The job detail page: what it shows
Opening a job shows a single page that pulls together everything about that work. At the top, a summary panel shows the property name and address, the customer name and billing address in a separate column, the visit types being performed, and the assigned technicians. When the same visit type is scheduled on more than one visit, it is listed once with a count (for example, Priority Service Call × 3), where the number is how many visits on the job use that type.
The badge beside the job number shows the folder of the latest Jobs outcome task on the most recently created visit, while that task is still open. If that visit has no outcome task, or its latest task is completed, no badge is shown. Tasks from older visits do not replace it. Creating another visit from a task does not create a new outcome. You can still review all tasks and their statuses in the Tasks tab. The status on each visit describes that visit separately.
Below that is a tabbed panel with Files, Inspection Reports, Deficiencies, Work Acknowledgments, Tasks, and a Clock In / Clock Out record. If you have permission to see them, Invoices and Quotes tabs also appear, listing the invoices and quotes linked to this job. If those tabs are missing but you need them, contact your business's administrator to review your role.
The Deficiencies tab shows findings from the job’s visits, with separate external and internal descriptions and a Photos button showing each finding's photo count (select it to open the photo viewer). Select a PDF filename in Inspection Report to open the report preview without leaving the job. Reports without a generated PDF show No PDF yet; manually added findings have no source report. Long descriptions show a three-line preview; select Show more to read the full description in place, then Show less to collapse it. Tracked deficiencies show Open or Resolved, with the resolution date beneath the status; use Mark Resolved or Reopen directly in the Actions column. Select the rest of a row to open its Deficiencies task; if no task is linked, it opens the source inspection report. The job keeps all its findings visible, including findings cleared from other lists. Standard findings without tracking have no resolution controls.
If Job Costing is turned on for your business and your role can view it, a Job Costing card also appears, showing revenue against labor and material cost for the job. See Job Costing on a job: revenue, costs, and margin.
The Files tab lets you add a new file, search by file name, switch between a list and a gallery of preview tiles, and, when there is more than one, download them all at once. Next comes the Visits card, which lists each visit on the job with its date, time, technicians, and expandable details such as visit notes, invoice items, and due date. Items corrected to a quantity of zero are omitted from the invoice-item list and count; you can add a visit, send a visit reminder, and delete a visit from here.
A Timeline at the bottom records changes to the job, its files, its visits, and tasks linked through visits or inspection reports. Task status changes, folder moves, notes, and timeline comments appear alongside the job's other activity, with their original dates and users. Completed tasks remain in this history. Inspection-report activity also appears here, including deleted reports. Select View changes to compare full values, review removed work orders or deleted comments, and open retained attachments. Report contents require inspection-report access. Use the timeline's search and person, activity, or date filters to find an entry.
Along the right side you will find a Job Summary card (for roles with Job Summary send access — see Send a Job Summary), editable custom fields for the job, a Contacts card showing the contacts tied to the job's visits, a Recurring Service Completions summary, and a Delete Job button.
Some panels only appear when the relevant feature is enabled for your business.
When items have been planned while scheduling, Parts, Labor & Items shows a compact Planned for this job list. It includes parts, labor, and one-off items even with Inventory and Job Costing off. All visits on the job share this plan; edit it through a visit's scheduling form. Planned quantities are separate from actual usage recorded by the crew. Inventory and costing controls keep their usual feature and permission requirements.
Timeline is always at the bottom of the page, below the main content and side cards on every screen size.
Where to find it: Scheduling > Jobs, then click a job row to open its detail page
Related guides
When Visit checks is active, review missing work before saving or submitting. See Review visit checks.
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