A job record brings the details of the work together in one place. Use it to review appointments and jump to the section you need.
Open and review a job
In Customers > Jobs, open the job.
At the top of the job, review the job number, customer, service location, and status.
In Appointments, review each appointment's date, type, time, and assigned team member.
To see an appointment's editing options, select Edit details. In the mobile app, an appointment card can show Complete, Assign, or Edit details.
On web, use the Scroll to… shortcuts to jump to the section you need. In the mobile app, select the Appointments, Notes, or Media tab.
A job includes these sections: Appointments, Lead source, Notes, Media, Attachments, Estimates, Invoices, and Activity. The job also shows whether automated customer notifications are on or off.
Add to a job or change it in the mobile app
In the mobile app, select the green + button in the lower-left corner of the job to add an Appointment, Note, Media, Attachment, Estimate, or Invoice.
For more options, select the three-dot icon (⋮) in the upper-right corner. This menu has Send automated notifications to the customer, Change location, and Cancel job.
Before you complete an appointment
Important: An appointment can show a Complete action. Before you select it, confirm the work is done and that you've chosen the right appointment.
Related articles
Add notes, media, and attachments to a job
Add an appointment to an existing job