https://fieldservicetested.com/feed/executions.xml2026-10-05T00:00:00ZFieldServiceTestedhttps://fieldservicetested.com/feed/executions.xml#exe-jobber-t-09-20261005-12026-10-05T00:00:00Z{ "id": "exe-jobber-t-09-20261005-1", "testCaseId": { "id": "t-09", "collection": "testCases" }, "testCaseVersion": "1.0.0", "productId": { "id": "jobber", "collection": "products" }, "planId": { "id": "jobber-grow", "collection": "plans" }, "trial": true, "appVersion": "Jobber iOS app (App Store, installed for the test), 2026-10-05, trial day 9", "device": "iPhone 13 mini (MLJC3VC/A)", "os": "iOS 26.7", "browser": "Native iOS app (screen recorded with iOS screen capture)", "network": "Home Wi-Fi, Cádiz, Spain; offline segment in airplane mode (Wi-Fi and mobile data off)", "testerId": { "id": "hugo-barrio-garcia", "collection": "people" }, "executedAt": "2026-10-05", "result": "pass", "durationMin": 35, "notes": "Technician Priya (fixture employee) on the phone, Job #13 'T-09 mobile field visit: AC condenser inspection' for Fixture residential customer 01 (the fixture service job for location 01 in this account). Sign-in: an App Tracking Transparency prompt appeared; declining it returned the session to the login screen, accepting it continued. Notifications skipped, location permission not granted; the home screen shows a map centred on an approximate area without location permission (not used in evidence). Searching '13' or '#13' in the app's search does not find job #13 (only customer 13 and its address). Equipment history: Jobber has no equipment record (see T-04, not-possible), so step 1 cannot be done; the visit shows the property and job history only. Online: started the visit timer, added the note 'Condenser inspected, no leaks found' with a photo (6:08), completed the checklist 'HVAC visit checklist (fixture)' (2/2 items, created on the web and attached to the visit) and captured a signature in it (6:17); all visible on reopening and on the web. Offline (airplane mode, 6:19-6:25): the app stayed usable and showed a banner 'Offline for N min | Items queued to sync'; added the note 'offline note: capacitor checked' with a second photo, labelled 'Waiting to sync' with the toast 'Note saved. It will sync when the files finish uploading'. Completing the visit offline offered close job and invoice now / close job and invoice later / leave job open / cancel; chose leave job open. The office web session showed none of the offline items while the phone was offline. On reconnecting, the app synced by itself within about a minute, without restarting: the web showed the offline note, its photo, the visit marked Completed and a time entry 6:02-6:24 (0h 21m). Timestamps: the offline note shows its creation time on the phone (6:21) but the upload time on the web (6:26); the photo file name keeps the capture time (~6:21); the time entry keeps the real end time. No missing or duplicated data. Not attempted offline: a second checklist entry and a second signature (the checklist and signature were completed online). Result pass against the criterion (everything synced after reconnecting, no data loss), with notes: no equipment history, search by job number fails, office sees upload time for offline notes.", "evidenceIds": [ { "id": "exe-jobber-t-09-20261005-1-signature", "collection": "evidence" }, { "id": "exe-jobber-t-09-20261005-1-offline-queued", "collection": "evidence" }, { "id": "exe-jobber-t-09-20261005-1-offline-waiting-sync", "collection": "evidence" }, { "id": "exe-jobber-t-09-20261005-1-offline-complete-visit", "collection": "evidence" }, { "id": "exe-jobber-t-09-20261005-1-search-job-number", "collection": "evidence" } ] }https://fieldservicetested.com/feed/executions.xml#exe-jobber-t-10-20261005-12026-10-05T00:00:00Z{ "id": "exe-jobber-t-10-20261005-1", "testCaseId": { "id": "t-10", "collection": "testCases" }, "testCaseVersion": "1.0.0", "productId": { "id": "jobber", "collection": "products" }, "planId": { "id": "jobber-grow", "collection": "plans" }, "trial": true, "appVersion": "Jobber iOS app (App Store, installed for the test), 2026-10-05, trial day 9", "device": "iPhone 13 mini (MLJC3VC/A)", "os": "iOS 26.7", "browser": "Native iOS app (screen recorded with iOS screen capture)", "network": "Home Wi-Fi, Cádiz, Spain; offline segment in airplane mode (Wi-Fi and mobile data off)", "testerId": { "id": "hugo-barrio-garcia", "collection": "people" }, "executedAt": "2026-10-05", "result": "partial", "durationMin": 10, "notes": "From Job #13 on the phone, Priya completed the visit with 'Close job and invoice now': invoice #4 'For Services Rendered', one line 'Service call' 1 x $11.00, tax $0, total and balance $11.00, salesperson Priya Fixture, created from job #13. Test mode: no card or test-mode flow was available. Jobber Payments is not set up in the trial account, the invoice shows 'Client hub payments: OFF - Clients can't pay invoices online. Contact your account admin to turn on client hub payments in account settings', and Collect Payment offers only Cash, Check and Other Payment Record (no card entry, no Tap to Pay, no payment link). No real card was used. Recorded $11.00 Cash dated Oct 05, 2026 against invoice 4 ('Payment Recorded'); the office web list then showed invoice #4 Paid, total $11.00, balance $0.00. Result partial: the payment is recorded against the invoice, but only as a manual record; a test-mode card payment or payment link could not be exercised without activating Jobber Payments.", "evidenceIds": [ { "id": "exe-jobber-t-10-20261005-1-invoice-draft", "collection": "evidence" }, { "id": "exe-jobber-t-10-20261005-1-client-hub-payments-off", "collection": "evidence" }, { "id": "exe-jobber-t-10-20261005-1-collect-options", "collection": "evidence" }, { "id": "exe-jobber-t-10-20261005-1-payment-recorded", "collection": "evidence" } ] }https://fieldservicetested.com/feed/executions.xml#exe-servicem8-t-04-20261002-12026-10-02T00:00:00Z{ "id": "exe-servicem8-t-04-20261002-1", "testCaseId": { "id": "t-04", "collection": "testCases" }, "testCaseVersion": "1.0.0", "productId": { "id": "servicem8", "collection": "products" }, "planId": { "id": "servicem8-premium-plus", "collection": "plans" }, "trial": true, "appVersion": "ServiceM8 iOS app (App Store, installed for the test), 2026-10-02, trial; region English (United States)", "device": "iPhone 13 mini (MLJC3VC/A)", "os": "iOS 26.7", "browser": "Native iOS app (screen recorded with iOS screen capture)", "network": "Home Wi-Fi, Cádiz, Spain; offline segment in airplane mode (Wi-Fi and mobile data off)", "testerId": { "id": "hugo-barrio-garcia", "collection": "people" }, "executedAt": "2026-10-02", "result": "partial", "durationMin": 5, "notes": "Mobile follow-up to exe-servicem8-t-04-20260930-1. On the phone, Client > Client Assets for Fixture residential customer 01 lists the imported asset 'Fixture AC condenser (res-01)' with its type, serial FX-SN-0001 and model; its history is empty. 'Complete Asset Setup' opens the camera to scan a ServiceM8 QR label, which is required before inspection or service forms can be recorded against the asset; no label was available, so no per-asset history could be built. Result partial (final): an equipment register with custom fields exists on the Growing plan add-on, but per-unit history depends on physical QR labels and on-site setup.", "evidenceIds": [ { "id": "exe-servicem8-t-04-20261002-1-asset-mobile", "collection": "evidence" } ] }https://fieldservicetested.com/feed/executions.xml#exe-servicem8-t-09-20261002-12026-10-02T00:00:00Z{ "id": "exe-servicem8-t-09-20261002-1", "testCaseId": { "id": "t-09", "collection": "testCases" }, "testCaseVersion": "1.0.0", "productId": { "id": "servicem8", "collection": "products" }, "planId": { "id": "servicem8-premium-plus", "collection": "plans" }, "trial": true, "appVersion": "ServiceM8 iOS app (App Store, installed for the test), 2026-10-02, trial; region English (United States)", "device": "iPhone 13 mini (MLJC3VC/A)", "os": "iOS 26.7", "browser": "Native iOS app (screen recorded with iOS screen capture)", "network": "Home Wi-Fi, Cádiz, Spain; offline segment in airplane mode (Wi-Fi and mobile data off)", "testerId": { "id": "hugo-barrio-garcia", "collection": "people" }, "executedAt": "2026-10-02", "result": "partial", "durationMin": 70, "notes": "Technician Priya (fixture employee, signed in with a routed lab mailbox) on the phone, Job #16 for Fixture residential customer 01. Online: check-in, a checklist with two items, a note, a photo and a client signature (Client Signoff, stored as 'Invoice Signoff'); all visible on reopening and through the office API. Equipment history: the asset imported in T-04 is visible under Client > Client Assets with type, serial and model, but its history is empty (no visits recorded against it without the QR label setup). Offline (airplane mode): the app stayed usable; added a note, a photo, a checklist item 'Offline check thermostat' and a second signoff, each saved on the phone without errors. On reconnecting, nothing synchronised automatically for about 10 minutes; the offline note and checklist item did not even appear in the phone's own job diary. After force-closing and reopening the app, everything uploaded, with no data loss or duplicates. Timestamps: the offline note carries its upload time (19:48 account time), while the photo and signoff keep their original capture times. Result partial: no data was lost, but synchronisation needed a manual app restart, so a technician who waits for the app to sync would see offline work missing; equipment history is empty.", "evidenceIds": [ { "id": "exe-servicem8-t-09-20261002-1-online-checklist", "collection": "evidence" }, { "id": "exe-servicem8-t-09-20261002-1-offline-note", "collection": "evidence" }, { "id": "exe-servicem8-t-09-20261002-1-synced-diary", "collection": "evidence" } ] }https://fieldservicetested.com/feed/executions.xml#exe-servicem8-t-10-20261002-12026-10-02T00:00:00Z{ "id": "exe-servicem8-t-10-20261002-1", "testCaseId": { "id": "t-10", "collection": "testCases" }, "testCaseVersion": "1.0.0", "productId": { "id": "servicem8", "collection": "products" }, "planId": { "id": "servicem8-premium-plus", "collection": "plans" }, "trial": true, "appVersion": "ServiceM8 