How to read a job detail page

Before you start

• Confirm you are on the right job before editing or creating documents.
• Do not save, edit, invoice, or add visits when you are only reviewing.
• Use real US-market service names such as roofing, gutters, HVAC, or exterior painting.

1. Open the detail

1. Go to Jobs.
2. Click the job you want to review.
3. Confirm the status next to the title.

2. Review operations

1. Read dates, assignment, amount, and notes.
2. Review Visits for the next visit.
3. Confirm services and amount before billing.

3. Review customer and documents

1. Use the customer card to confirm contact.
2. Review linked quotes.
3. Do not edit, invoice, or add visits when you are only reviewing.

Statuses and options you may see