Managing Job Details

When you click on a job in the calendar, a detail drawer opens with all the information about that job. This is your go-to spot for viewing job info, adding notes, and managing the work.

What You’ll Learn

• Viewing job information
• Adding and managing notes
• Editing and deleting jobs
• Understanding the detail tabs

Opening Job Details

Click on any job in the calendar to open the detail drawer. You’ll see:

• The job title and status
• Scheduled date and time
• Four tabs: Info, Client, Notes, and Team

Detail Tabs

Info Tab

The Info tab shows everything about the job:

Instructions - Specific directions for your crew (shown prominently)

Location - The job address with a quick link to open in maps

Description - Internal notes about the work

Estimate Details - A link back to the original estimate so you can reference scope, line items, and pricing

Client Tab

The Client tab shows contact information:

• Client name and avatar
• Phone number with a quick “Call” button
• Email address with an “Email” button

This makes it easy to reach out to the client right from the job details.

Notes Tab

Keep track of important information with job notes:

Adding a Note

1. Type in the text area at the top
2. Click Add Note

Viewing Notes

• Notes appear in reverse chronological order (newest first)
• Each note shows when it was added

Deleting a Note

• Hover over a note
• Click the trash icon that appears

Notes are great for:

• Recording client conversations
• Documenting changes or issues on-site
• Leaving messages for team members

Team Tab

See and manage who’s assigned to this job.

Viewing Assignment

• Shows the assigned team member’s name and role
• Displays their color for easy identification on the calendar

Changing Assignment

1. Click the Change button
2. Select a team member from the dropdown
3. Or select “Unassigned” to remove the assignment

Note: The Team tab requires a Pro subscription. Basic and Starter plans will see a prompt to upgrade.

Editing a Job

From the detail drawer:

1. Click Edit Job Details at the bottom
2. The job form opens with all fields pre-filled
3. Make your changes
4. Click Update

You can also access edit from:

• Right-click menu on the job
• The dropdown menu in the job popover

Deleting a Job

To delete a job:

1. Open the detail drawer
2. Click the trash icon (next to “Edit Job Details”)
3. Confirm the deletion

Warning: Deleting a job cannot be undone. If you might need the information later, consider changing the status to “Cancelled” instead.

Job Status Management

Quick Status Change

Right-click on a job in the calendar and select “Change Status” to quickly update without opening the full form.

Status Meanings

Status Tips

• Jobs with “Draft” status appear in the “Needs Scheduling” panel
• Mark a job as “Completed” when the work is done so you can create an invoice from it
• Use “Cancelled” instead of deleting to keep a record

Duplicating a Job

If you have similar work on multiple days:

1. Right-click on the job
2. Select Duplicate
3. A copy is created as a draft
4. Open the copy and adjust the date and details

This saves time when scheduling multi-day jobs.

Tips

• Check instructions before heading to a job - They contain the crew-specific details
• Add notes during or after work - Document anything that might matter later
• Use the maps link - One tap to navigate to the job site
• Mark jobs complete promptly - This keeps your invoicing pipeline moving

Related Articles

• Scheduling Jobs
• Calendar View
• Team Scheduling