Updating a job

Edit the basics

Change the job name, client, site address, type, or estimated value.

1. 1

   Open the job from Jobs

   Or use search if you can't find it.

2. 2

   Tap the ⋯ icon in the header

   Pick Edit job from the menu.

3. 3

   Update fields and Save

   You'll see a “Job updated” toast and the page refreshes.

Reschedule

1. 1

   Find the Schedule card on the Overview

   It's the top-left card on the job page.

2. 2

   Tap Edit schedule (or Reschedule)

   Set a new start date, optional end date, and time. Leave the time blank for all-day.

3. 3

   Save

   Toast says “Job scheduled” and the calendar updates.

Assign or change crew

1. 1

   Open the Crew card on the Overview

   It sits next to the Schedule card.

2. 2

   Tap Edit crew

   Check the workers you want on this job. Uncheck anyone you want to remove.

3. 3

   Save

   Toast says “Crew updated.” Each crew member can now see this job in their app.

Add notes

1. 1

   Open the Field tab

   Tabs sit under the job title.

2. 2

   Scroll to the Notes section

   Type and tap Add. Notes are append-only — older notes stay so you have a record.