Job Resulting - Understanding Job Resulting

Article Introduction

Job Resulting is a feature in One Click Contractor that allows users to mark a job as a Sale or No Sale and capture additional information about that outcome. It is completed from the Information Tab on a job and is designed to standardize how results are tracked and shared.

What Job Resulting Is

Job Resulting allows teams to formally record the outcome of a job and collect structured data at the time of completion.

Organizations can configure what information is required when a job is marked as:

• Sale

• No Sale 

How Job Resulting Works

Job Resulting is applied at the job level, not to individual estimates or appointments.

When a job is resulted:

• A result type is selected (Sale or No Sale)

• Configured fields may be required

• The result is saved to the job

Each result type can have its own configuration, including different fields and requirements.

What Happens After a Job Is Resulted

Once a job is resulted, the system can:

• Send an email to configured recipients

• Include job details in that email

• Provide a downloadable resulting document based on a predefined pattern

Editing Job Results

Job results are not permanent and can be updated if needed.

Users can modify:

• The result type (Sale or No Sale)

• The answers provided in the fields

Submitting an updated result will reflect the new information and trigger updated outputs.

Important Notes

• Job Resulting applies to the job, not to individual estimates.

• If different estimates require separate outcomes, they must be created under separate jobs.

• Job Resulting must be configured before it is available to users.