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How do I view and manage a job?

Click any job row on Jobs → All jobs — the job opens in a drawer on the right with everything about it across five tabs. Changes save automatically as you make them.

Read the transcript

Every job opens in a drawer, without leaving the list. Go to Jobs, then All jobs. Click anywhere on the row to open it. At the top, a map, the job number, the status pill, then the title, time, customer and address. Overview holds the core details. Title, customer, status, assignee, service, time and address. Every change saves itself. No Save button. Status is a picker. Pending, Confirmed, In progress, Complete or Cancelled. Awaiting confirmation is one Sophiie sets herself, after asking the customer. Assigned shows who’s on the job. Change them with the pencil, or add another person. The job summary at the top is free text. Click it to edit, or use Edit with Sophiie to describe the change in plain words. Details has Notes, Reminders, Photos and Files, each with an Add button. Photos take ten files at a time, Files take five. Contacts lists who’s attached to the job. Billing shows the job’s quote or invoice, and lets you send one. History is the trail. Every status change, with a date and time. The footer button follows the status. Confirm for Pending, Start job for Confirmed, Mark complete once it’s started. The three-dot menu always holds Duplicate and Cancel job. There’s no delete.