Set up Job Summaries
The Job Summaries settings page turns Job Summaries on or off and sets what each new Job Summary shares by default. A Job Summary is the no-login recap link you send a customer after a visit — the share-out counterpart to the Customer Portal. Your team then sends individual summaries from each job; see Send a Job Summary.
Job Summaries do not control the direct Send Report action for inspection reports. That action emails one report PDF and is enabled separately with Email inspection reports under Settings -> Work Management -> Tasks -> Task Documents. A business can turn on either sharing method or both.
Where to find it: Settings -> Customer Experience -> Job Summaries
Turn Job Summaries on or off
Use Enable Job Summaries to turn the feature on for your business. When it's on, the defaults below are what every new summary starts from.
Choose what's shown by default
The Shown by default list sets which sections a new Job Summary includes to start:
Visit details
Arrival time
Time spent
Service description
Services performed
Asset Groups
Deficiencies
Photos
Property files
Inspection report
Work acknowledgment
Parts & labor
Unpaid invoices
Toggle any section on or off. Arrival time, Time spent, Service description, and Parts & labor start off. Arrival time, Time spent, and Service description also stay off for businesses already using Job Summaries; existing summaries and shared links do not gain this information automatically. These are only defaults — whoever sends a summary can still turn individual sections on or off for that send before it goes out, and a section only appears when the job actually has that content.
To show customers when your technician arrived, enable Arrival time and choose Save defaults. Each new summary then shows the time the technician first clocked in on each visit. You can still turn it off for an individual summary before sending it.
For office job tickets, enable Time spent and Service description, then choose Save defaults. The sender can edit each visit’s Service description in the summary before saving and sharing. New summaries will start with those sections selected. For an existing summary, include them in that summary's Record contents before publishing. Review the preview: once published, these details are visible to anyone with its share link, just like the other published sections.
Job custom fields have individual toggles under Record contents → Edit on the Send Job Summary screen. They start on, and each toggle automatically remembers the default across your business for future summaries.
Customize the email
The Email section is the message that goes out with the share link. Essential wraps it in your branding — your logo, a View job summary button, and your contact details. Personalize the Subject and Message with Liquid variables such as {{ customer.name }}, {{ visit_dates }}, {{ reference }}, and {{ record_url }}.
Save defaults applies the toggle, the default sections, and the email together. It affects new records only — existing live links stay unchanged.
The Subject editor starts at one line and grows automatically as text wraps or line breaks are added.
The default subject includes the property name, street address, and visit dates when available. The email body includes the property name and address, job number, technicians, and visit dates when available. Existing saved subjects remain as configured; use {{ property.location.name }} and {{ property.location.address }} to include both in a customized subject.
Use One visit, Multiple visits, and No portal access above the email preview to check conditional Liquid and the finished email details for each case. A portal link appears only when your business has the Customer Portal set up and the sample customer has access. Switching this preview tab does not change the Subject or Message and does not save any settings.
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