iOS app (App Store, installed for the test), 2026-10-02, trial; region English (United States)", "device": "iPhone 13 mini (MLJC3VC/A)", "os": "iOS 26.7", "browser": "Native iOS app (screen recorded with iOS screen capture)", "network": "Home Wi-Fi, Cádiz, Spain; offline segment in airplane mode (Wi-Fi and mobile data off)", "testerId": { "id": "hugo-barrio-garcia", "collection": "people" }, "executedAt": "2026-10-02", "result": "partial", "durationMin": 10, "notes": "On Job #16 (after T-09), Priya opened Add Payment on the phone. Test mode: no payment gateway is active in the trial, so there is no card processing, no Tap to Pay and no test-mode flow; the app only records a payment manually (method Card or Cash, with an optional photo of a receipt). No real card was used. Recorded $11.00 'Card' by Priya; the job moved to Completed and the invoice to PAID, with the signature attached. Findings: the phone shows amounts in € (device locale) and the invoice template is Australian (ABN, BSB fields) although the account region is English (United States). Result partial: the payment is recorded against the invoice, but only as a manual record; a sandbox card payment or payment link could not be exercised without activating a gateway.", "evidenceIds": [ { "id": "exe-servicem8-t-10-20261002-1-add-payment", "collection": "evidence" }, { "id": "exe-servicem8-t-10-20261002-1-invoice-paid", "collection": "evidence" } ] }https://fieldservicetested.com/feed/executions.xml#exe-servicem8-t-03-20260929-12026-09-30T00:00:00Z{ "id": "exe-servicem8-t-03-20260929-1", "testCaseId": { "id": "t-03", "collection": "testCases" }, "testCaseVersion": "1.0.0", "productId": { "id": "servicem8", "collection": "products" }, "planId": { "id": "servicem8-premium-plus", "collection": "plans" }, "trial": true, "appVersion": "ServiceM8 web app (go.servicem8.com), 2026-09-29, trial day 2; region English (United States)", "device": "MacBook Air M3 24 GB", "os": "macOS Tahoe 26.6.2", "browser": "Claude desktop built-in browser (Chromium)", "network": "Home fibre, Cádiz, Spain", "testerId": { "id": "hugo-barrio-garcia", "collection": "people" }, "executedAt": "2026-09-30", "result": "partial", "durationMin": 20, "notes": "ServiceM8 has no sites/properties list and no parent-child client link: the client card has Client Details (name, address, contacts with roles such as Billing Contact), Billing Details (billing address, tax rate, payment terms) and Jobs. The payer/location split is handled per job: each job has a free-text Job Address, and the billing side has its own Billing Address with a 'Same as job address' box ticked by default. Test: New Job for client Cedar Lane Properties (the payer), Job Address typed as 'Unit 1, 119 Fictional Example Lane ...', description service-02; Billing tab: item RIDGELINE-DIAG ($11), quote accepted (Work Order). The invoice draft ('Send Invoice', not sent) is addressed to Cedar Lane's Billing Contact with subject 'Invoice RE: Unit 1, 119 Fictional Example Lane ... / Job # 2', so the manager is billed for work at the unit. But the six units are not stored anywhere under Cedar Lane: every job needs the unit address retyped, the billing address defaults to the job (unit) address unless the box is unticked and the payer's address typed, and our import had already merged same-name unit rows (T-01). Result partial: payer billing works per job, but there is no reusable list of service locations under one payer.", "evidenceIds": [ { "id": "exe-servicem8-t-03-20260929-1-client-details", "collection": "evidence" }, { "id": "exe-servicem8-t-03-20260929-1-client-billing", "collection": "evidence" }, { "id": "exe-servicem8-t-03-20260929-1-job-billing", "collection": "evidence" }, { "id": "exe-servicem8-t-03-20260929-1-invoice-email-draft", "collection": "evidence" } ] }https://fieldservicetested.com/feed/executions.xml#exe-servicem8-t-04-20260930-12026-09-30T00:00:00Z{ "id": "exe-servicem8-t-04-20260930-1", "testCaseId": { "id": "t-04", "collection": "testCases" }, "testCaseVersion": "1.0.0", "productId": { "id": "servicem8", "collection": "products" }, "planId": { "id": "servicem8-premium-plus", "collection": "plans" }, "trial": true, "appVersion": "ServiceM8 web app (go.servicem8.com), 2026-09-29, trial day 2; region English (United States)", "device": "MacBook Air M3 24 GB", "os": "macOS Tahoe 26.6.2", "browser": "Claude desktop built-in browser (Chromium)", "network": "Home fibre, Cádiz, Spain", "testerId": { "id": "hugo-barrio-garcia", "collection": "people" }, "executedAt": "2026-09-30", "result": "partial", "durationMin": 25, "notes": "Equipment tracking is the 'Asset Management' add-on (Add-on Directory label: Growing Plan); switched on in the trial ('Activated successfully'). Setup: Asset Types (name, badge, custom fields) - created 'AC condenser' with Serial Number and Model. The Assets list on the web says 'No Assets found. Create Assets using the ServiceM8 mobile app'; the web only offers Bulk Import, one client and one asset type at a time, and warns that each imported asset still needs a ServiceM8 QR code label applied and the setup completed on site before forms (inspection/service) can be recorded against it. Imported one asset for Fixture residential customer 01 ('Fixture AC condenser (res-01)', serial FX-SN-0001, model 'Fixture model A'); the API shows it attached to the client with no location (lat/lng 0). Recording service history against the asset (scan label, attach job/form) is done in the mobile app and is pending for the mobile day (T-09/T-10, 5 Oct). Result partial for now: an equipment register with custom fields exists on the Growing plan, but creation and history are mobile/QR-label driven; per-asset history not yet observed.", "evidenceIds": [ { "id": "exe-servicem8-t-04-20260930-1-addon-activated", "collection": "evidence" }, { "id": "exe-servicem8-t-04-20260930-1-assets-mobile-only", "collection": "evidence" }, { "id": "exe-servicem8-t-04-20260930-1-asset-import-rules", "collection": "evidence" }, { "id": "exe-servicem8-t-04-20260930-1-asset-import-mapping", "collection": "evidence" } ] }https://fieldservicetested.com/feed/executions.xml#exe-servicem8-t-05-20260930-12026-09-30T00:00:00Z{ "id": "exe-servicem8-t-05-20260930-1", "testCaseId": { "id": "t-05", "collection": "testCases" }, "testCaseVersion": "1.0.0", "productId": { "id": "servicem8", "collection": "products" }, "planId": { "id": "servicem8-premium-plus", "collection": "plans" }, "trial": true, "appVersion": "ServiceM8 web app (go.servicem8.com), 2026-09-29, trial day 2; region English (United States)", "device": "MacBook Air M3 24 GB", "os": "macOS Tahoe 26.6.2", "browser": "Claude desktop built-in browser (Chromium)", "network": "Home fibre, Cádiz, Spain", "testerId": { "id": "hugo-barrio-garcia", "collection": "people" }, "executedAt": "2026-09-30", "result": "pass", "durationMin": 15, "notes": "Multi-option quotes use the 'Proposals' add-on (Add-on Directory label: Growing Plan), switched on in the trial. Job #3 for Fixture residential customer 02 (job address typed; client contact email set to a lab customer mailbox). Proposal button on the job card > Blank Proposal > title 'AC replacement options'; the items section has a type menu (Fixed Items, Fixed Items (Subtotal Only), Multiple Choice, Optional); set to Multiple Choice ('Choose one system') with Fixture replacement packages 1, 2 and 3 ($100/$200/$300) picked from the imported catalogue. Email from the proposal opens a prefilled message to the billing contact (the lab customer mailbox) with an sm8.link 'View and accept your estimate online' link; sent at 02:34 UTC. The customer page shows the three options as radio buttons ('NOT SELECTED' on the others) and a total that follows the choice; package 2 chosen, Accept > 'I accept the price and terms of the quote' > 'Proposal Accepted - Thanks for choosing FieldServiceTested Lab!'. Office side: in-app toast 'Customer accepted Proposal for Job #3 online', diary 'Quote Approved - Customer accepted Proposal online', job status changed from Quote to Work Order, and Billing holds only the chosen line (RIDGELINE-REPLACE-02, $200). The owner received a 'Proposal Accepted for Job #3' email from ServiceM8 at 02:36 UTC (saved). The quote email to the customer mailbox was not produced as evidence (not in the operator's mailbox at the time of saving). The quote was sent and accepted from the same browser. Whole flow about 5 minutes (video 4:31). Result pass.", "evidenceIds": [ { "id": "exe-servicem8-t-05-20260930-1-proposal-options", "collection": "evidence" }, { "id": "exe-servicem8-t-05-20260930-1-send-email", "collection": "evidence" }, { "id": "exe-servicem8-t-05-20260930-1-customer-view", "collection": "evidence" }, { "id": "exe-servicem8-t-05-20260930-1-accepted", "collection": "evidence" }, { "id": "exe-servicem8-t-05-20260930-1-job-approved", "collection": "evidence" }, { "id": "exe-servicem8-t-05-20260930-1-job-billing", "collection": "evidence" } ] }https://fieldservicetested.com/feed/executions.xml#exe-servicem8-t-06-20260930-12026-09-30T00:00:00Z{ "id": "exe-servicem8-t-06-20260930-1", "testCaseId": { "id": "t-06", "collection": "testCases" }, "testCaseVersion": "1.0.0", "productId": { "id": "servicem8", "collection": "products" }, "planId": { "id": "servicem8-premium-plus", "collection": "plans" }, "trial": true, "appVersion": "ServiceM8 web app (go.servicem8.com), 2026-09-29, trial day 2; region English (United States)", "device": "MacBook Air M3 24 GB", "os": "macOS Tahoe 26.6.2", "browser": "Claude desktop built-in browser (Chromium)", "network": "Home fibre, Cádiz, Spain", "testerId": { "id": "hugo-barrio-garcia", "collection": "people" }, "executedAt": "2026-09-30", "result": "pass", "durationMin": 10, "notes": "Technician Priya (fixture employee, security role Staff, default permissions) logged in on the web app in the built-in browser. Setup friction: the admin sets the staff password on Settings > Staff > Edit (operator typed it); first login from a new device asks for an emailed verification code, so the staff login email had to be a routed lab