In Talo, there are two types of jobs:
One-off jobs – for work that happens once, or over a short period
Recurring jobs – for work that repeats on a schedule
Use a one-off job when:
You only need one visit, or
You have several visits, but you’ll invoice the client after the last visit
(for example, a 4-day project billed at the end)
Talo’s Jobs page has been updated to make it easier and faster to build and manage jobs.
How to Create a One-Off Job
You can create a job from several places:
The + New button in the side menu
Schedule / Calendar tab → Add button
Book button on a client profile
New Job on the Jobs list page
Convert to Job on an approved quote
Select a Client and Add Job Details
Start by entering a job title in the Title field.
This is usually the type of work you’re doing (e.g., “House Cleaning” or “Furnace Repair”)
It shows on your schedule
Next, choose a client:
Type a name in the Select a client field and pick them from the list, or
Click Create New Client if they’re not in your account yet
If you’re converting from a request or quote, the job will automatically use the same client.
On the right side, you’ll see job details, including:
Job number – Job numbers go up from the highest number in your account
Salesperson
Any job-level custom fields you’ve created
If you want a new custom field that appears on all jobs, click Add field.
Set Up Your Schedule
To create a one-off job, make sure the One-Off Job tab is selected under Job Type.
At the top of the schedule section, you’ll see a quick summary showing:
How many visits this one-off job will have
The date of the first visit
Scheduling the Job
Start Date
Pick the date when work will begin
You can use the current month schedule preview (Show/Hide Calendar)
Start & End Time
Choose the visit start and end times
If you don’t choose a time, the visit will be an Anytime visit
Arrival Window
If your account uses arrival windows, a section appears after you set a date/time
The duration comes from your work settings
Schedule Later
If you’re not sure when you’ll do the job, select Schedule later
The job will be created in Unscheduled status with an unscheduled visit
You can schedule it when you’re ready
Assign Team Members
Click Assign to add team members to this job’s visits
If you don’t assign anyone, visits stay unassigned and can be assigned later
Job Forms
Click Job forms to attach forms or checklists
Forms added at the job level apply to all visits
These are useful for standardizing how your team collects information on site
Repeat Settings
For one-off jobs, the default is Does not repeat
If needed, you can still set the job to repeat:
Daily
Weekly
Monthly
Custom (weekly, monthly, or yearly patterns; multiple days, e.g., Mondays and Wednesdays, or 1st and 3rd Fridays)
As Needed – We Won’t Prompt You: choose this if you don’t want scheduled visits yet. Visits can be created later.
Instructions for the Team
Use the Instructions field for internal directions
Clients do not see these
Instructions are copied to all visits by default
You can edit instructions for a single visit from the schedule; changes there only affect that visit
Set Up Your Invoicing Schedule
By default, Remind me to invoice when I close the job is selected.
When you close the job, Talo creates an invoice reminder
An active invoice reminder puts the job into Requires invoicing status
This lets you include it in batch invoicing
If you don’t want to invoice this job through Talo:
Uncheck this option
When the job is completed, it will move to Archived status
You won’t be prompted to invoice it
Add Your Line Items, Labor, and Expenses
This section includes:
Profit bar (on certain plans)
Line items (products & services)
Labor (time entries)
Expenses
Together, these are used for job costing.
Profit Bar (Coming soon)
One-off jobs show a profit bar as part of Talo’s job costing.
You can:
Click Hide Profitability to collapse it
Click Show Profitability to expand it again
The profit bar shows your margin, revenue, costs, and profit for this job.
Line Items
Line items are the products and services you’re providing on this job.
They can be chosen from your products/services list, or
Added as custom line items just for this job
To add a new line item:
Click Edit on the job
Scroll to the Product / Service section
Click New Line Item
A job can have up to 100 line items.
For each line item, fill in:
Name – what you’re selling (product or service)
Description – more detail if needed
Quantity – how many units
Unit cost ($) – your cost to provide it (on eligible plans)
Unit price ($) – what you charge the client
Total – auto-calculated as quantity × unit price
For one-off jobs:
If a specific visit needs an extra product or service, add that item to the job, not the visit.
Talo will:
Sum all line items for a subtotal
Apply the property’s tax rate
Show the total job amount
If the job came from a quote with a required deposit, you’ll see deposit information while creating or editing the job. It does not show on the saved job itself—only in the create/edit screen.
Labor (Coming soon)
The Labor section shows time entries for this job.
Time can be logged by:
Using timers in the Talo mobile app, or
Clicking New Time Entry from the job, or
Adding time from the Time Sheets tab in the left navigation
These time entries are used in job costing to calculate labor costs.
Expenses (Coming soon)
The Expenses section lists any costs tied to this job, like materials bought or other job-related spending.
To add an expense:
Click New Expense and fill out the details
These are also included in your job costing.
Job Costing (Coming soon)
Job costing helps you understand whether you’re making money on a job.
It looks at:
Line items – including unit costs and unit prices
Labor – from timesheets and employee cost rates
Expenses – any extra costs logged on the job
On one-off jobs, you’ll see:
A section for line items, timesheets, and expenses
A profit bar summarizing:
Profit margin % (profit ÷ revenue × 100)
Total price (pre-tax revenue from line items, excluding discounts)
Total line item costs
Total labor costs
Total expense costs
Profit (revenue – total costs)
A visual breakdown of costs vs. profit
These numbers are internal only—clients never see them.
Only team members with the right permissions can view the profitability.
To fill the profit bar:
Click Calculate Profitability
You can manually add or adjust cost values if some data is missing from before job costing was introduced.
Add Internal Notes and Attachments
Use the Internal notes & attachments section to share:
Notes for your team
Photos from the site
Files or documents
Clients cannot see anything in this section.
You can drag and drop files right into it.
Save the Job
When you’re done setting up the job, make sure to save it. You have two options:
Save job
Saves your changes and takes you back to the top of the job page
Save and…
Saves the job and lets you do something else at the same time, such as:
Email booking confirmation to the client
Text booking confirmation to the client
That’s it—your one-off job in Talo is ready to schedule, assign, and invoice.