You don't push most of the paper in Escape — the system does. Here's what happens on its own as jobs move through the day.

When a booking lands

A new booking — online or entered by your office — creates the job automatically. The card appears on the board in Scheduled, attached to the customer and the tech. No double entry, no copying details from a call note into a job form.

When a tech heads out

Moving the job to On The Way fires the on-the-way text to the customer. The tech taps one thing; the customer knows the truck is coming. (The full message sequence around an appointment is covered in What your customer receives.)

When the job is Done

Marking a job Done starts the close-out:

  • The service date is stamped on the customer — which is what makes future tune-up reminders land at the right time, months later. This happens on maintenance, tune-up and installation work: it tracks when they were last cleaned, not when something was last repaired, so a repair call never resets that clock. A new installation does reset it — you don't want a brand-new system called back for a cleaning a month later.
  • The working tags come off the customer, so they stop being treated as a job in progress.
  • The appointment closes itself out — it moves to Showed on the calendar, so finished work stops looking like it is still coming up. Nobody has to go back and tidy the calendar by hand.
  • The review ask goes out one day later — an email and a text, both linking straight to your Google page. Every customer gets the same ask; Google prohibits screening people first, so there is no survey or rating screen in between. Sales visits get a thank-you instead, and return visits get nothing. See How review requests work.

When the invoice is paid

Paying the invoice is what closes the job out properly:

  • The job is marked won, with the invoice total attached. Your numbers — jobs won, revenue — stay true without anyone updating a spreadsheet.
  • Job history is written to the customer's record — the date, the type of work, the amount, and who was on site. The next person who opens that contact has the story.

Why job history waits for payment, not Done. The history note carries the invoice amount, so it can't be written until there's an amount to write. A finished job sitting unpaid has its service date stamped and its tags cleared, but the history note appears once the invoice is settled. If you're looking for a job's history and don't see it yet, check whether the invoice has been paid.

What this adds up to

One booking, a few status taps from the tech, one payment — and Escape handles the customer texts, the paperwork, the review ask, and the future reminder. That's the point: the office work happens whether or not anyone's in the office.