Logging a direct job (non-marketplace)

Not all your work comes through the TruePro marketplace. If a repeat customer calls you directly, a referral gives you a number, or you are managing a contract with a body corporate, you can still run those jobs through TruePro — using the same quoting, invoicing, scheduling, and technician workflow tools you use for marketplace jobs. This guide explains how.

What is a direct job?

A direct job is a work order you create yourself for a client who did not post a job on TruePro. It bypasses the marketplace quoting pool entirely — no other pros see it, and your client does not need to register on TruePro for you to log it.

Everything else works exactly as it does for a marketplace job:

Quote builder with line items, VAT, and templates
PDF invoice generation
Scheduling and technician assignment
Technician mobile workflow (arrival, photos, completion evidence)
Compliance certificate upload
Platform payment protection (if you choose to take payment through the platform)

Don't have all the details yet? Log an enquiry first

Not every call, WhatsApp message, or walk-in is ready to become a job straight away — sometimes you just want to jot it down before it gets lost in a chat thread. Your Dashboard has a Pending enquiries panel for exactly this: click + Log enquiry and note down the customer's name, contact number, job type, suburb, and any brief notes. It shows up in the list with a count badge so nothing waits unanswered.

Each pending enquiry has four next-action buttons:

Send quote — jumps straight into the direct job form (see below), pre-filled with the enquiry's details, and takes you on to the quote builder once the job is created.
Create job — same pre-filled form, without going straight to the quote builder.
Schedule callback — pick a date and time to call them back, right there on the dashboard — no need to leave the page.
Discard — for enquiries that didn't go anywhere (wrong number, out of area, etc.).

An enquiry stays in your pending list until you actually finish creating a job from it (or schedule a callback, or discard it) — starting the "Send quote" or "Create job" form and not finishing it won't make the enquiry disappear, so nothing gets silently dropped if you get interrupted partway through.

How to log a direct job

There are two ways to start: click straight on the calendar if you already know when you're doing the job, or start from the Jobs list if you don't.

Starting from the calendar

Go to Calendar, switch to day view, and click the empty space in the team's lane at the time you want.
If that time is free, a small menu appears — click Log a job. (If it's too close to something else, you'll see a red box explaining why instead.)
This immediately reserves that appointment for you — you'll land on the New Job form with it already showing under Scheduling.
Fill in the client details (or search for an existing customer — see below), trade category, description, location, and urgency, then click Create job → to finish.

If you don't finish the form, that reserved time stays on your calendar as a draft — greyed out with "Draft job — click to finish" — until you either finish it or remove it with the × on the calendar card.

Starting from the Jobs list

Go to Jobs in your pro dashboard and click ＋ Log a job.
If this is a repeat customer, start typing their name, email, or cell number into any of the client detail fields — matching customers appear below, and selecting one fills in the rest automatically. Otherwise just type in a new customer's details directly.
Fill in the client details, trade category and subcategory, description, location, urgency, and any PO reference.
If you already know when you'll be doing the job, use the Scheduling section — click Add appointments →, set the duration, how many visits the job needs, and any travel padding, then click Continue to calendar → to click the time(s) you want. You'll land back on this form with them listed. Otherwise just click Create job → and schedule it later.

Either way, once the job is created you'll land on the Lead page where you can build and submit a quote just as you would for a marketplace lead.

Don't have every detail yet?

You don't need the full address, trade category, or every field filled in before clicking Create job →. If something's still missing, the job is saved as a draft rather than lost — you'll see a note showing exactly what's left, and the same form stays open so you can fill it in (now or later) and click Create job → again to finish. Nothing you've already typed gets discarded.

If you already know you're not ready to finish — you're still waiting on details from the client, for example — click Save & finish later instead. It saves your progress immediately without showing you any "missing field" messages, since you already know it isn't done, and takes you back to wherever you started from (the Jobs list, a customer's profile, the calendar).

To find a job you saved for later, go to Jobs and switch to List view — drafts show there by default with an amber Draft label, and clicking one takes you straight back to finishing it. If you've built up a lot of drafts and want a cleaner list of your real jobs, tick Hide drafts in the filters to drop them from view (they're never shown on the Kanban board either way).