mailbox (changed from the fixture example.com address to a routed lab mailbox with operator approval). Priya found her job #7 (Fixture residential customer 04, booked Oct 1 10:00) through Search, opened Billing and added the catalogue part RIDGELINE-PART-01 'Fixture part 1, \"example\"' ($1.00) via the Item Code 'Search or Add New' field (typing in Item Name instead starts a new free-text item). Totals refreshed immediately (no reload). She then pressed Complete: job turned Completed with an invoice of $1.00 containing the field-added part; no office retyping. Notes: with default Staff permissions the technician can edit billing, complete the job and sees 'Send Invoice' (could email the invoice herself; not used). The item search also listed a duplicate 'Fixture part 1, \"example\"' entry pulled back from the shared QBO company after T-13 (lab confound). Result pass.", "evidenceIds": [ { "id": "exe-servicem8-t-06-20260930-1-billing-empty", "collection": "evidence" }, { "id": "exe-servicem8-t-06-20260930-1-item-search", "collection": "evidence" }, { "id": "exe-servicem8-t-06-20260930-1-completed", "collection": "evidence" } ] }https://fieldservicetested.com/feed/executions.xml#exe-servicem8-t-07-20260930-12026-09-30T00:00:00Z{ "id": "exe-servicem8-t-07-20260930-1", "testCaseId": { "id": "t-07", "collection": "testCases" }, "testCaseVersion": "1.0.0", "productId": { "id": "servicem8", "collection": "products" }, "planId": { "id": "servicem8-premium-plus", "collection": "plans" }, "trial": true, "appVersion": "ServiceM8 web app (go.servicem8.com), 2026-09-29, trial day 2; region English (United States)", "device": "MacBook Air M3 24 GB", "os": "macOS Tahoe 26.6.2", "browser": "Claude desktop built-in browser (Chromium)", "network": "Home fibre, Cádiz, Spain", "testerId": { "id": "hugo-barrio-garcia", "collection": "people" }, "executedAt": "2026-09-30", "result": "partial", "durationMin": 12, "notes": "Setup (API, before recording): eight fixture jobs #6-#13 (service-03..10, Fixture residential customers 03-10) booked on Thu Oct 1 2026 in 2-hour slots: Priya 8-10/10-12/1-3, Tyler 8-10/10-12/1-3, Marcus 1-3/3-5 (Marcus also holds job #5 8-12). Dispatch Board > Staff Schedules day view showed the 'before' state per technician. Emergency: New Job #14 for Fixture residential customer 11 ('EMERGENCY - no cooling...'), status Work Order, Schedule > Add Booking. The booking dialog lists suggested slots ('Earliest') per staff member and only proposes free slots (for Tyler on Oct 1 it offered 3:00 pm). Forcing Tyler 10:00 AM, 2 hrs flagged 'Conflicted Booking' in red and showed both events side by side in the dialog calendar, but saving was allowed. On the Staff Schedules day view the two overlapping bookings are stacked: only #14 is visible in Tyler's 10:00 slot and the displaced job #10 is hidden (no conflict marker). The displaced job was moved from its job card (Upcoming Bookings > Edit Booking > time 3:00 PM > Save Booking); the dialog showed the conflict cleared. Job diary logs 'Booking - Scheduled for Tyler on 10/1/2026 3:00 PM'. Client notification: nothing sent automatically on booking or reschedule; the job card offers manual Email/SMS; default Email Templates are Overdue Payment, Payment Demand, Standard Invoice, Standard Quote (no reschedule or on-the-way template). Note: the eight setup jobs had no job contact, so a contact-level automation could not have fired for them anyway. Dispatch Map: fictional addresses not geocoded; the map centred on the operator's real area, so that segment was cut from the video for privacy and route context was not judged. Result partial: emergency insertion is quick and conflicts are flagged at booking time, but the day view hides the displaced job and the client must be informed manually.", "evidenceIds": [ { "id": "exe-servicem8-t-07-20260930-1-before", "collection": "evidence" }, { "id": "exe-servicem8-t-07-20260930-1-conflict", "collection": "evidence" }, { "id": "exe-servicem8-t-07-20260930-1-email-templates", "collection": "evidence" }, { "id": "exe-servicem8-t-07-20260930-1-after", "collection": "evidence" } ] }https://fieldservicetested.com/feed/executions.xml#exe-servicem8-t-08-20260930-12026-09-30T00:00:00Z{ "id": "exe-servicem8-t-08-20260930-1", "testCaseId": { "id": "t-08", "collection": "testCases" }, "testCaseVersion": "1.0.0", "productId": { "id": "servicem8", "collection": "products" }, "planId": { "id": "servicem8-premium-plus", "collection": "plans" }, "trial": true, "appVersion": "ServiceM8 web app (go.servicem8.com), 2026-09-29, trial day 2; region English (United States)", "device": "MacBook Air M3 24 GB", "os": "macOS Tahoe 26.6.2", "browser": "Claude desktop built-in browser (Chromium)", "network": "Home fibre, Cádiz, Spain", "testerId": { "id": "hugo-barrio-garcia", "collection": "people" }, "executedAt": "2026-09-30", "result": "pass", "durationMin": 30, "notes": "Multi-visit job with deposit. Deposits/progress invoices need the 'Partial/Progress Invoicing' add-on (Add-on Directory label: Starter Plan); activated in the trial, followed by an explanatory email to the owner. Setup (done through the account's REST API from the logged-in session to save time; the web job card offers the same fields): Job #5 for Fixture residential customer 05, Work Order, one line RIDGELINE-REPLACE-02 $200, three bookings for Marcus (Oct 1, Oct 2, Oct 5, 8:00-12:00), which the job card lists under 'Upcoming Bookings' and in the diary. Deposit: Billing > status button menu > 'Partial Invoice - Create a Partial or Progress Invoice for this job'. The dialog lists the job's lines with tick boxes plus 'Add Material/Service'; there is no percentage option, so a 30% deposit is a new line priced by hand ($60). Confirming failed first with 'All items must have a valid item code before confirming the partial invoice' until the line was given a catalogue code (we created FIXTURE-DEPOSIT, $0). Then 'Invoice Created Successfully': a separate completed job/invoice #5A for $60 opens in the viewer, and the original job #5 gets a negative 'Partial invoice #5A' line so its balance drops from $200 to $140. Payment received was left as 'No payment received' (deposit invoiced, not paid). Result pass: several visits on one job and a deposit invoice that reduces the remaining balance, with friction (manual amount, item code required, add-on on Starter plan or higher).", "evidenceIds": [ { "id": "exe-servicem8-t-08-20260930-1-addon-progress", "collection": "evidence" }, { "id": "exe-servicem8-t-08-20260930-1-three-visits", "collection": "evidence" }, { "id": "exe-servicem8-t-08-20260930-1-partial-invoice", "collection": "evidence" }, { "id": "exe-servicem8-t-08-20260930-1-item-code-required", "collection": "evidence" }, { "id": "exe-servicem8-t-08-20260930-1-invoice-5a", "collection": "evidence" }, { "id": "exe-servicem8-t-08-20260930-1-balance", "collection": "evidence" } ] }https://fieldservicetested.com/feed/executions.xml#exe-servicem8-t-11-20260930-12026-09-30T00:00:00Z{ "id": "exe-servicem8-t-11-20260930-1", "testCaseId": { "id": "t-11", "collection": "testCases" }, "testCaseVersion": "1.0.0", "productId": { "id": "servicem8", "collection": "products" }, "planId": { "id": "servicem8-premium-plus", "collection": "plans" }, "trial": true, "appVersion": "ServiceM8 web app (go.servicem8.com), 2026-09-29, trial day 2; region English (United States)", "device": "MacBook Air M3 24 GB", "os": "macOS Tahoe 26.6.2", "browser": "Claude desktop built-in browser (Chromium)", "network": "Home fibre, Cádiz, Spain", "testerId": { "id": "hugo-barrio-garcia", "collection": "people" }, "executedAt": "2026-09-30", "result": "pass", "durationMin": 25, "notes": "Recurring maintenance needs the 'Recurring Jobs + Reminders' add-on (Add-on Directory label: Starter Plan; a separate free 'Simple Recurring Jobs' add-on also exists). After activation a 'New Recurring Job' action and a 'Recurring Jobs' tab appear on the Dispatch Board. The New Recurring Job form: customer, Job Template (mandatory - saving without one fails with 'Job Template is mandatory', and a new account has none, so we first created the template 'Fixture maintenance visit' with the RIDGELINE-MAINT line, $12, in the Job Templates add-on), recurring type ('Job should be automatically scheduled' or 'Reminder should arrive in the Inbox'), time, duration, staff, description, start date, frequency (every weekday, 1-4/6/8 weeks, 3/6/12/24 months, custom) and end (never, after N recurrences, by date). Setup: Fixture residential customer 02, every 6 months from Mon 1 Mar 2027, 4 recurrences, 8:00 for 1 hour, Priya. The form previews the future bookings (1 Mar 2027, 1 Sep 2027, 1 Mar 2028...) before saving; the Recurring Jobs tab then lists the series ('Every 6 Months on the 1st', next 03/01/2027, end 09/01/2028). Individual jobs are not created yet (none in the job list today), i.e. they are generated ahead of each date rather than all at once. Result pass: a real recurring series with preview, end rule and template, but it needs a Starter-plan add-on and a job template first.", "evidenceIds": [ { "id": "exe-servicem8-t-11-20260930-1-addon", "collection": "evidence" }, { "id": "exe-servicem8-t-11-20260930-1-template-mandatory", "collection": "evidence" }, { "id": "exe-servicem8-t-11-20260930-1-setup", "collection": "evidence" }, { "id": "exe-servicem8-t-11-20260930-1-series-list", "collection": "evidence" } ] }https://fieldservicetested.com/feed/executions.xml#exe-servicem8-t-12-20260930-12026-09-30T00:00:00Z{ "id": "exe-servicem8-t-12-20260930-1", "testCaseId": { "id": "t-12", "collection": "testCases" }, "testCaseVersion": "1.0.0", "productId": { "id": "servicem8", "collection": "products" }, "planId": { "id": "servicem8-premium-plus", "collection": "plans" }, "trial": true, "appVersion": "ServiceM8 web app (go.servicem8.com), 2026-09-29, trial day 2; region English (United States)", "device": "MacBook Air M3 24 GB", "os": "macOS Tahoe 26.6.2", "browser": "Claude desktop built-in browser (Chromium)", "network": "Home fibre, Cádiz, Spain", "testerId": { "id": "hugo-barrio-garcia", "collection": "people" }, "executedAt": "2026-09-30", "result": "pass", "durationMin": 