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: 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 event in the calendar view
2. The modal opens with job details
3. Close by clicking outside or pressing Escape

What You'll See

Job Header

At the top of the modal:

• Job number - The unique job ID (e.g., JOB-1234)
• Status badge - Current job status (Scheduled, In Progress, Completed, Cancelled)
• Action buttons - Start, Complete, Cancel, or Reschedule depending on current status

Customer Information

• Customer name - With clickable phone and email icons for quick contact
• Property address - With map pin icon to view location
• Job type - The service category for this work

Schedule Details

• Scheduled date - When the job is planned
• Time slot - AM (8am-12pm), PM (12pm-5pm), or specific time
• Assigned to - Which team member or subcontractor is handling the job

Editing Job Details

Entering Edit Mode

1. Click the pencil icon in the top-right corner of the modal
2. Edit mode activates - all fields become editable
3. Make your changes to date, time, assignee, or description
4. Click "Save" to apply changes, or "Cancel" to discard

Editing Date and Time

When you edit a job's schedule:

• Date field - Pick a new date from the calendar
• Time type dropdown - Choose AM, PM, Specific Time, or Not Specified
• Time field - When "Specific Time" is selected, enter HH:MM in 24-hour format
• Original time type is preserved - If you don't change the time type, your original AM/PM/Specific selection stays intact

Important: All times are interpreted in your company's configured timezone. If your company is in Texas (Central time), a job scheduled for 2:00 PM will show as 2:00 PM Central for all users, regardless of their device timezone.

Editing Description

The description field supports multiple lines. Describe the work to be done, special instructions, or any details the technician needs to know.

Changing Assignment

Use the assignee dropdown to reassign the job to a different team member or subcontractor. Only users with appropriate permissions can reassign jobs.

Job Actions

Starting a Job

1. Click "Start Job" button
2. Job status changes to "In Progress"
3. Timestamp is recorded for when work began

Completing a Job

1. Click "Complete Job" button
2. Job completion dialog opens with fields for:
   • Notes about work performed
   • Photos of completed work
   • Time spent (optional)
3. Fill in completion details
4. Click "Mark Complete"
5. Job status changes to "Completed"

Rescheduling a Job

1. Click "Reschedule" button
2. Edit the date and time fields
3. Click "Save"
4. Job is rescheduled with new date/time

Cancelling a Job

1. Click "Cancel Job" button
2. Confirm cancellation in the dialog
3. Job status changes to "Cancelled"
4. Optionally add a cancellation reason

Notes and Photos

Adding Notes

1. Scroll to the Notes section
2. Type your note in the text area
3. Click "Add Note"
4. Note appears with your name and timestamp

Adding Photos

1. Scroll to the Photos section
2. Click "Upload Photo" or drag files onto the upload area
3. Select one or more photos (JPEG, PNG, WebP, HEIC - max 15MB each)
4. Photos upload and appear in the gallery
5. Click any photo to view full size

Photos from linked tickets also appear in the Photos section, making it easy to see all related images in one place.

Tips

• Edit mode preserves your original time type - Opening a job and clicking Save without changing the time won't accidentally convert AM/PM to a specific time
• All times use company timezone - If your company is in Texas, all job times are Texas time, regardless of where you're viewing from
• Photos support HEIC format - iPhone photos upload directly without conversion
• Notes are permanent - Once added, notes cannot be deleted (only admins can remove notes)
• Completion reports become permanent records - Completed jobs with photos and notes become part of the property's work history

Questions

Q: Why did my AM job become a 12:00 AM time after I edited it? A: This was a bug in previous versions. The new system preserves your original time type (AM, PM, or specific time) unless you actively change it. If you're seeing this behavior, make sure you're on the latest version.

Q: Why does my job time look different on my phone than on my coworker's computer? A: Make sure your company timezone is configured correctly in Settings > Company Profile. All job times are anchored to the company timezone, so if it's set to the wrong timezone, times will appear incorrectly for everyone.

Q: Can I upload photos from ticket reports to a job? A: Photos from linked tickets automatically appear in the job's Photos section. You don't need to re-upload them.

Q: What happens if I click Save in edit mode without changing anything? A: Nothing changes. The system preserves your original values exactly as they were, including the time type (AM/PM/Specific).