How to View Jobs and Change Job Status

Step 1: Open the Jobs Tab

From the home screen, tap the clipboard icon in the top toolbar to open your Jobs list.

Details:

• Sits alongside the Appointments, History, and Notifications icons at the top of the home screen
• Shows every job assigned to you, each with its job number, category, address, client, and current status

Step 2: Search or Filter the Jobs List

Use Search Jobs to find a specific job, or tap the filter icon to narrow the list by status.

Filter Options Include:

• Any status
• Ready To Invoice Client
• Maintenance Booked
• New Report Request
• Appointment Booked
• Works In Progress
• New Quote Request
• New Makesafe
• Resto Tech Booked
• New Job
• Site Attended
• Tentative Appointment Offered
• D&C Repairs In Progress
• First Call To Customer
• Quoted
• New Express Claim
• Awaiting Alternative Appointment
• New Maintenance
• New Do & Charge
• Report Submitted
• Awaiting Final Report & COS
• Awaiting Review
• Awaiting Contract

Details:

• A purple badge appears on the filter icon showing how many filters are currently applied
• Selecting a status filters the list down to jobs currently sitting at that status

Step 3: Open a Job

Tap on a job in the list to open its full details.

Details:

• Opens the job's own page, showing its Site Photos, Site Forms, and Notes counts at the top

Step 4: Review the Job Overview

At the top of the job page, review the job number, address, next appointment, and current job status.

Details:

• Next Appointment shows the upcoming appointment for this job, or "No appointment scheduled" if none is booked
• Job Status shows the job's current status as a label
• Tap Navigate to open directions to the job's address

Step 5: Change the Job Status

Tap Change next to Job Status to open the Change Job Status screen.

Details:

• Current Status shows where the job sits right now
• Progress shows the next logical status forward, with a Progress · More list of further statuses to choose from
• Rollback shows the most recent prior status, with a Rollback · More list for moving further back if a status was set in error
• Tap a status, then tap Save to confirm the change, or Close to exit without changing anything

Step 6: Review the Job's Details Sections

Below the job overview, expand Job Details, Project Contacts, and Project Info for further information.

Details:

• Job Details shows the Job Number, Client, and Job Email
• Project Contacts lists everyone attached to the job, each with a Call button to contact them directly
• Project Info shows the Client Reference, Project Date, Loss Date, Division, Region, Type, and Excess

FAQ

What's the difference between Progress and Rollback when changing job status? Progress moves the job forward to its next logical status. Rollback moves it back to a prior status, which is useful if a job was advanced by mistake.

Can I call someone attached to a job directly from the app? Yes, expand Project Contacts on the job page and tap Call next to the person you need to reach.

How do I find jobs at a specific status, like Site Attended? Tap the filter icon next to Search Jobs, then select the status you want under Status. A badge on the filter icon shows how many filters are applied.

What happens if I tap Close instead of Save on the Change Job Status screen? Nothing changes, close exits the screen without updating the job's status.