20, "notes": "Job costing is the 'Job Costing' add-on (Premium Plan label), switched on through a short activation wizard: labour cost per hour for the 'Labour' item (we entered $25, an invented protocol amount) and material purchase costs (entered manually or by bulk import when no accounting package is connected). Test on Job #3 (Fixture residential customer 02, sale $200, RIDGELINE-REPLACE-02): purchase cost of the item set to $50 (the job line picked it up), and 8 hours of recorded work for Marcus added as a time entry (created through the session API because time is normally recorded by check-in/out in the mobile app). The job's Billing tab then shows Job Time '8 hrs', Admin Time '1 min' and 'Estimated Profit -$50' = $200 sale - $50 material - 8 h x $25 labour, i.e. labour is costed from tracked time and the job shows a loss. Result pass: materials and labour roll into a live per-job profit figure; requires Premium ($149/mo) and a labour cost rate set up front. Time capture in the field to be seen on the mobile day.", "evidenceIds": [ { "id": "exe-servicem8-t-12-20260930-1-labor-cost-setup", "collection": "evidence" }, { "id": "exe-servicem8-t-12-20260930-1-estimated-profit", "collection": "evidence" } ] }https://fieldservicetested.com/feed/executions.xml#exe-servicem8-t-13-20260930-12026-09-30T00:00:00Z{ "id": "exe-servicem8-t-13-20260930-1", "testCaseId": { "id": "t-13", "collection": "testCases" }, "testCaseVersion": "1.0.0", "productId": { "id": "servicem8", "collection": "products" }, "planId": { "id": "servicem8-premium-plus", "collection": "plans" }, "trial": true, "appVersion": "ServiceM8 web app (go.servicem8.com), 2026-09-29, trial day 2; region English (United States)", "device": "MacBook Air M3 24 GB", "os": "macOS Tahoe 26.6.2", "browser": "Claude desktop built-in browser (Chromium)", "network": "Home fibre, Cádiz, Spain", "testerId": { "id": "hugo-barrio-garcia", "collection": "people" }, "executedAt": "2026-09-30", "result": "pass", "durationMin": 25, "notes": "Lab QBO company is the shared Global es-ES/EUR edition (decision 25-09); another field service app from a separate evaluation was still connected to it, idle (no approvals or syncs) - declared confound. Connection: Add-ons > 'QuickBooks Online Integration' (Free) > Connect > wizard Connect to QuickBooks > Intuit consent (operator) > Tax Settings maps each ServiceM8 tax rate to a QBO rate (all to 'Lab tax 0%') > 'ServiceM8 is connected to QuickBooks Online!'. No plan gate shown. Invoices go to QBO only after approval: Invoicing > Awaiting Approval with a 'Sent to QBO' column (Pending Approval). On approve, ServiceM8 asks to allocate an income account to each new material before sending (set to 'Services'). Job 5A (T-08 progress invoice, $60, deposit item FIXTURE-DEPOSIT) synced: status Pending Payment with QBO icon; QBO shows invoice 5A EUR 60 against the existing 'Fixture residential customer 05' (matched by name, no duplicate customer); item created as FIXTURE-DEPOSIT. Job #6 (catalogue items 'Fixture flat-rate repair 1' and 'Fixture part 1, \"example\"', $21) failed twice with a dialog 'Validation Issue [object Object]' (server reply success:false, empty message); adding job/billing contacts did not help. Control job #15 with a brand-new item (Fixture sync check service, $5) synced at once and appears in QBO as invoice 15. Likely cause: items with the same names already exist in the shared QBO company (created by earlier tests in the same company) - a lab confound, but the error text gives the office nothing to act on. Currency shows as EUR in QBO because of the lab edition. Invoice dates from API-completed jobs show 9/29 (account timezone). Result pass with notes: connection and invoice sync work with approval control and income-account prompt; the unreadable validation error is a finding.", "evidenceIds": [ { "id": "exe-servicem8-t-13-20260930-1-addon", "collection": "evidence" }, { "id": "exe-servicem8-t-13-20260930-1-tax-mapping", "collection": "evidence" }, { "id": "exe-servicem8-t-13-20260930-1-connected", "collection": "evidence" }, { "id": "exe-servicem8-t-13-20260930-1-income-accounts", "collection": "evidence" }, { "id": "exe-servicem8-t-13-20260930-1-validation-object", "collection": "evidence" }, { "id": "exe-servicem8-t-13-20260930-1-sm8-status", "collection": "evidence" }, { "id": "exe-servicem8-t-13-20260930-1-qbo-invoices", "collection": "evidence" } ] }https://fieldservicetested.com/feed/executions.xml#exe-servicem8-t-14-20260930-12026-09-30T00:00:00Z{ "id": "exe-servicem8-t-14-20260930-1", "testCaseId": { "id": "t-14", "collection": "testCases" }, "testCaseVersion": "1.0.0", "productId": { "id": "servicem8", "collection": "products" }, "planId": { "id": "servicem8-premium-plus", "collection": "plans" }, "trial": true, "appVersion": "ServiceM8 web app (go.servicem8.com), 2026-09-29, trial day 2; region English (United States)", "device": "MacBook Air M3 24 GB", "os": "macOS Tahoe 26.6.2", "browser": "Claude desktop built-in browser (Chromium)", "network": "Home fibre, Cádiz, Spain", "testerId": { "id": "hugo-barrio-garcia", "collection": "people" }, "executedAt": "2026-09-30", "result": "partial", "durationMin": 20, "notes": "Self-service exports come with the free 'Advanced Reporting Pack' add-on ('exportable job and client lists for MS Excel'; description: 'Bulk Export - Download all your jobs, clients or materials'). After activation, Reports shows an Export section: Client List, Job List, Recurring Job List. Client List and Job List links go through a re-authentication step (PluginTwoStepAuthentication_Reauthenticate) before the export page; with a fresh login it passed straight through. Client export ('Download Mailing List', CSV): payment terms, company address, billing address and its split fields, billing contact, name, contact first/last, tax rate, email, billing email, phones - one row per client (24 rows here; merged-unit problem from T-01 persists, no notes, no site list). Job export ('Download Job Export Report', CSV, 13 lines for 7 jobs incl. the sample and partial invoice #5A): job number, date, status, company, contact, job address, quote/work order/invoice dates, payment received and amount, total invoice amount, total cost, billing address, description, work completed, invoice number, completion staff/date, badges, billing contact - no line items. Line items/materials: the add-on promises a materials export and a 'Material Usage' report exists; not exported in this run. Materials catalogue has a bulk import; the REST API (used for verification) also exposes everything to a developer. Attachments/photos: separate free add-ons 'Attachment Download' and 'Download Client Assets' exist (not activated); third-party 'ZIP Attachments' costs $8.99/mo. We read the CSVs in the browser to verify their content rather than downloading files to the operator's machine. Port-out/support answer: T-15. Result partial: client and job lists export as CSV at no extra cost, but invoice lines and documents need further add-ons or one-by-one download.", "evidenceIds": [ { "id": "exe-servicem8-t-14-20260930-1-export-menu", "collection": "evidence" }, { "id": "exe-servicem8-t-14-20260930-1-job-export", "collection": "evidence" } ] }https://fieldservicetested.com/feed/executions.xml#exe-servicem8-t-15-20260930-12026-09-30T00:00:00Z{ "id": "exe-servicem8-t-15-20260930-1", "testCaseId": { "id": "t-15", "collection": "testCases" }, "testCaseVersion": "1.0.0", "productId": { "id": "servicem8", "collection": "products" }, "planId": { "id": "servicem8-premium-plus", "collection": "plans" }, "trial": true, "appVersion": "ServiceM8 web app (go.servicem8.com), 2026-09-29, trial day 2; region English (United States)", "device": "MacBook Air M3 24 GB", "os": "macOS Tahoe 26.6.2", "browser": "Claude desktop built-in browser (Chromium)", "network": "Home fibre, Cádiz, Spain", "testerId": { "id": "hugo-barrio-garcia", "collection": "people" }, "executedAt": "2026-09-30", "result": "pass", "durationMin": 15, "notes": "Same two questions sent to every product tested in this campaign: (1) what can be exported without contacting support (customers, jobs, invoices, photos/attachments) and in which formats; (2) how to set up one payer (a property manager) with six service locations so a job at one unit bills the manager, and whether that is on the trialed plan. Channel: Help > Contact Support > New request; sent 2026-09-30 03:26 UTC; the reply arrived by email to the lab mailbox at 05:50 UTC, 2 h 24 min later, from a named agent (name redacted). Q1: lists each record type with its format (Client List and Job List CSV, invoices as individual PDFs with no bulk download, attachments one by one or in a full account backup ZIP with CSV/JSON data and original files) and says the CSV exports need the Advanced Reporting Pack add-on, activable in the trial; consistent with our T-14 observations (the full backup was not tested): quality 3. Q2: use the free Client Sites add-on, with the manager as head-office client and each unit as a site; jobs stay on the site while quotes and invoices use the head office's billing details; gives steps to convert existing clients and confirms it is available in the trial for free: quality 3. Time to first useful answer: 2 h 24 min (asynchronous). Result pass.", "evidenceIds": [ { "id": "exe-servicem8-t-15-20260930-1-request", "collection": "evidence" }, { "id": "exe-servicem8-t-15-20260930-1-sent", "collection": "evidence" }, { "id": "exe-servicem8-t-15-20260930-1-transcript", "collection": "evidence" } ] }https://fieldservicetested.com/feed/executions.xml#exe-servicem8-t-16-20260930-12026-09-30T00:00:00Z{ "id": "exe-servicem8-t-16-20260930-1", "testCaseId": { "id": "t-16", "collection": "testCases" }, "testCaseVersion": "1.0.0", "productId": { "id": "servicem8", "collection": "products" }, "planId": { "id": "servicem8-premium-plus", "collection": "plans" }, "trial": true, "appVersion": "ServiceM8 web app (go.servicem8.com), 2026-09-29, trial day 2; region English (United States)", "device": "MacBook Air M3 24 GB", "os": "macOS Tahoe 26.6.2", "browser": "Claude desktop built-in browser (Chromium)", "network": "Home