Job Details Modal

Overview

The Job Details Modal provides a comprehensive view of everything related to a job - customer info, schedule details, assigned technician, description, features, expenses, change orders, notes, and photos. You can edit job details inline, reschedule appointments, complete jobs with reports, and track job status changes - all without leaving the modal. The modal opens when you click on any job in your lists or calendar.

NEW: Subcontractor Job Access - When you're logged in as a subcontractor (member of a contractor company that's on another company's roster), you can now view and edit jobs assigned to your company via the assignedSubId field. This ensures subcontractors have full access to work dispatched to them, not just jobs created within their own company account.

NEW: Reschedule Notifications - When you reschedule a job, the assigned technician or subcontractor automatically receives a notification with the updated schedule details. The notification includes the new date and time (formatted based on your time slot type: AM, PM, or specific time), so everyone stays informed when job timing changes. You won't receive a notification when rescheduling your own jobs.

NEW: Flexible Scheduling Options - When editing a job, you can now choose between three time slot types: AM (morning appointments), PM (afternoon appointments), or specific times. You can also schedule jobs without specifying a time at all, creating an "all-day" event. The system remembers your original choice and only changes it when you actively select a different option. All dates and times are interpreted in your company's timezone (not your device timezone), ensuring consistency across your team.

NEW: Enhanced Notes Visibility - The notes field now appears in both view and edit modes, making it easier to see and update job notes without toggling edit mode. When viewing a job, notes are displayed with the same prominence as description. When editing, both description and notes fields are shown together for easy updates.

NEW: Improved Time Editing - The job edit flow now correctly preserves your original time type (AM, PM, or specific time) when you save without changing it. Previously, opening a job scheduled for "AM" and clicking Save without touching the time would silently convert it to a specific 12:00 AM time, losing the AM/PM bucket. Now, the system remembers your original timeType and only changes it when you actively select a different option. All date/time fields are interpreted in your company's timezone (not your device timezone), so a dispatcher in Manila and a tech in Texas both see the same scheduled time.

Opening the Job Details Modal

From Job Lists

1. Click any job row in the Jobs table, My Jobs list, or Operations > Jobs tab
2. The modal opens with full job details loaded
3. Close by clicking outside the modal or pressing Escape

From Calendar

1. Click any job on the calendar view
2. The modal opens with that job's details
3. Navigate between days using calendar controls while modal is open

What You'll See

Job Header

At the top of the modal:

• Job number - Unique identifier (e.g., JOB-1234)
• Status pill - Color-coded status (Scheduled, In Progress, Completed, Cancelled)
• Edit/Save buttons - Toggle edit mode or save changes
• Close button - Exit the modal

Customer Information

• Customer name - With phone and email contact buttons
• Property address - With map pin icon to view location
• Contact person - If different from property owner

Schedule Details

• Date - When the job is scheduled
• Time slot - AM (8am-12pm), PM (12pm-5pm), specific time, or all-day
• Assigned to - Team member or subcontractor handling the work
• Time type indicator - Shows whether job uses AM/PM slots or specific time

Job Description & Notes

• Description - What work needs to be done
• Notes - Additional context, instructions, or internal notes
• Both fields visible in view mode and edit mode

Additional Sections

Expandable sections show:

• Features - Add-ons or special requirements
• Expenses - Materials and costs tracked for this job
• Change Orders - Scope changes and adjustments
• Photos - Before/during/after photos from the job site
• Job Report - Completion documentation (for completed jobs)

Editing Job Details

Inline Editing

1. Click "Edit" button in the modal header
2. All fields become editable except job number and status
3. Make your changes:
   • Change date using the date picker
   • Select new time slot type (AM, PM, specific time, or no time)
   • Update assigned technician or subcontractor
   • Edit description and notes
   • Modify customer or property information
4. Click "Save" to apply changes
5. Or click "Cancel" to discard changes

Preserving Time Types

When you edit a job:

• Original time type is preserved unless you change it
• AM jobs stay AM unless you select a different option
• PM jobs stay PM unless you select a different option
• Specific times stay specific unless you change to AM/PM
• System remembers your choice across save operations

Changing Schedule

When rescheduling a job:

• Pick a new date from the date picker
• Choose time slot type (AM, PM, specific time, or no time)
• If selecting specific time, enter the time
• Assigned person receives notification with new schedule details
• You won't be notified when rescheduling your own jobs

Completing a Job

From the Modal

1. Open a job in Scheduled or In Progress status
2. Click "Complete Job" button
3. Fill in completion details:
   • Upload photos of completed work
   • Add completion notes
   • Document materials used
   • Record labor hours
4. Submit completion
5. Job status changes to Completed

Job Report Access

After completion:

• Job report appears in the modal
• View all completion details - photos, notes, materials
• Create invoice from report - one-click invoice generation
• Download report as PDF for records

Status Changes

Available Status Transitions

Depending on current status, you can:

• Start Job - Move from Scheduled to In Progress
• Complete Job - Move from In Progress to Completed
• Cancel Job - Move any status to Cancelled
• Reschedule - Change date/time for Scheduled jobs

Status Indicators

Jobs show color-coded status pills:

• Gray - Scheduled (not started yet)
• Blue - In Progress (work underway)
• Green - Completed (work finished)
• Red - Cancelled (work not performed)
• Orange - Rescheduled (date changed)

Tips

• Use notes field for internal context that shouldn't appear on customer-facing documents
• Use description field for customer-visible work scope
• Add photos during the job to document progress and issues
• Edit time type carefully - changing AM to specific time affects how job appears in schedule
• All times use company timezone - ensures consistency across team members in different locations
• Subcontractors see assigned work - jobs dispatched to your company appear in your job list

Questions

Q: Why can't I edit some fields? A: Job number and some historical data fields are read-only to preserve records. You can edit schedule, assignment, description, and notes.

Q: What happens when I reschedule a job? A: The assigned person receives a notification with the new date and time. The job status may change to "Rescheduled" depending on how far in advance you make the change.

Q: Can I change who's assigned to a job? A: Yes, click Edit and select a different team member or subcontractor from the assignment dropdown. The new assignee will be notified.

Q: How do I convert a job to an invoice? A: Complete the job first, then click "Create Invoice" from the job report