When a job is completed in Housecall Pro or Jobber, it arrives in TeamBuyIn as a pending job. Pending is the first state a job enters before it has been reviewed or approved.
Jobs completed in Housecall Pro appear in TeamBuyIn approximately 30 minutes after completion. Jobs completed in Jobber appear instantly.
What you see on a pending job
Each pending job appears as a job card showing:
Job number
Visit number
Job name
Client Name
Job total
Each line item
Technicians associated with the job
Date completed
From the job card, you can review or approve the job directly.
Who can see pending jobs?
Both owners and technicians can see pending jobs. Technicians see the same job information as owners unless the owner has turned off the Profitability Toggle for that technician. When the Profitability Toggle is off, the technician will not see any costs or expenses associated with the job. They will only see revenue, their payout, their leaderboard ranking, and high-level performance stats like callback percentage and upsell percentage. All of these can be filtered by time frame.