Along the top
Call and Message the customer, open the job's Team chat, or click Edit to change the booking. More actions has Redo this job (for a redo or warranty fix) and Delete booking.
Tabs
- Details: the schedule, the crew with their Station and Assigned To (change them right here), the services, and Quote, Proposal & Invoice. Add a document with + Proposal, + Quote or + Invoice, or click Work Order. Below that are the money details and notes.
- Documents: forms and waivers for this job. Click New Document. Under Signatures Required, click Sign Now to sign in the shop or Send to send it to the customer.
- Proofs: the job's design proofs.
- Materials: what the job uses. Add From inventory or a Custom material, use Sync from document to copy them from the quote, and Pick roll serial to record which roll you used.
- Checklist: the job's tasks. Click Add to add one and tick them off as you go.
- Attachments: crew photos and files.
- Inspections: vehicle inspections with photos. See Notes, photos and inspections.
Tip
For everything you've ever done with a customer, open their profile and go to the Timeline tab.