Job workspace

Job workspace

What this page is for:
 One job (one estimate_id). Production and money after Quote live here. Open → Quote is on Estimate detail, not here.

Where: Job row on the opportunity or estimate Jobs tab
 /portal/estimates/estimate-job-detail?estimate_id=…

Steps:

1. Header: job id, opportunity link, sibling Switch to {work type} if another job exists.

2. Stepper: Open → Quote → Sold → Contracted → Production → Closed.

3. Side nav groups Sales, Production, Financials, Other. Click the group name to collapse. General Info stays pinned.

4. Tabs depend on status:

   • Open / Quote / Quoted: no Materials, Commission, Services

   • Sold / Contracted / Closed / Lost: those tabs appear

5. Notes opens the drawer.

Header & status (job)

What this page is for:
 Advance or jump status on this job only.

Where: Job workspace header

Steps:

1. Change to {next} along Quote → Sold → Contracted → Closed. Confirm Change Status? → Change to {status}. No button if still Open (use Estimate detail) or if Closed / Lost.

2. Update Status (permission estimates.status.edit): Quote, Sold, Contracted, Closed, Lost.

3. Privileged: Edit Dates on the stepper (plan/production dates).

General Info

What this page is for:
 Customer, insurance, documents, team, job flags, GIS, e-sign shortcuts.

Where: Job → General Info

Steps:

1. Customer Information — Call, Email, Opportunity, Contact.

2. Insurance if present.

3. Documents — print/open PDFs; Signature / View signed document.

4. Team → Assign (same team modal as Schedule).

5. Job Flags (N) → New to add a flag.

6. GIS: Request GIS / GIS, Route, Reset.

7. Send for Signature, Sign on Device when offered.

Scope of Work

What this page is for:
 Products/lines that make the price. Sold+ / e-signed: contract price is frozen.

Where: Job → Scope of Work (Sales)

Steps:

1. Edit Mode to change qty/price (or contract description when price is locked).

2. Add Products (dialog Add Products).

3. Copy from Estimate…

4. Reset All, Export.

5. Site Measurements / Edit Measurements.

6. Row: Delete, Reset to catalog price.

Discount

What this page is for:
 Finance offer and promotions per job. Stacks in order (percent then fixed). Frozen after Sold / e-sign.

Where: Job → Discount

Steps:

1. Choose the finance level/offer.

2. Toggle discounts (including Same Day / promotions).

3. Save.

Payment

What this page is for:
 Milestones and money collected. Plan is locked except Record Payment in some states.

Where: Job → Payment

Steps:

1. Edit Plan to set milestones. Empty: Milestones appear once the plan is configured.

2. Save Changes / Cancel.

3. Record Payment. Split amounts must equal the payment total.

4. Open a milestone invoice → Print / PDF.

5. Send-link / QuickBooks invoice dialogs: Cancel, Close as labeled.

Contract (job)

What this page is for:
 Build sections, preview, export, e-sign.

Where: Job → Contract
 Also Preview / Export PDF / View Signed PDF / Send eSign / Sign in App from the parent page.

Steps:

1. Add Section or Add Your First Section.

2. Preview, then Export PDF.

3. Send eSign (capability e-sign; otherwise the button is hidden — 403 without it).

4. Sign in App / Sign on Device for in-person signing.

Milestones

What this page is for:
 Production checklist (not the payment milestones).

Where: Job → Milestones (Production)

Steps:

1. Work the checklist cards.

2. Assign team if the Assign item is on this panel (otherwise Assign is on Schedule / General Info).

Schedule

What this page is for:
 Calendar and who is on the job.

Where: Job → Schedule

Steps:

1. Use the calendar (Assigned | Calendar).

2. Assign opens the team/dates modal.

3. Add or edit events from the calendar. Closed jobs block new schedule changes.

Crew

What this page is for:
 Crew assignments, pay, signatures.

Where: Job → Crew
 Card: Crew

Steps:

1. Open calendar / Calendar.

2. Add assignment / Assign.

3. Assignment, payment & signatures → Close when done.

4. Add Crew / Add Work in those dialogs.

Measurement

What this page is for:
 RoofScope / Artemis (and similar) reports on the job after create.

Where: Job → Measurement

Steps:

1. Open attached reports.

2. Pull or view PDFs the same way as wizard Available reports when those controls are shown.

Materials

What this page is for:
 Vendor orders. Only after Sold (and later). Hidden on Open / Quote.

Where: Job → Materials

Steps:

1. Get materials for template and/or New order.

2. True Cost.

3. Per vendor: Add product, Order, Print, Start return → Submit return to HQ.

4. Place order: Job site or Company address → Next → Place order. View QXO when linked.

Change Order (job)

What this page is for:
 Adds/credits after the original scope.

Where: Job → Change Order

Steps:

1. Add a change order.

2. Preview: Download PDF, Email, Print, Close. Document: Print, PDF.

Permit

What this page is for:
 Permit dates and cost (Applied / Obtained / Expire / Finalized).

Where: Job → Permit

Steps:

1. Fill permit dates and cost/description.

2. Save as the card requires. This is the same permit workflow that used to sit on the production checklist.

Expense

What this page is for:
 Job expenses (internal).

Where: Job → Expense

Steps:

1. New Expense.

2. Export.

3. Cancel on the form to abort.

Commission

What this page is for:
 Payouts. Tab only with estimates.commission.view. Add / edit / delete need estimates.commission.edit. Hidden on Open / Quote.

Where: Job → Commission

Steps:

1. Add a commission row.

2. Edit or delete if you have edit permission. Otherwise the table is read-only.

Job costing (job)

What this page is for:
 Cost/profit for this job. Privileged (Super Admin or manager). Deep link #costing.

Where: Job → Job costing

Steps:

1. Open the tab after privilege loads.

2. Read revenue vs cost. Header Pricing Summary can show the same privileged job summary.

Documents (job)

What this page is for:
 Photo/file gallery plus post-sale letters that can be e-signed: Final Letter, Warranty Certificate, Completion Certificate.

Where: Job → Documents (Other)

Steps:

1. Browse the gallery.

2. Generate or send the job letters when offered.

3. Customer signs on the public job-docs sign page.

Services

What this page is for:
 After-sale service jobs on the same opportunity (own estimate, not a child id). Tab after Sold.

Where: Job → Services
 Confirm: Add a new service? → Create service / Cancel

Steps:

1. Add (creates {trade} Repair by default).

2. Open a row under Service jobs (N).

3. Delete that service estimate.

Notes

What this page is for:
 Notes and activity on the estimate or job.

Where: Notes on Estimate detail or Job workspace

Steps:

1. Click Notes.

2. Add or read the timeline. Close the drawer when finished.