Jobs and Field Dispatch
Turn accepted quotes and bookings into scheduled jobs, assign them to staff, and track progress through to completion — with an optional Field Dispatch view for coordinating field teams.
Available · Last updated 18 July 2026
The business problem
Once work is agreed, businesses still need a reliable way to schedule it, assign the right staff, and keep track of progress without it falling through the cracks.
How KookaCRM solves it
Jobs are created from accepted quotes, bookings or directly by staff, and can be assigned to a team member with a scheduled time. Job status is tracked from scheduled through to completed. For businesses coordinating multiple field staff, an optional Field Dispatch view groups jobs by technician and day to make day-to-day coordination easier. Field Dispatch is a beta capability that needs to be switched on for a tenant — it is not enabled automatically.
When to use this
- Accepted work needs to be scheduled and assigned to a staff member
- You need visibility into which jobs are upcoming, in progress or completed
- You coordinate more than one field technician and want a dedicated dispatch view
Suitable business types
- Trades and field service businesses scheduling technicians to jobs
- IT support providers dispatching staff to sites
- Cleaning businesses scheduling recurring visits
How it works
A job is created from an accepted quote, a booking, or directly by staff, then
The job is assigned to a staff member and given a scheduled time, then
Staff update the job status as work progresses, then
Where Field Dispatch is enabled, jobs can also be viewed grouped by technician and day, then
Once work is finished, the job is marked complete and billing continues through invoicing
What KookaCRM creates
- Job
How it connects with other features
- Jobs typically originate from Online Booking or an accepted quote
- Completed jobs are billed through Invoices, Payments and Receipts
- Field Dispatch is an optional add-on view on top of core Jobs
Example use cases
- A plumbing business schedules an accepted quote as a job and assigns it to a technician
- An IT support provider uses Field Dispatch to see which technician is booked at which site each day
Setup requirements
- Jobs is enabled by default and requires no setup to start scheduling work
- Field Dispatch must be requested and switched on for your tenant, as it is currently a beta capability
Availability
Core job scheduling, assignment and status tracking are available to every tenant. Field Dispatch — the dedicated technician-and-day coordination view — is a beta, optional add-on that needs to be enabled for your business. KookaCRM does not currently offer route optimisation, a native mobile app, automatic customer ETA text messages, in-app photo or signature capture, or automatic invoice creation when a job is marked complete.
Related guides
- Customer Entry Points
Online Booking
Let customers pick a time and submit a booking online for callout services or fixed-price appointments, with optional upfront payment where a business has configured it.
- Pricing and Sales Workflows
Customer books a callout service workflow
How an online booking for a callout visit becomes a job, and how the callout fee plus flexible labour and materials line items are billed on an itemised invoice.