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Articles on:Jobs
Everything about creating and managing jobs — from new lead to final payment, insurance workflows, photos, and more.

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  • Getting Started
  • Jobs
  • Customers
  • Inventory
  • Team Management
  • Payroll
  • Reports
  • Billing
  • Account
  • Creating a Job
    Creating a Job Jobs are the center of GlassFlow. Here's how to create one from start to finish. Admin Flow (6 steps) Step 1 — Customer Search for an existing customer by name or phone number. If they're not in the system yet, you can create a new customer record right from this screen — just enter their name, phone, email, and address. If the customer is unknown (e.g. a drive-by appointment), select "Unknown customer." Step 2 — Vehicle Enter the vehicle year, make, and modeFew readers
  • Job Statuses Explained
    Job Statuses Explained Every job in GlassFlow moves through a series of statuses from the moment it's created to when it's fully paid. Here's what each one means and how to move between them. The 7 StatusesFew readers
  • Marking a Job Complete and Paid
    Marking a Job Complete and Paid Once your technician finishes the work, here's how to close out the job properly. Step 1 — Mark as Complete On the job detail page, click Mark Complete. This moves the job from In Progress to Completed. At this point, the app automatically deducts the job's parts from the technician's van inventory. You'll see those parts logged under Inventory. Step 2 — Record Payment From the Completed status, choose the appropriate payment actFew readers
  • Insurance vs. Cash Jobs
    Insurance vs. Cash Jobs When creating a job, you'll choose how the customer is paying — insurance or cash. This affects which fields appear and which final status makes sense for the job. Cash / Out-of-Pocket Jobs The customer pays you directly. No insurance fields are needed. When the job is done and payment is collected, mark it as: Paid — for card, check, or bank payment Paid — Cash/Venmo — for cash or Venmo payment Insurance Jobs The customer's insurance companFew readers
  • Two-Man Jobs
    Two-Man Jobs A two-man job is any job that requires two technicians — a primary tech and a helper. GlassFlow tracks both techs and their pay separately on the same job record. Setting Up a Two-Man Job When creating or editing a job, check the Is Two-Man box. A second technician dropdown will appear — select the helper tech from your team. Each technician gets their own job number: The primary tech gets the main job number The helper gets the helper job number PayFew readers
  • ADAS Calibration Jobs
    ADAS Calibration Jobs ADAS stands for Advanced Driver Assistance Systems — the sensors and cameras built into modern vehicles that manage features like lane departure warnings, automatic braking, and blind spot monitoring. When a windshield is replaced, these systems often need to be recalibrated. Marking a Job as ADAS When creating or editing a job, check ADAS Required. You'll then select the calibration type:Few readers
  • Adding Photos to a Job
    Adding Photos to a Job GlassFlow lets you attach photos to any job — useful for documenting conditions before work starts, capturing the finished result, or recording anything noteworthy at the site. How to Add a Photo Open the job detail page Scroll to the Photos section Tap or click Add Photo Select a photo from your device Choose a label: Before — taken before work started After — taken after the job is complete Other — anything else (damFew readers

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