fibre, Cádiz, Spain", "testerId": { "id": "hugo-barrio-garcia", "collection": "people" }, "executedAt": "2026-09-30", "result": "pass", "durationMin": 15, "notes": "Public US pricing page (servicem8.com/us/pricing, read 30 Sep 2026) and the in-app 'Choose a pricing plan' page (account region United States) show the same USD monthly prices: Free $0 (1 user, 30 jobs/month), Starter $29 (unlimited users, 50 jobs/month), Growing $79 (150 jobs), Premium $149 (500 jobs), Premium Plus $349 (1,500+ jobs). Pricing is by 'job credits' (each new job card uses one; a quote accepted into a work order does not use another), not per user; SMS have a monthly cap with an overage fee; going over the job credits allows 7 more days before an upgrade prompt; no lock-in, 14-day trial without card, 'full access to all features during your free trial'. Plan gates relevant to our protocol: Partial/Progress invoices (deposits) Starter+; Asset Management, Forms builder, Proposals (multi-option quotes), Bundles, Inbox Growing+; Job Costing, Markup Billing, Knowledge Premium+. Discrepancy: the public page lists 'Recurring Jobs' as 'Available in All Plans' (and in the Free column), while the in-app plan table and the Add-on Directory label 'Recurring Jobs + Reminders' as Starter Plan (a separate free 'Simple Recurring Jobs' add-on exists). Protocol needs (multi-option quotes, equipment, deposits, recurring, job costing) put a contractor on Premium ($149/mo) if job costing is required, otherwise Growing ($79/mo). The full-featured app is iOS; Android users get 'ServiceM8 Lite' (relevant for the mobile day). Add-on list with plan labels saved as addons-gates-20260930.txt.", "evidenceIds": [ { "id": "exe-servicem8-t-16-20260930-1-pricing", "collection": "evidence" }, { "id": "exe-servicem8-t-16-20260930-1-inapp-plans", "collection": "evidence" }, { "id": "addons-gates-20260930", "collection": "evidence" } ] }https://fieldservicetested.com/feed/executions.xml#exe-jobber-t-13-20260928-12026-09-29T00:00:00Z{ "id": "exe-jobber-t-13-20260928-1", "testCaseId": { "id": "t-13", "collection": "testCases" }, "testCaseVersion": "1.0.0", "productId": { "id": "jobber", "collection": "products" }, "planId": { "id": "jobber-grow", "collection": "plans" }, "trial": true, "appVersion": "Jobber web app + QuickBooks Online Integration app, 2026-09-28/29; QuickBooks Online Global (es-es, EUR) trial company", "device": "MacBook Air M3 24 GB", "os": "macOS Tahoe 26.6.2", "browser": "Claude desktop built-in browser (Chromium)", "network": "Home fibre, Cádiz, Spain", "testerId": { "id": "hugo-barrio-garcia", "collection": "people" }, "executedAt": "2026-09-29", "result": "pass", "durationMin": 35, "notes": "Lab caveat: we could not open a US QuickBooks company (US phone/billing address required), so the sync target is a QuickBooks Online Global trial company (Spain locale, EUR) rather than a US sandbox; Jobber's marketplace page did not restrict the connection. Setup: Apps > Accounting > QuickBooks Online > Connect: Jobber-side OAuth consent ('QuickBooks Online Integration wants to connect to your Jobber account', Allow Access by the owner), then Intuit sign-in and 'Conectar' consent (owner), then a 3-step wizard (import clients / products & services from QBO to Jobber, both turned off: 'no way to change this choice later'). Sync Settings defaults: clients after they appear on an invoice/payment/timesheet, products after they appear on an invoice, invoices after marked as sent, payments when collected, timesheets when approved; older items can be pushed manually. Test: Invoice #2 (job #4, $21.00, lines RIDGELINE-REPAIR-01 $20 + RIDGELINE-PART-01 $1) marked as sent, then a manual $21.00 payment (method Other, ref T13-fixture-payment) recorded. Sync Activity within about a minute: client and both products Synced; invoice Error '0% tax rate not found - Non-taxable item on invoice, but no tax code with a rate of 0% was found in QuickBooks', payment Error 'Missing invoice in QuickBooks'. Fix as instructed: in QBO Tax > Set up tax, created a 0% sales tax ('Lab tax', agency 'Lab tax agency', yearly, accrual); Retry (2) -> invoice Synced 12:06am, payment Synced right after; 0 errors, 5 synced items. Verified in QBO: Invoices list shows no. 2, customer 'Fixture residential customer 01', 9/28/26, 21.00, Paid; the invoice detail shows bill-to 101 Fictional Example Lane, email set to a lab mailbox, two lines 20.00 and 1.00 with VAT 'Lab tax (0%)', 'Paid in full', amount paid 21.00. Currency note: QBO displays EUR (company currency) for a USD Jobber invoice - the number is carried as-is without conversion; in a real US-to-US setup both sides are USD, so this is a lab artefact, not a Jobber defect. Time to first successful sync after fixing the tax code: under 2 minutes.", "evidenceIds": [ { "id": "exe-jobber-t-13-20260928-1-connected", "collection": "evidence" }, { "id": "exe-jobber-t-13-20260928-1-payment-error", "collection": "evidence" }, { "id": "exe-jobber-t-13-20260928-1-invoice-tax-error", "collection": "evidence" }, { "id": "exe-jobber-t-13-20260928-1-synced-invoice", "collection": "evidence" }, { "id": "exe-jobber-t-13-20260928-1-synced-all", "collection": "evidence" }, { "id": "exe-jobber-t-13-20260928-1-qbo-invoices", "collection": "evidence" }, { "id": "exe-jobber-t-13-20260928-1-qbo-invoice-header", "collection": "evidence" }, { "id": "exe-jobber-t-13-20260928-1-qbo-invoice-lines", "collection": "evidence" } ] }https://fieldservicetested.com/feed/executions.xml#exe-servicem8-t-01-20260929-12026-09-29T00:00:00Z{ "id": "exe-servicem8-t-01-20260929-1", "testCaseId": { "id": "t-01", "collection": "testCases" }, "testCaseVersion": "1.0.0", "productId": { "id": "servicem8", "collection": "products" }, "planId": { "id": "servicem8-premium-plus", "collection": "plans" }, "trial": true, "appVersion": "ServiceM8 web app (go.servicem8.com), 2026-09-29, trial day 2; region English (United States)", "device": "MacBook Air M3 24 GB", "os": "macOS Tahoe 26.6.2", "browser": "Claude desktop built-in browser (Chromium)", "network": "Home fibre, Cádiz, Spain", "testerId": { "id": "hugo-barrio-garcia", "collection": "people" }, "executedAt": "2026-09-29", "result": "partial", "durationMin": 35, "notes": "Clients > Bulk Import Wizard accepts a CSV; the sample template has only Name, Contact First, Contact Last, Email Address. Our 31-row fixture file (customers-servicem8.csv: name, contact, email, phone, one-line address, notes) auto-mapped Name, Contact First/Last, Email, Phone (Telephone Number) and Address (Billing Address). Available target fields: company/billing address (also split street/city/state/postcode/country), billing contact, mobile, tax rate, payment terms; there is no notes field and no separate service/site address, so the Notes column (Ridgeline ids) could not be imported. Validation and import ran in the background ('You will be notified via [the account email] when the import process is complete'); about 2 minutes for 31 rows. Result: 25 active clients, not 31. Rows sharing a client name (Fixture commercial customer 02 and 03, three units each; landlords 01 and 02, two properties each) were merged into one client each without warning, and the client kept only the last row's address (e.g. commercial customer 02 = 121 Fictional Example Lane; units at 119 and 120 lost). Staff: Dispatch Board > Invite Staff (name, email, optional mobile) adds each staff member at once and emails a username and temporary password; Marcus, Priya and Tyler added with fictional @example.com addresses in about 1 minute each. First job: New Job creates Job #1 immediately as a Quote; client picked by type-ahead (fills contact name, email, phone) but the job address stayed empty and had to be typed (the imported billing address is not proposed as the job site). Schedule > Add Booking (staff, duration, date, time, with a list of suggested free slots) booked Marcus on Wed Sep 30 2026, 8:00-10:00; it shows on the Dispatch Board staff schedule. Result partial: import and staff setup are quick, but same-name rows are merged silently with address loss, notes cannot be imported and the job site must be retyped.", "evidenceIds": [ { "id": "exe-servicem8-t-01-20260929-1-mapping", "collection": "evidence" }, { "id": "exe-servicem8-t-01-20260929-1-importing", "collection": "evidence" }, { "id": "exe-servicem8-t-01-20260929-1-staff-invite", "collection": "evidence" }, { "id": "exe-servicem8-t-01-20260929-1-job-scheduled", "collection": "evidence" } ] }https://fieldservicetested.com/feed/executions.xml#exe-servicem8-t-02-20260929-12026-09-29T00:00:00Z{ "id": "exe-servicem8-t-02-20260929-1", "testCaseId": { "id": "t-02", "collection": "testCases" }, "testCaseVersion": "1.0.0", "productId": { "id": "servicem8", "collection": "products" }, "planId": { "id": "servicem8-premium-plus", "collection": "plans" }, "trial": true, "appVersion": "ServiceM8 web app (go.servicem8.com), 2026-09-29, trial day 2; region English (United States)", "device": "MacBook Air M3 24 GB", "os": "macOS Tahoe 26.6.2", "browser": "Claude desktop built-in browser (Chromium)", "network": "Home fibre, Cádiz, Spain", "testerId": { "id": "hugo-barrio-garcia", "collection": "people" }, "executedAt": "2026-09-29", "result": "partial", "durationMin": 15, "notes": "Materials & Services > Bulk Import. The sample CSV has Item Number, Name, Purchase Cost, Price. Our 30-item fixture (items-servicem8.csv: item number, name, description, price, cost) was auto-detected ('Item Number -> Item Number', 'Name', 'Price', 'Cost -> Purchase Cost') with the notice 'Imported materials will use your default tax rate (TAX). Prices will be imported as tax inclusive.' Choosing 'No, adjust settings' shows the mappable fields: item number, name, purchase cost, quantity in stock, price, price includes taxes, tax rate, item is inventoried, barcode. Description cannot be imported (although materials have a description field), there is no category and no good/better/best option structure; replacement packages came in at the good price. All 30 items plus the default 'Labour' ($80) were active within about a minute (background import). Prices are stored as tax-inclusive