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How to edit a job, and what do its fields mean

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How to edit a job, and what do its fields mean. A step-by-step walkthrough of the screens, buttons and fields involved.

The steps, written out

  1. Open the job and choose Quick actions → Edit job (Owner / Administrator, Office Manager, Sales & Estimating, Dispatcher).
  2. Change the fields and press Save.

Tip

Field notes: County (for sales tax) decides the tax on invoices. Servicing yard is the yard that supplies the job. Foreman is pre-filled on new work orders and is the default owner of defects raised on the job's scaffolds.