Why some services are locked on jobs from quotes

Before you start

• Confirm you are in the correct account before saving changes.
• Do not save, send, collect, or archive when you are only reviewing.
• Use real United States service names such as roofing, gutters, HVAC, window cleaning, or exterior painting.

1. Why it happens

1. When a job comes from a quote, services and prices come from that quote.
2. The screen shows which quote the services came from.
3. This helps preserve what the customer accepted.

2. How to change scope or price

1. Open the linked quote from the job detail page.
2. Review whether scope, price, or terms need to change.
3. Avoid changing services directly on the job when they came from the quote.

3. What you can edit

1. You can review dates, times, and notes when needed.
2. For team and visits, use Calendar when the screen tells you to.
3. Save only when the changes are ready.

States and options you may see