Job Summary: Edit a Job, Products and Services

The Job Summary page is the job’s home base: edit its details, watch its appointments and money at a glance, attach the products/services you’ll bill for, upload photos, and run quick actions like completing the job or copying it to next season. You get there by clicking any job on Work > Jobs (or the View button on its row), or with Open job at the end of Add work.

Before you start

An existing job — see How to Create a Job.
To add catalog line items, the products/services should exist in your catalog first (Billing > Products & Services): see Manage Products & Services. A description-only line needs no catalog product.

What’s on the page

Header — job name with its workflow badge (Active, On Hold, Completed, etc.), plus buttons: Place on Hold (or Resume Job when on hold), the job’s next step (for example Add Pricing), Edit job, Open Calendar, and Back.
Edit job details and billing settings: the edit form, in a panel that starts closed so the visits come first. Edit job in the header opens it (see “Edit the job” below).
Customer & Jobsite card — read-only name/email/address for the customer and the job site, with a link to the customer’s page.
Appointments & Financials card — five tabs: Appointments, Financials, Product/Services, Photos, Notes, each showing a count badge.
Sidebar: At a Glance stats (Invoiced, Paid, Outstanding, Next Visit, Visits Completed) and Quick Actions: Copy to Season, Link to Program, Convert to Contract (or View Contract), Change Season, Complete Job, Create New Job (opens Add work for this customer), View Customer, Delete Job.
Workflow guide: the next step for this job, for example Add pricing when the job has no priced lines (including a program job billed per visit that was enrolled with no price), scheduling a waiting visit, or creating the invoice.

Steps

Edit the job

Click Edit job at the top of the page (or click Edit job details and billing settings to open the panel). Change any of: Name (required, up to 200 characters), Status (Active / Inactive / Completed), Description, Season (Optional), Program (Optional), and the Set Job Invoicing toggle with its Billing Mode (Per Visit, Monthly Fixed, Seasonal Prepay / Manual, or On Job Completion) and Invoicing Terms (days) (0 to 365) fields.
Click Save Changes. You’ll see a green “Job details updated successfully.” banner.

Notes on the Status dropdown:

Setting Status to Completed is blocked while the job still has open appointments — you’ll get a warning like “2 appointment(s) are still open - complete or delete them first.”
Setting Status to Completed works like Complete Job: a job billed On Job Completion gets its invoice (“Job saved and marked complete.” plus what happened to the invoice).
A job that’s already completed can’t be moved back to Active from this form (“Completed jobs cannot be moved back to active from the edit form.”).
On Job Completion can’t be chosen for a job in a program (“Programs bill by round”). Switching a job that is already complete to On Job Completion does not invoice it.

Add a product or service to the job

Open the Product/Services tab and click Add Product/Service. A pop-up opens.
Pick the Product/Service from your catalog; the Rate auto-fills with that product’s unit price. Or choose No product (description only) and type a Description for a one-off line.
Optionally adjust Description, Quantity (defaults to 1, up to 100,000), and Rate (up to $999,999.99, never negative). The Amount recalculates as Quantity × Rate; you can override it, but if it doesn’t match the calculation you’ll be asked to confirm before saving.
Click Save. A “Data saved successfully!” confirmation appears and the line shows up in the grid (Product/Service, Quantity, Rate, Amount).

Edit or remove a line item

On the Product/Services tab, click View on the line. The same pop-up opens with the line’s values, plus a Delete button.
Change the values and click Save, or click Delete to remove the line (you’ll be asked to confirm; deleting can’t be undone).

Work with the other tabs

Appointments — every visit on this job, with quick filters (Upcoming, Overdue, Next 7 days, Next 5, Last 5, All) and a status filter (Scheduled, On My Way, In Progress, Completed, Skipped, Rescheduled). Row actions: View (visit proof detail), Complete / Revert, History (who changed the visit and when), and Chem Log (record a chemical application for that visit). Use Schedule Appointment to add a visit — recurrence is available in the scheduling window.
Financials — the job’s invoices and payments. Create Invoice starts a new invoice pre-linked to this job; each invoice row has View and, if unpaid, Receive Payment.
Photos — upload photos (Take Photo or Choose File) with a required category (Before, Progress, After, Issue, Site Reference, Property Line) and optional caption, and assign them to a specific appointment or leave them job-level.
Notes — an internal comment thread on the job; type in the box and click Add Note. Click Pin next to a note to make it a standing instruction (a gate code, “dog in back yard”): it is highlighted as Pinned, listed first, and shown above the notes of every visit of this job, for the office and the crew. Click Unpin when it no longer applies. Notes written on individual visits are listed here too, tagged with their visit date. See Visit Notes.
Appointments > Notes column — each visit row shows its note count (“Add note”, “1 note”, “3 notes”). Click it to open that visit’s own note log and add, edit, or delete notes.

