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Who it’s for:TechnicianProject LeadAdmin
Available on:WebMobile
Open any job to see its full record. On web, a sidebar summarizes client, damage, insurance/claim, schedule, property, notes, participants, locations, an AI-generated job summary, and a scope sheet completion summary — with the activity feed as the main panel. On mobile, the same information is organized into dedicated tabs: Home/Feed, Job Details, Media, Documents, Forms, Scope Notes, and Participants.

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Editing a job’s details

Most details can be changed at any time, so you only touch what needs to change:
  • Web: select Actions > Edit Job, or select Edit on a section of the job sidebar. Edit Job has a tab for each area: Schedule, Client, Insurance, Property, Damage, Date, Team, Notes, and Status.
  • Mobile: tap Job Info > Details, then tap Edit on a section: General, Company, Dates, Notes, Property, Insurance, or Damage.
Changing the address keeps the job’s rooms, photos, and readings where they are.
Admins and Project Leads can edit job details. On mobile, Technicians can too when an admin has allowed technicians to create jobs. The job code itself can’t be edited. See Job codes and preferred job codes.
The AI Job Summary writes a plain-language recap of the job from everything documented on it, with small numbered citations you can click to jump straight to the exact note, reading, or form answer it came from. It needs a job to have a reasonable amount of documentation before it can generate for the first time, and needs a meaningful amount of new activity since the last summary before you can regenerate it — so don’t expect one on a job that was just created.