Multiple appointments and "customer confirmation required"

A job can have more than one appointment — useful for jobs that need several visits. Once you've placed one, the Scheduling section's Add more appointments → button takes you straight back to the calendar to add another, using the same duration/padding you already set.

Each appointment listed in Scheduling has a pill you can click to toggle between Confirmed and Needs confirmation:

Confirmed — you've already agreed this time with the customer (e.g. over the phone), so no further action is needed from them. They get an email/WhatsApp letting them know it's booked, and it's shown on their job page as a settled fact.
Needs confirmation — the customer hasn't agreed to this specific time yet. They're notified straight away and will see a Confirm button and a Request a different time link on their job page — the same reschedule mechanism used everywhere else on TruePro, so if they ask for a different time, you'll get a proposal you can accept or counter-propose, exactly like any other reschedule request.

This works whether or not you've sent a quote yet — useful for call-out jobs where you need to see the job before you can price it (e.g. "I have no water"). Confirming a time is just a scheduling matter, not a price agreement, so your customer can confirm the appointment before, during, or after you send them a quote.

Until an appointment is confirmed, you'll see a small "Pending customer confirmation" flag on that appointment in your calendar and on the Live Dispatch Board — a reminder that it isn't fully locked in yet. A job you've started scheduling but haven't finished creating shows up on the calendar too, greyed out with "Draft job — click to finish" — click it to pick up where you left off, or use the × to remove that one appointment.

Does the client need a TruePro account?

No — direct jobs only require a name, and optionally an email address and cell number. If you provide an email address, TruePro sets up a login for your client behind the scenes so they can view the quote on their own branded page at any time (see below) — but they never need to actively "sign up," and how much they interact with it is entirely up to you.

How does my client review the quote, and do I need to collect payment through TruePro?

When you build a quote for a direct job, an extra Payment & acceptance section appears (you won't see this on marketplace quotes, since those always go through the standard platform payment flow):

Quote already accepted — ticked by default. Since you've already agreed the job with your own client, TruePro marks the quote (and job) as accepted the moment you submit it — no extra step for them. Untick this if you'd like TruePro to prompt the client to formally review and accept the quote online first (with a signature, same as a marketplace customer) — useful for larger jobs where you want a documented agreement.
Accept payment via TruePro EFT — ticked by default. Leave this on to get the same escrow payment protection as marketplace jobs. Untick it if you'd rather arrange payment with this client yourself, outside the platform.
Include my payment instructions on this quote — shows your own payment details (banking details, "cash on the day," etc.) on the quote. Set these once under Settings → Quote settings → Payment instructions for quotes, then choose per quote whether to include them.

You need at least one payment option switched on to submit a direct quote — either TruePro EFT, or your own payment instructions.

Your client sees all of this on their own branded portal page (a link is included in every quote email) — their quote total, whether it's already confirmed or needs their acceptance, and either a "Complete payment" button or your payment instructions, depending on what you chose.

How does a direct job appear in my dashboard?

Direct jobs appear in your Jobs dashboard alongside all your marketplace jobs. They are labelled Direct in the kanban and list views so you can tell them apart at a glance.

Can I schedule and assign a technician to a direct job?

Yes. Once you have created the job and built a quote, you can schedule a date and time and assign any technician on your team — exactly as you would for any other job.

What happens once the job is done, if you didn't take payment up front?

If you didn't collect payment before starting — either because you unticked Accept payment via TruePro EFT, or you skipped the quote altogether and went straight to scheduling — marking the job Complete is what triggers invoicing. See the Invoice management guide for exactly how that works, including the automatic-invoice review window and how to turn it off.

Found extra work once you were on site?

If the job turns out bigger than quoted, look for Log extra work on the job page — it spins off a new, linked direct job just for the additional scope, which you quote and invoice on its own. The one exception: if you ticked Quote already accepted and the client hasn't paid yet, you can just edit that same quote and re-send it instead — no need for a separate job. See the Invoice management guide's "Extra work found after the customer's already agreed" section for the full picture, including how this works for marketplace jobs too.

What about recurring or contract jobs?

Direct jobs support the same repeat scheduling options as marketplace jobs. If you have a body corporate or commercial client with recurring maintenance needs, you can set up a repeat frequency so that the next job is auto-created when the current one is completed. See the Recurring jobs guide for more detail.