Copy to Season and Change Season — see Generate Visits and Copy Jobs Between Seasons.
Link to Program: pick a program (or “No Program (Unlink)”) to enroll the job in a multi-round program; the page reloads with the new link. A job billed On Job Completion can’t be linked, because programs bill by round. To enroll several properties at once, use Enroll Properties in a Program.
Convert to Contract — creates a draft contract from the job (billing terms are copied; you finish pricing on the contract page). Once linked, the button becomes View Contract.
Complete Job: marks the job complete after a confirmation. Blocked while open appointments remain, and not offered on a job that is on hold, already invoiced, closed or already complete. A waiting visit that never got a date is removed (“Its unscheduled visit was removed.”). What happens next depends on the job’s billing:
- On Job Completion: the job’s one draft invoice is created right away, and the message says so (or says why not, for example the job has no priced lines). See Automatic Invoicing.
- Seasonal Prepay / Manual with Set Job Invoicing on: you’re taken straight to a draft invoice to review.
- Anything else: “Job marked complete.”
Delete Job: deletes the job after a confirmation. Only a job with no visits (scheduled or completed; an undated waiting visit doesn’t count) and no invoices or payments can be deleted. Otherwise you’re told what to remove first.
Place on Hold / Resume Job (header) — pauses the job with a reason, optional note, and expected resume date; an on-hold banner shows on the page and the workflow badge changes to On Hold until you resume.

When a job completes on its own

When the last open visit on a job is completed, whether in the scheduler, on a job or customer page, or in the crew app, the job moves to Completed by itself. A job billed On Job Completion then gets its invoice, exactly as if you had clicked Complete Job. A job that is on hold, invoiced or closed is left alone.

Changes to a job are kept in an audit trail with who made them. Contact support if you need that history.

What happens next

Edits save in place and return you to the summary with a confirmation banner. Line-item changes refresh the Product/Services grid immediately. Completed jobs keep their history — appointments, financials, photos, and notes all remain viewable.

Tips & best practices

Add line items before invoicing. Per-visit and job-completion invoices draw on the job’s products/services; a job with no line items bills nothing.
Let Rate auto-fill, then adjust. Picking the product fills its catalog price; tweak per-job pricing on the line rather than editing the catalog.
Use Place on Hold instead of Inactive for temporary pauses — it records a reason and expected resume date and shows a clear banner.
Check “At a Glance” before completing — Outstanding shows unpaid balances at a glance so nothing gets closed with money on the table.

Troubleshooting

“N appointment(s) are still open - complete or delete them first.” — you tried to complete a job with unfinished visits. On the Appointments tab, mark them Complete (or delete/skip them), then retry.
“Completed jobs cannot be moved back to active from the edit form.” — by design; completed is a terminal state on this form.
Product dropdown in the pop-up is empty: your catalog has no products/services yet. Add them under Billing > Products & Services, or use No product (description only).
“Choose a product/service or enter a description.”: a line needs one or the other.
“Quantity can be at most 100,000.” / “Rate and amount can be at most $999,999.99.” / “Rate and amount cannot be negative.”: fix the line’s numbers.
Amount warning when saving a line — “The calculated total price (Rate * Quantity) does not match the Amount.” Click OK to keep your custom amount, or Cancel and fix the numbers.
“This job has already been invoiced, so it is past completion.” / “This job is on hold. Resume it before completing it.”: Complete Job is offered only while the job’s work is still under way. A job that a final-bill invoice moved to Invoiced can’t be completed, so leave This is the final bill for the job unticked on deposit and progress invoices.
“This job has visits, scheduled or completed, so it cannot be deleted.”: delete or move the visits first. A job with invoices or payments can’t be deleted at all; set its Status to Inactive instead.

Job Summary: Editing a Job and Managing Its Products & Services