Job Management
Reviewing and Updating
Review and update job details.
Viewing Job Details
- Go to Jobs
- Select a job from the list
- Review:
- Address and location
- Job type and status
- Assigned engineer
- Scheduled date
- Notes and attachments
- Form responses (if completed)
Updating Job Details
- Open the job
- Select Edit
- Update fields
- Select Save
Adding Notes
- Open the job
- Select Notes
- Enter your note
- Select Add
Notes are visible to all team members and the assigned engineer.
Viewing Form Responses
If the engineer has completed the job form:
- Open the job
- Select Form
- Review responses and uploaded photos
Viewing Job History
- Open the job
- Select Activity
- View timeline of changes, status updates, and notes