by default; the account's default 'TAX' rate is 0% after switching the region to United States, so amounts are unaffected in our lab, but a US contractor would need to map a 'Price Includes Taxes' column or edit items afterwards. Result partial: fast and clean for codes and prices; descriptions, categories and option tiers are lost.", "evidenceIds": [ { "id": "exe-servicem8-t-02-20260929-1-auto-mapping", "collection": "evidence" }, { "id": "exe-servicem8-t-02-20260929-1-field-options", "collection": "evidence" }, { "id": "exe-servicem8-t-02-20260929-1-materials", "collection": "evidence" } ] }https://fieldservicetested.com/feed/executions.xml#exe-jobber-t-01-20260928-12026-09-28T00:00:00Z{ "id": "exe-jobber-t-01-20260928-1", "testCaseId": { "id": "t-01", "collection": "testCases" }, "testCaseVersion": "1.0.0", "productId": { "id": "jobber", "collection": "products" }, "planId": { "id": "jobber-grow", "collection": "plans" }, "trial": true, "appVersion": "Jobber web app, 2026-09-28 (14-day trial, day 2)", "device": "MacBook Air M3 24 GB", "os": "macOS Tahoe 26.6.2", "browser": "Claude desktop built-in browser (Chromium)", "network": "Home fibre, Cádiz, Spain", "testerId": { "id": "hugo-barrio-garcia", "collection": "people" }, "executedAt": "2026-09-28", "result": "pass", "durationMin": 15, "notes": "Sign-up done by Hugo on 2026-09-28 00:30 (Google login; the email form returned 'An unexpected error occurred' with two different addresses). Coordinator-run part started 18:50 CEST. customers.csv converted to Jobber's importer columns (one row per property, canonical ids kept in Notes because the importer has no external-id field). Importer (Flatfile) auto-mapped 12/12 columns; 31 rows processed: 25 clients and 30 properties, exactly the fixture counts; no rejected or merged rows; fixture state 'ZZ' and zip '00000' accepted. Payer-only client Cedar Lane Properties created without property. Payer relationship (commercial-01 pays for commercial-02 and -03 locations) cannot be expressed at import: kept in notes only; to be modelled in T-03. Three technicians created via Manage Team with fixture example.com emails; trial shows '4/1 seats assigned' without blocking. Job 'Fixture service call 1' scheduled for Fixture commercial customer 04 at 125 Fictional Example Lane on 2026-09-15 (fixture date, in the past, so Jobber flags it Late) assigned to Marcus Fixture; reopened job shows client, property, date and technician. Time inputs rejected typed values; 'Anytime' used. Lab configuration note: account currency defaulted to EUR from the Spanish sign-up; to be switched to USD before price evidence.", "evidenceIds": [ { "id": "exe-jobber-t-01-20260928-1-import", "collection": "evidence" }, { "id": "exe-jobber-t-01-20260928-1-job", "collection": "evidence" } ] }https://fieldservicetested.com/feed/executions.xml#exe-jobber-t-02-20260928-12026-09-28T00:00:00Z{ "id": "exe-jobber-t-02-20260928-1", "testCaseId": { "id": "t-02", "collection": "testCases" }, "testCaseVersion": "1.0.0", "productId": { "id": "jobber", "collection": "products" }, "planId": { "id": "jobber-grow", "collection": "plans" }, "trial": true, "appVersion": "Jobber web app, 2026-09-28 (14-day trial, day 2)", "device": "MacBook Air M3 24 GB", "os": "macOS Tahoe 26.6.2", "browser": "Claude desktop built-in browser (Chromium)", "network": "Home fibre, Cádiz, Spain", "testerId": { "id": "hugo-barrio-garcia", "collection": "people" }, "executedAt": "2026-09-28", "result": "partial", "durationMin": 12, "notes": "Jobber's Products & Services CSV template has Name, Description, Category (Service/Product), Unit Price, Unit Cost, Duration Minutes, quantity flags and Taxable: no item code field and no option tiers. Codes were carried as a [CODE] prefix in Description; the three replacement packages (RIDGELINE-REPLACE-01/02/03) were imported as single items at the good-tier amount with the good/better/best tiers written into Description because the importer cannot represent them. Import of 30 rows succeeded without errors: list went from 8 pre-loaded HVAC sample services to 38 items; all 30 codes present, no duplicates of RIDGELINE-DIAG, RIDGELINE-REPAIR-01 or RIDGELINE-PART-01. Part names with a comma and quotation marks ('Fixture part 1, \"example\"') imported intact. Pass criteria partially met: codes and descriptions preserved via workaround, option tiers not preserved as options. Note: Jobber pre-loads eight HVAC sample services during onboarding; the file was injected into the native file input by the coordinator's browser (no OS dialog).", "evidenceIds": [ { "id": "exe-jobber-t-02-20260928-1-replacement", "collection": "evidence" }, { "id": "exe-jobber-t-02-20260928-1-parts", "collection": "evidence" } ] }https://fieldservicetested.com/feed/executions.xml#exe-jobber-t-03-20260928-12026-09-28T00:00:00Z{ "id": "exe-jobber-t-03-20260928-1", "testCaseId": { "id": "t-03", "collection": "testCases" }, "testCaseVersion": "1.0.0", "productId": { "id": "jobber", "collection": "products" }, "planId": { "id": "jobber-grow", "collection": "plans" }, "trial": true, "appVersion": "Jobber web app, 2026-09-28 (14-day trial, day 2)", "device": "MacBook Air M3 24 GB", "os": "macOS Tahoe 26.6.2", "browser": "Claude desktop built-in browser (Chromium)", "network": "Home fibre, Cádiz, Spain", "testerId": { "id": "hugo-barrio-garcia", "collection": "people" }, "executedAt": "2026-09-28", "result": "partial", "durationMin": 25, "notes": "Jobber's data model has no 'bill to another client' relationship: an invoice always bills the client that owns the property, and Jobber's own Properties article describes tenants as 'property contacts' of the paying client (help.getjobber.com/en/articles/properties/). After import, commercial-02 (service customer) owned locations 19-21 and Cedar Lane Properties (payer, imported without property) could not be set as payer on those properties; there is no move-property-to-another-client action. Workaround executed: added 119 Fictional Example Lane as a property under Cedar Lane Properties, named for ridgeline-location-19, with 'Fixture commercial customer 02' as property contact (role: service customer/tenant); created job #2 at that property with the RIDGELINE-DIAG line ($11.00) and generated invoice #1: bill-to Cedar Lane Properties, property address 119 Fictional Example Lane (shown as 'same as billing address' because the payer-only client had no address of its own). Client list still shows exactly 5 commercial clients (no duplicate client), but location 19 now exists twice: as a property of commercial-02 (from import) and as a property of Cedar Lane; keeping both means duplicate properties, keeping one means the service customer is a contact, not a client. Pass criteria: billing the payer works; 'no duplicate' holds for customers, not for the location.", "evidenceIds": [ { "id": "exe-jobber-t-03-20260928-1-invoice", "collection": "evidence" }, { "id": "exe-jobber-t-03-20260928-1-clients", "collection": "evidence" } ] }https://fieldservicetested.com/feed/executions.xml#exe-jobber-t-04-20260928-12026-09-28T00:00:00Z{ "id": "exe-jobber-t-04-20260928-1", "testCaseId": { "id": "t-04", "collection": "testCases" }, "testCaseVersion": "1.0.0", "productId": { "id": "jobber", "collection": "products" }, "planId": { "id": "jobber-grow", "collection": "plans" }, "trial": true, "appVersion": "Jobber web app, 2026-09-28 (14-day trial, day 2)", "device": "MacBook Air M3 24 GB", "os": "macOS Tahoe 26.6.2", "browser": "Claude desktop built-in browser (Chromium)", "network": "Home fibre, Cádiz, Spain", "testerId": { "id": "hugo-barrio-garcia", "collection": "people" }, "executedAt": "2026-09-28", "result": "not-possible", "durationMin": 10, "notes": "Jobber has no equipment or asset record: there is nowhere to load ridgeline-equipment-39 with make, model, serial and install date, so no per-unit history exists. Its glossary lists Property ('a client's address where work is performed') and Custom Fields (on properties, clients, quotes, jobs, invoices, team members) but no equipment entity; the in-app App Marketplace search for 'equipment' returns third-party apps, including Asset Minder, which advertises 'the full service history of every asset you maintain', confirming the gap is filled by add-ons. Location-level history does exist: the client page's Work overview lists Job #1 (Fixture service call 1) for the 125 Fictional Example Lane property, and the property filter narrows it per address. Workaround available but not executed as a pass: property custom fields can hold one unit's identifiers, and job titles or line items can name the unit; neither yields a history per unit without manual convention.", "evidenceIds": [ { "id": "exe-jobber-t-04-20260928-1-marketplace", "collection": "evidence" }, { "id": "exe-jobber-t-04-20260928-1-location-history", "collection": "evidence" } ] }https://fieldservicetested.com/feed/executions.xml#exe-jobber-t-05-20260928-12026-09-28T00:00:00Z{ "id": "exe-jobber-t-05-20260928-1", "testCaseId": { "id": "t-05", "collection": "testCases" }, "testCaseVersion": "1.0.0", "productId": { "id": "jobber", "collection": "products" }, "planId": { "id": "jobber-grow", "collection": "plans" }, "trial": true, "appVersion": "Jobber web app + Client Hub, 2026-09-28 (14-day trial, day 2)", "device": "MacBook Air M3 24 GB", "os": "macOS Tahoe 26.6.2", "browser": "Claude desktop built-in browser (Chromium)", "network": "Home fibre, Cádiz, Spain", "testerId": { "id": "hugo-barrio-garcia", "collection": "people" }, "executedAt": "2026-09-28", "result": "pass", "durationMin": 35, "notes": "Quote #1 for Fixture residential customer 01 at 101 Fictional Example Lane with three line items from RIDGELINE-REPLACE-01 (good $100, better $110, best $120; descriptions match the fixture). Jobber has no good/better/best package object: options are built with 'Mark as optional' line items that the client ticks in Client Hub, so the quote subtotal changes with the selection; in this run the better line stayed non-optional and good/best were optional, which the client view rendered as '1 of 3 items'. Jobber blocked the first send until the account owner's email was