Job Detail

The Job detail page is the central record for a scheduled or active job. It contains customer info, job details, work history, documents, and notes.

Header

The property name and current status badge appear at the top. A link back to the originating ticket is shown below the property name.

Action buttons:

Button	When it Appears	What it Does
Edit	Always	Update any job field
Mark Completed	When status is Scheduled	Sets status to Completed and prompts for invoice date
Change Status ▾	Always	Dropdown to manually set any status
Revert to Ticket	Always	Moves the job back to a ticket (use only for corrections)

Customer Info Panel

Shows the full customer details — contact name, property management company, phone, email, address, and scope of work. Click the contact name to open the Customer record.

Job Details Panel

Field	Description
Revenue	Contract amount
Assigned To	Staff member managing the job
Work Date (Start)	Planned or confirmed start date for the work
Work Date End	Optional end date — set this when a job spans multiple days (e.g., June 1–3). Leave blank for single-day jobs.
Date Confirmed	Check this box when the work date has been confirmed with the customer. Confirmed jobs show as Scheduled (green) on the calendar; unconfirmed show as Approved (yellow).
Invoice Date	Date the invoice was sent to the customer
Due Date	Payment due date

Customer Work History

Prior tickets and jobs for the same customer appear here, matched by property name or contact name. This gives context — you can see if this customer has worked with APA before.

Documents

Upload and manage files attached to this job (contracts, photos, bid sheets, etc.).

• Upload: Click the upload area or drag a file onto it. Maximum file size is 20 MB.
• Download: Click a document name to download it.
• Delete: Click the trash icon next to a document to remove it.

Files are stored securely in cloud storage.

Notes

Add timestamped notes for every customer interaction. See Notes & Documents for full details.