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Use the job workspace

Last updated July 23, 2026

The job workspace brings the customer, service location, schedule, field activity, billing, and financial picture together. Use it as the main record for work from booking through completion.

Common uses​

  • Review everything connected to one job before taking action.
  • Manage appointments, tasks, communications, attachments, billing, and completion.

Before you begin​

You need permission to view the job. Confirm the job number and customer before making changes, especially when a customer has several open jobs.

Open the job workspace​

  1. Open Operations → Jobs.
  2. Search or filter for the job.
  3. Select its Job ID.
  4. Review the job number, status, customer, location, and priority in the header.

The main column holds work activity while the right side keeps location, actions, and financial information nearby.

Review each part of the job​

  • Job Summary stores context that applies to the entire job.
  • Job Tasks shows connected work items and provides Open Task Manager and Log Task.
  • Equipment shows equipment connected to the service location or job.
  • Scheduling & Appointments shows each visit, arrival window, duration, status, and assignment.
  • Invoices, Estimates, and History connect billing and record activity.
  • Communications keeps related call and message activity together.
  • Attachments holds photos, videos, forms, and uploaded files.
  • Reviews shows customer review information when available.

Select the customer, location, estimate, or invoice link to open that full record.

Use the header and Quick Actions​

  1. Select the header pencil to edit Business Unit, Job Type, Marketing Campaign, or Priority.
  2. Use Create Invoice in the header when billing is ready.
  3. Open the header menu for additional job actions.
  4. Use Quick Actions for Add Form to Job, Create Estimate, Create Invoice, Edit Timesheets, Adjust Splits, automatic dispatch, or Complete Job.
  5. Review the current status before selecting an action.

Available actions vary with the job’s state, project billing setup, and your permissions.

Review job financials​

Use Financials to review revenue, costs, projected payroll cost, net profit, and profit margin. These figures change as estimates, invoices, payments, material costs, and labor information are added.

For a reliable financial picture, confirm the correct billable items and time entries are connected before completing the job.

What happens next​

Changes remain with the job and appear wherever that job is used, including Jobs, Dispatch, connected customer and location histories, estimates, invoices, and reporting.

Troubleshooting​

The job says Job not found​

Return to Jobs, clear its filters, and open the record again. Confirm your role still has access to the job’s business unit.

An action is missing​

The action may not apply to the job’s current state, or your role may not include it. For project work, Create Invoice may appear as Project Billing.

Job information looks out of date​

Confirm you opened the correct job number, then refresh the page. Review History to see whether another team member recently changed the record.