verified ('You must verify your email address before you are able to send any email or SMS messages'). The customer-facing link came from the real quote email to a lab-owned customer mailbox; opened in a separate tab, all three options were visible, Approve required a typed signature, and the quote showed Approved with signature and date. In the office session the quote read Approved with sent/opened/viewed timestamps; Convert to Job created Job #3 with the selected BETTER line ($110), client, property and 'From Quote #1' link without retyping anything. Field carried over: line name, description, amount, client, property. Not carried: visit assignment (job created unassigned, visit 'Today'). Two linked recordings: quote build (trimmed to 2:30) and approval-to-conversion.", "evidenceIds": [ { "id": "exe-jobber-t-05-20260928-1-approved", "collection": "evidence" }, { "id": "exe-jobber-t-05-20260928-1-job", "collection": "evidence" } ] }https://fieldservicetested.com/feed/executions.xml#exe-jobber-t-06-20260928-12026-09-28T00:00:00Z{ "id": "exe-jobber-t-06-20260928-1", "testCaseId": { "id": "t-06", "collection": "testCases" }, "testCaseVersion": "1.0.0", "productId": { "id": "jobber", "collection": "products" }, "planId": { "id": "jobber-grow", "collection": "plans" }, "trial": true, "appVersion": "Jobber web app, 2026-09-28 (14-day trial, day 2)", "device": "MacBook Air M3 24 GB", "os": "macOS Tahoe 26.6.2", "browser": "Claude desktop built-in browser (Chromium)", "network": "Home fibre, Cádiz, Spain", "testerId": { "id": "hugo-barrio-garcia", "collection": "people" }, "executedAt": "2026-09-28", "result": "pass", "durationMin": 45, "notes": "Quote #2 for Fixture residential customer 01 at 101 Fictional Example Lane with RIDGELINE-REPAIR-01 (qty 1, $20.00). More > Convert to Job created Job #4 'From Quote #2' with client, property and line intact; Priya Fixture assigned on the visit. Field session as Priya (own login, web app): with Jobber's 'Field crew' preset the technician sees the job and line names but no prices and no line-item editing (only 'Print or Save PDF'), so adding a part is impossible with that preset; after the owner switched Priya to 'Senior field crew' she could edit Product/Service and add RIDGELINE-PART-01 (qty 1, $1.00); reopened job shows both lines, subtotal $21.00. Office session: Invoice from job offered a job picker (Job #4 $21 uninvoiced, Job #3 $110), generated Invoice #2 'Invoice for Job #4' with both lines, quantities and $21.00 total; no re-entry, no duplicated lines. Invoice reference for T-10/T-13: Invoice #2 (id 173601081). Field part done in the web app, not the mobile app (mobile is covered on the phone day). Three linked recordings: office (quote to job, trimmed to remove operator screen), field (part added), invoice.", "evidenceIds": [ { "id": "exe-jobber-t-06-20260928-1-job", "collection": "evidence" }, { "id": "exe-jobber-t-06-20260928-1-fieldcrew-view", "collection": "evidence" }, { "id": "exe-jobber-t-06-20260928-1-field-added", "collection": "evidence" } ] }https://fieldservicetested.com/feed/executions.xml#exe-jobber-t-07-20260928-12026-09-28T00:00:00Z{ "id": "exe-jobber-t-07-20260928-1", "testCaseId": { "id": "t-07", "collection": "testCases" }, "testCaseVersion": "1.0.0", "productId": { "id": "jobber", "collection": "products" }, "planId": { "id": "jobber-grow", "collection": "plans" }, "trial": true, "appVersion": "Jobber web app, 2026-09-28 (14-day trial, day 2)", "device": "MacBook Air M3 24 GB", "os": "macOS Tahoe 26.6.2", "browser": "Claude desktop built-in browser (Chromium)", "network": "Home fibre, Cádiz, Spain", "testerId": { "id": "hugo-barrio-garcia", "collection": "people" }, "executedAt": "2026-09-28", "result": "partial", "durationMin": 35, "notes": "Setup: eight fixture jobs (service-01..08) scheduled on Wed Sep 30 2026 across Marcus, Priya and Tyler (2-hour slots 8-10, 10-12, 13-15); the Schedule day view showed them by technician with the 'before' state (Priya 3 visits, Tyler 2). Emergency: Job #10 (service-08, Fixture residential customer 06, 'no heat') was moved from Priya 13:00-15:00 into Tyler's 10:00-12:00 slot from the job page's Edit visit dialog (times changed, Priya removed, Tyler assigned); Job #8 (service-06, Fixture residential customer 04) was then pushed from 10:00-12:00 to 13:00-15:00 the same way. Both saves succeeded and the day view reflects the new order (Tyler: service-03 8-10, service-08 10-12, service-06 13-15). Client notification: no prompt to notify the displaced client appeared at either save; the job page 'More' menu offers Text/Email Booking Confirmation and follow-up email but no reschedule notice; the calendar visit popover only offers Duplicate; the client's Communication tab shows 'No communications yet' after the change. Settings > Emails & Text Messages lists 'Visit rescheduling notification' as sent 'when sent' (manual) whereas 'Visit reminder' is automatic (1 hour / 1 day before, email only on trial; SMS needs a paid plan). Calendar drag-and-drop could not be exercised from our lab browser (drag registered as a click), so the drag path was not observed. Result partial: reschedule is quick and visible on the calendar, but the displaced client is not informed unless the office sends something manually.", "evidenceIds": [ { "id": "exe-jobber-t-07-20260928-1-schedule-before", "collection": "evidence" }, { "id": "exe-jobber-t-07-20260928-1-schedule-after-am", "collection": "evidence" }, { "id": "exe-jobber-t-07-20260928-1-schedule-after-pm", "collection": "evidence" }, { "id": "exe-jobber-t-07-20260928-1-emergency-job", "collection": "evidence" }, { "id": "exe-jobber-t-07-20260928-1-client-communication", "collection": "evidence" } ] }https://fieldservicetested.com/feed/executions.xml#exe-jobber-t-08-20260928-12026-09-28T00:00:00Z{ "id": "exe-jobber-t-08-20260928-1", "testCaseId": { "id": "t-08", "collection": "testCases" }, "testCaseVersion": "1.0.0", "productId": { "id": "jobber", "collection": "products" }, "planId": { "id": "jobber-grow", "collection": "plans" }, "trial": true, "appVersion": "Jobber web app, 2026-09-28 (14-day trial, day 2)", "device": "MacBook Air M3 24 GB", "os": "macOS Tahoe 26.6.2", "browser": "Claude desktop built-in browser (Chromium)", "network": "Home fibre, Cádiz, Spain", "testerId": { "id": "hugo-barrio-garcia", "collection": "people" }, "executedAt": "2026-09-28", "result": "pass", "durationMin": 20, "notes": "New one-off job #11 'Multi-stage AC replacement (ridgeline-job-replacement-01)' for Fixture residential customer 05 at 105 Fictional Example Lane. 'Create Visits' with custom date selection (Oct 1, 5 and 8, 2026) produced three visits under the single job; each visit took its own title (Stage 1 - Remove old unit and prep, 8-12, Marcus; Stage 2 - Install new condenser and air handler, 8-16, Marcus + Tyler; Stage 3 - Commissioning and customer walkthrough, 9-11, Marcus). Line item RIDGELINE-REPLACE-02 ($200.00, fixture amount). Billing offers 'Remind me to invoice when I close the job' (single invoice) and 'Split into multiple invoices with a payment schedule' (by % or $); a third scheduled invoice was added via 'Add Invoice to Payment Schedule' and set to 30/50/20 with descriptions per stage; Jobber computed $60/$100/$40 and a remainder bar. Note: the % inputs ignored scripted value changes and had to be typed. From the job's Payment Schedule, 'Create' generated Invoice #3 'Multi-stage AC replacement (...) - 1 of 3' showing 'Portion of job 30% ($60.00 of $200.00)', item total $200 and 'Due this invoice' $60; the job then shows Draft 30% ($60) and Remaining 70% ($140). Scheduled invoices are not tied to a specific visit (they are portions of the job total), and the job-level billing frequency still reads 'Upon job completion'. Invoice reference: #3 (id 173614793), draft, not sent.", "evidenceIds": [ { "id": "exe-jobber-t-08-20260928-1-job", "collection": "evidence" }, { "id": "exe-jobber-t-08-20260928-1-visits", "collection": "evidence" }, { "id": "exe-jobber-t-08-20260928-1-schedule-setup", "collection": "evidence" }, { "id": "exe-jobber-t-08-20260928-1-invoice-1of3", "collection": "evidence" }, { "id": "exe-jobber-t-08-20260928-1-payment-schedule", "collection": "evidence" } ] }https://fieldservicetested.com/feed/executions.xml#exe-jobber-t-11-20260928-12026-09-28T00:00:00Z{ "id": "exe-jobber-t-11-20260928-1", "testCaseId": { "id": "t-11", "collection": "testCases" }, "testCaseVersion": "1.0.0", "productId": { "id": "jobber", "collection": "products" }, "planId": { "id": "jobber-grow", "collection": "plans" }, "trial": true, "appVersion": "Jobber web app, 2026-09-28 (14-day trial, day 2)", "device": "MacBook Air M3 24 GB", "os": "macOS Tahoe 26.6.2", "browser": "Claude desktop built-in browser (Chromium)", "network": "Home fibre, Cádiz, Spain", "testerId": { "id": "hugo-barrio-garcia", "collection": "people" }, "executedAt": "2026-09-28", "result": "pass", "durationMin": 15, "notes": "Recurring job #12 'Maintenance plan - 2 visits a year (ridgeline-job-maintenance-01)' for Fixture residential customer 02 at 102 Fictional Example Lane. Schedule = Recurring > Repeats 'Custom schedule...' > every 6 months on the 1st (day of month), 9:00-11:00, Priya, 'Ends after 2 years'. Jobber previewed 'Mar 1, 2027 - Sep 1, 2028, 4 visits, Repeats every 6 months on the 1st' before saving and generated the four visits automatically (Mar 01 2027, Sep 01 2027, Mar 01 2028, Sep 01 2028). Billing & automatic payments: billing type 'Visit based' or 'Fixed price'; invoice frequency options are monthly on the last day, 'After each visit is completed', as needed, once when job is closed, or custom; chose per visit, with the preview 'Total invoices 4, First Mar 1 2027, Last Sep 1 2028'. Line item RIDGELINE-MAINT $12.00 per visit. The job page shows 'Billing frequency: After every visit', an Invoicing row per visit ($12.00 upcoming) and a 'Get paid automatically' panel: automatic charging of the saved card requires Jobber Payments (not set up in the lab; would need a US bank account). There is no separate 'maintenance agreement/contract' object: the plan is a recurring job. Interaction note: the Repeats select