a date and time to schedule it. Multi-day jobs span across the calendar so you can plan around weather and equipment.

Assigning a crew

When you schedule a job, assign a crew to it. Crew members see their assigned jobs on their own schedule, including the property address, access notes, and the scope of work. See Crew & Safety to set up crews.

Job status

Each job moves through a clear status flow:

• Scheduled — on the calendar, not yet started
• In Progress — crew has started work
• Completed — work is done and ready to invoice

Crews can update status from their phone in the field, so the office always knows what’s happening.

Rescheduling

Plans change — drag a job to a new slot to reschedule, or open it to adjust the time. The assigned crew sees the update immediately.

From job to invoice

When a job is marked Completed, generate an invoice from it in one click. See Estimates & Invoices.