Use the jobs list and job screen to keep repairs, customer communication and progress up to date.
Before you start #
- Have an existing job to work with. To book a repair in, use Create a new job.
- The screenshots show the single-store layout. Available fields, statuses and actions depend on your account setup.
Find the job #
Open Jobs → Open Jobs for active work or Closed Jobs for completed and other closed jobs. Use the search box, quick filters or Filters to narrow the list. Select the job ID to open it.
Choose what the list shows #
Use Columns to choose visible information and Sort to change the order. Use Save View when you want to keep a useful layout. Check active filters before exporting results or applying a bulk action.
Review and update the job #
The job screen brings together the status, due date, assignment, customer and Job Breakdown. Select an editable value to change it, then use the save control shown for that field.
- Job Details: repair description, location, barcode and approval/payment flags.
- Item Details: the physical item, its specifications and condition.
- Assignments: staff and progress for individual repairs.
- Worksheets: structured checks linked to the job.
- Documents: saved generated document snapshots.
Record progress and contact the customer #
Use Notes for updates, and Attachments for supporting photographs or files. Customer contact buttons offer SMS, email, a check-in receipt and a quote. The top-right three-dot menu also provides invoice and printing actions. Review Job History for assignment, status, location and contact records.
What happens next #
Check that edited values are displayed correctly. A status change can trigger configured automations, including customer emails, so use the status that matches the actual stage of work.
Common questions #
Why has a job disappeared from Open Jobs? #
Its status may place it in Closed Jobs, or the current search or filters may hide it. Check both before creating a duplicate.
Does marking a job Paid create a payment? #
No. Paid records a flag; it does not create an invoice or payment record. Job Approved and Quote Required also record flags only.
Related guides #
- Changing a Job’s Status
- Searching & Filtering Jobs
- Assigning Jobs to Staff Members
- Job Notes
- Creating & Sending a Quote
Last verified: 22 October 2026. Screenshots and instructions reflect Repair Pilot at the time of review.