had to be set via the DOM; the 'Every N' field accepts typing.", "evidenceIds": [ { "id": "exe-jobber-t-11-20260928-1-recurring-setup", "collection": "evidence" }, { "id": "exe-jobber-t-11-20260928-1-billing-setup", "collection": "evidence" }, { "id": "exe-jobber-t-11-20260928-1-job", "collection": "evidence" }, { "id": "exe-jobber-t-11-20260928-1-visits-billing", "collection": "evidence" } ] }https://fieldservicetested.com/feed/executions.xml#exe-jobber-t-12-20260928-12026-09-28T00:00:00Z{ "id": "exe-jobber-t-12-20260928-1", "testCaseId": { "id": "t-12", "collection": "testCases" }, "testCaseVersion": "1.0.0", "productId": { "id": "jobber", "collection": "products" }, "planId": { "id": "jobber-grow", "collection": "plans" }, "trial": true, "appVersion": "Jobber web app, 2026-09-28 (14-day trial, day 2)", "device": "MacBook Air M3 24 GB", "os": "macOS Tahoe 26.6.2", "browser": "Claude desktop built-in browser (Chromium)", "network": "Home fibre, Cádiz, Spain", "testerId": { "id": "hugo-barrio-garcia", "collection": "people" }, "executedAt": "2026-09-28", "result": "pass", "durationMin": 10, "notes": "On the multi-stage job #11 ($200 price, RIDGELINE-REPLACE-02 with unit cost $0): Labor > Add time entry for Marcus Fixture, 8h at an employee cost of $10/h (fixture rate typed in the dialog; there is an option to apply the rate to the employee's future timesheet entries), total $80; Expenses > Add expense 'Condenser unit (fixture material)' $50, not reimbursable, receipt upload optional. The job page's 'Total cost to date' card then showed $130.00 with bars Revenue $200.00 / Cost $130.00 (expandable into Labor $80.00 and Expenses $50.00) and Profit 35% $70.00, updated immediately ('Hugo logged a $50.00 expense'). Line-item unit cost is a third cost input (left at $0 here). All visible on the job itself, no report or spreadsheet needed. Not checked: whether job costing is gated on lower paid plans (trial exposes everything); see T-16.", "evidenceIds": [ { "id": "exe-jobber-t-12-20260928-1-time-entry", "collection": "evidence" }, { "id": "exe-jobber-t-12-20260928-1-labor-expense", "collection": "evidence" }, { "id": "exe-jobber-t-12-20260928-1-profit", "collection": "evidence" } ] }https://fieldservicetested.com/feed/executions.xml#exe-jobber-t-14-20260928-12026-09-28T00:00:00Z{ "id": "exe-jobber-t-14-20260928-1", "testCaseId": { "id": "t-14", "collection": "testCases" }, "testCaseVersion": "1.0.0", "productId": { "id": "jobber", "collection": "products" }, "planId": { "id": "jobber-grow", "collection": "plans" }, "trial": true, "appVersion": "getjobber.com/pricing, observed 2026-09-28 23:55 CEST (annual promo 'Save up to 40%, offer ends September 30th')", "device": "MacBook Air M3 24 GB", "os": "macOS Tahoe 26.6.2", "browser": "Claude desktop built-in browser (Chromium)", "network": "Home fibre, Cádiz, Spain", "testerId": { "id": "hugo-barrio-garcia", "collection": "people" }, "executedAt": "2026-09-28", "result": "partial", "durationMin": 30, "notes": "Self-service export (28-09): every export is emailed to the account owner (up to 15 min), no direct download. Received as CSV: Client Contact Info (25 fixture clients + 1 owner-created client 'Hugo Barrio' + totals row), Client Properties (33 properties incl. multi-property landlords/commercial units), One-off jobs (11), Invoices (3), Quotes (2), Recurring jobs (1), Products and Services (6 rows - a usage report listing only items used on quotes/jobs/invoices, not the full 30-item price book). Some exports arrived more than once (identical duplicates discarded). No bulk export of attachments/photos: files download individually, notes with >5 attachments as ZIP; jobs/invoices as individual PDFs. Porting the dedicated phone number out is possible but manual (support, T-15). Privacy: the owner's real email in the contact export was replaced by [owner-email-redacted] (sha256 before afa5fdfe..., after 7e61e5c0...). Result partial: core records export to CSV without contacting support, but only by email, no full price-book export and no bulk file/photo export.", "evidenceIds": [ { "id": "jobber-export-client-contact-info-20260928", "collection": "evidence" }, { "id": "jobber-export-client-properties-20260928", "collection": "evidence" }, { "id": "jobber-export-one-off-jobs-20260928", "collection": "evidence" }, { "id": "jobber-export-invoices-20260928", "collection": "evidence" }, { "id": "jobber-export-quotes-20260928", "collection": "evidence" }, { "id": "jobber-export-recurring-jobs-20260928", "collection": "evidence" }, { "id": "jobber-export-products-services-20260928", "collection": "evidence" } ] }https://fieldservicetested.com/feed/executions.xml#exe-jobber-t-15-20260928-12026-09-28T00:00:00Z{ "id": "exe-jobber-t-15-20260928-1", "testCaseId": { "id": "t-15", "collection": "testCases" }, "testCaseVersion": "1.0.0", "productId": { "id": "jobber", "collection": "products" }, "planId": { "id": "jobber-grow", "collection": "plans" }, "trial": true, "appVersion": "Jobber web app, 2026-09-28 (trial day 2); in-app Help > Get Support (Jobber AI beta + Intercom live chat)", "device": "MacBook Air M3 24 GB", "os": "macOS Tahoe 26.6.2", "browser": "Claude desktop built-in browser (Chromium)", "network": "Home fibre, Cádiz, Spain", "testerId": { "id": "hugo-barrio-garcia", "collection": "people" }, "executedAt": "2026-09-28", "result": "pass", "durationMin": 25, "notes": "Channel: in-app '?' > Get Support opens Jobber AI (beta) first; 'Connect with support' > 'Help using your Jobber Account' hands over to Intercom live chat (a human, first name only, redacted in evidence). Bot answers: Q1 (export) in under 1 minute - CSV/vCard client export emailed, jobs and invoices as individual PDFs plus report CSVs, attachments individually or ZIP per note, 'no self-serve full-account attachment export'; Q2 (payer + locations) in 20 s - one client with additional properties, invoice from the unit's job bills the manager, 'your trial account is on Core'. Both correct and consistent with our T-03/T-14 observations, no documentation links: quality 2. Human chat: questions sent 23:49/23:50 CEST, agent joined and acknowledged at ~23:51 (about 2 minutes), substantive reply ~15 minutes later (before 00:10 CEST, seen at 00:09): 'You can export via CSV the clients and products, as well as most reports'; the dedicated phone number can be ported out, but support described it as a manual and slow process; 'Yes, a client can have multiple properties but 1 billing contact who takes care of the invoices'. Then two 'are you still there?' nudges and the conversation auto-closed. Quality: Q1 = 2 (correct but incomplete: no formats for jobs/invoices/attachments, no link); phone port-out answered (possible, manual) - the only source we have for T-14's port-out policy; Q2 = 2 (correct, brief, no plan gating stated, no link). Time to first useful answer: bot <1 min; human ~15 min. Replies are also emailed to the owner address.", "evidenceIds": [ { "id": "exe-jobber-t-15-20260928-1-q1-ai", "collection": "evidence" }, { "id": "exe-jobber-t-15-20260928-1-q2-ai", "collection": "evidence" }, { "id": "exe-jobber-t-15-20260928-1-human-1", "collection": "evidence" }, { "id": "exe-jobber-t-15-20260928-1-human-2", "collection": "evidence" } ] }https://fieldservicetested.com/feed/executions.xml#exe-jobber-t-16-20260928-12026-09-28T00:00:00Z{ "id": "exe-jobber-t-16-20260928-1", "testCaseId": { "id": "t-16", "collection": "testCases" }, "testCaseVersion": "1.0.0", "productId": { "id": "jobber", "collection": "products" }, "planId": { "id": "jobber-grow", "collection": "plans" }, "trial": true, "appVersion": "getjobber.com/pricing, observed 2026-09-28 23:55 CEST (annual promo 'Save up to 40%, offer ends September 30th')", "device": "MacBook Air M3 24 GB", "os": "macOS Tahoe 26.6.2", "browser": "Claude desktop built-in browser (Chromium)", "network": "Home fibre, Cádiz, Spain", "testerId": { "id": "hugo-barrio-garcia", "collection": "people" }, "executedAt": "2026-09-28", "result": "pass", "durationMin": 15, "notes": "Plans (USD, monthly / annual-promo per month then regular annual): Core 1 user $49 / $21 then $29; Connect 1 user $139 / $70 then $99; Grow 1 user $199 / $105 then $149. Team tiers on the same page: 2-5 people = Connect $199 / $105 then $149, Grow $299 / $161 then $229, Plus (5 users) $499 / $280 then $399 (Contact Sales); 6-10 people = Connect $299 / $161 then $229, Grow $399 / $210 then $299, Plus (10 users) $599 / $315 then $449. Feature table (Plus|Grow|Connect|Core): Job costing = Plus, Grow only (T-12); Optional add-ons and markups = Plus, Grow only (T-05 optional line items); Two-way text messaging = Plus, Grow (dedicated number, T-07 SMS); Automated client notifications = Plus, Grow, Connect, not Core (T-07 visit reminders); QuickBooks Online and Xero sync = Plus, Grow, Connect, not Core (T-13); Checklists, Routing, GPS tracking, Time tracking, Expense tracking, Custom fields, Automatic payments = Plus, Grow, Connect; Progress invoicing and Online booking = all four (T-08); Files and media library, Job profit alerts, Crew scheduling = Plus only. Payments: card 2.9% + 30c, Tap to Pay 2.7% + 30c, ACH 1% (all plans). Add-ons: Marketing Suite $99/mo, Receptionist $29/mo, Pipeline $49/mo (not needed for T-01..T-15). Lowest plan that passes the whole protocol as executed = Grow (job costing + optional line items + QBO + notifications). Real cost: 1 tech = Grow $199/mo monthly ($105/mo first-year annual); 3 techs = Grow 2-5 tier $299/mo ($161 annual); 8 techs = Grow 6-10 tier $399/mo ($210 annual). Without job costing/optional items, Connect: $139 / $199 / $299. Note: the 14-day trial (Jobber AI said 'your trial account is on Core') exposed Grow-level features (job costing, optional line items, recurring jobs), so trial behaviour overstates Core. Sales tax excluded; prices US.", "evidenceIds": [ { "id": "exe-jobber-t-16-20260928-1-pricing-1user", "collection": "evidence" }, { "id": "exe-jobber-t-16-20260928-1-pricing-2-5", "collection": "evidence" }, { "id": "exe-jobber-t-16-20260928-1-pricing-6-10", "collection": "evidence" }, { "id": "exe-jobber-t-16-20260928-1-feature-table", "collection": "evidence" } ] }