The job record is the central hub for managing all aspects of a piece of work. It aggregates every instruction, scheduled appointment, financial document, and communication into a single view. This helps you track progress, manage costs, and ensure compliance without needing to jump between different areas of the system.
The job view layout
The screen is split into two primary areas: a persistent left-hand sidebar for immediate context, and a main tabbed area for managing specific operations.
The job sidebar
The sidebar remains visible across all tabs, consolidating key job details, contacts, and status indicators so you never lose context.
It adapts dynamically to display only the widgets relevant to the current job. For example, you will only see budgeted financials for jobs originating from a sales opportunity, service details for service jobs, and asset information if assets are attached.
The overview panel is collapsable! Click the 
icon to collapse the panel and increase your screen space, and the icon to expand it again.
Customer and site details
The top section displays the Customer and Site associated with the work.
Customer: The person responsible for the bill.
Site: The physical location where the work takes place.
Who's currently viewing this job?
This section displays the profile icons of any other users who are currently viewing this job record. This feature acts as a warning system to help prevent conflicting edits if multiple staff members are working on the same job simultaneously.
Job details
This section contains the core identifiers, categorization, and specific instructions for the job. Depending on your system configuration and the data entered, this area displays a wide range of operational details.
Common information displayed here includes:
Job number: The unique system reference.
Description: A short summary of the task (e.g., "Boiler Service" or "Leaking Tap").
Job notes: Detailed information or instructions about the work, distinct from the short job description.
Asset: The specific piece of equipment or item the work is linked to.
Job completion
Once the physical work is finished and the job stage is set to complete, this section allows you to finalize the financial record.
Action required: If the job is complete but not yet processed, you can click Final invoice to raise the bill or Free of charge (FOC) if no payment is required.
Completed actions: If the job has already been finalized, this section acts as a confirmation of the outcome (e.g., displaying "Final invoiced" or "Free of charge").
Other details
This section captures additional classification and audit information for the work.
Priority: Indicates urgency (e.g., High, Normal, Low).
Customer reference: A specific reference provided by the customer, such as a purchase order number.
Quoted amount: The value agreed upon before the job started.
Business unit: The specific division or department within your company responsible for this job.
User group: The team or group of users with access or responsibility for this record.
Raised by: The name of the user who originally created the job record, along with the date and time of creation.
On hold
If the job has been placed on hold, this section displays the details regarding the pause.
Reason: The specific reason selected for pausing the work (e.g., "Waiting for parts" or "Customer to call back").
Take off hold: Remove the on hold status directly from this section.
Recall
If this job was raised to rectify work from a previous visit (a "recall"), this section links it to the original record.
Original job: A link to the initial job number where the issue originated.
Original job description: The summary of the work carried out on the initial visit.
Blame: The user assigned responsibility for the recall event.
Service level agreements (SLAs)
For jobs that require response within a set timeframe, such as contract jobs, the SLA section displays countdown timers. These timers use traffic-light colour coding (green, amber, red) to highlight urgency and risk of breach.
Contacts
Key people associated with the job are listed here to ensure you can reach the right person quickly.
Customer contact: The main point of contact for the account.
Site contact: The person present at the property (e.g., a tenant or site manager).
Telephone numbers and email addresses are displayed here. If you have a VoIP integration, you may be able to click these numbers to dial directly.
Defects and recommendations
If any defects or recommendations have been logged on this job, the details will be displayed here. This provides instant visibility of any faults found or professional advice given to the customer during the visit with it’s current status for clear visibility.
Find out more about Defects & recommendations.
Opportunity details
If an opportunity is won and converted into a job, relevant details will be displayed here for quick reference.
Common information displayed here includes:
Opportunity: The reference name of the won opportunity.
Description: A brief summary of the opportunity work.
Value: The value of the won opportunity.
Deferred payment
Shows if the payment has been scheduled for a later date, typically used for account customers or specific payment plans.
Financial performance
Provides a summary of the job's finances, including invoices, actual costs, and profit to date. If the job originated from a sales opportunity or variation, this section adapts to also display budgeted figures, expected margins, and the difference between your budgeted and actual profit.
Job tabs
The tabs along the top of the screen allow you to manage the specific operations of the job. Each tab has its own detailed articles linked below, covering all related tasks and workflows.
Timeline: The chronological history of the job, including communications, status changes, and scheduled activities.
Appointments: The control center for managing technician visits and viewing on-site task progress.
Parts: The dashboard for tracking materials through their lifecycle, from request to installation.
Forms: The compliance hub storing all digital paperwork, industry certificates, and custom checklists.
Files: The digital filing cabinet for photos, documents, and attachments.
Costs: The tracker for all job expenditure, split into forecasted costs (planned spend like scheduled labor and purchase orders) and actual costs (confirmed spend like approved labor and installed parts).
Invoices: The financial control room for billing, split into work in progress (WIP) for uninvoiced items like services and materials, and revenue for draft invoices, finalised invoices, and credit notes.
Opportunities: The sales pipeline tracker for proposals, recommendations, and variations linked to the job.
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