Increase Prices Popup
Put prices up for selected jobs from a date you choose, check every job's old and new price, and let customers know by email, text or a printed letter.
Read article: Increase Prices PopupJobs help
Help for Jobs in Work Planner.
Articles
Jobs Map Popup
See every job in your filtered Jobs list on a map, read each pin's summary, open jobs from the map, and understand how jobs without a saved location are placed in Work Planner.
Read article: Jobs Map PopupMissed Reason on a Job
How to record why a job was missed using the preset reasons or a free text note, and where that reason then shows up.
Read article: Missed Reason on a JobMessage and Print Actions
How to email, text and print for selected jobs: the Message Customers popup for emails and texts, and the Print Documents popup for paperwork.
Read article: Message and Print ActionsCompletion Popup
How to complete or miss a job from Planner, the Jobs list, or the Job detail view, including charging, payment, tips, and follow-up actions.
Read article: Completion PopupAdding a Job to a Worksheet
How to send selected jobs onto an existing worksheet or create a new worksheet from the Jobs list.
Read article: Adding a Job to a WorksheetTransfer Jobs Popup
How to move jobs into another business, what the transfer date and destination status do, and what happens to the source record afterwards.
Read article: Transfer Jobs PopupBulk Edit Popup
How to use the Bulk edit popup to apply the same change across several jobs at once without changing fields you did not mean to touch.
Read article: Bulk Edit PopupWorksheet Notes and Follow-On Notes
How to use the worksheet note and the saved note timeline on a job without mixing up what each one is for.
Read article: Worksheet Notes and Follow-On NotesImages and Image Preview Popup
How images work on jobs, including upload limits, previewing larger images, and removing old images from the job record.
Read article: Images and Image Preview PopupAdvanced Pricing and Opening Balance
How advanced pricing works on a job, including VAT, opening balance, price type, first-visit pricing, alternate pricing, and hourly-per-person setup.
Read article: Advanced Pricing and Opening BalanceScheduling a Job
How due dates, specific times, one-off jobs, and recurring schedules work on a job in Work Planner.
Read article: Scheduling a JobJob Detail View
A guide to the Job detail view, including the details tab, customer tab, transactions, invoices, activity, text messages, and transfer warnings.
Read article: Job Detail ViewEditing a Job
How to reopen a job, change the live details, and understand which parts of the edit popup behave differently from the create flow.
Read article: Editing a JobJobs Filters Popup
How to use the Jobs filters popup to narrow work by status, date, round, service, payment method, and business.
Read article: Jobs Filters PopupJobs List
How to use the Jobs list to search work, filter results, review summary cards, complete eligible jobs quickly, and run bulk actions in Work Planner.
Read article: Jobs ListCreating a Job from the Dashboard
A step-by-step guide to creating a job in Work Planner, including what each field does and how it affects planning, worksheets, and accounts.
Read article: Creating a Job from the DashboardSending SMS from jobs
OverviewThis article explains when to use sending sms from jobs, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears as p
Read article: Sending SMS from jobsEmailing jobs
OverviewThis article explains when to use emailing jobs, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears as part of a
Read article: Emailing jobsPrinting job documents
OverviewThis article explains when to use printing job documents, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears as
Read article: Printing job documentsAdding jobs to a worksheet
OverviewThis article explains when to use adding jobs to a worksheet, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears
Read article: Adding jobs to a worksheetTransferring jobs
OverviewThis article explains when to use transferring jobs, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears as part
Read article: Transferring jobsBulk editing jobs
OverviewThis article explains when to use bulk editing jobs, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears as part
Read article: Bulk editing jobsJob images
OverviewThis article explains when to use job images, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears as part of a la
Read article: Job imagesJob worksheet notes
OverviewThis article explains when to use job worksheet notes, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears as par
Read article: Job worksheet notesAdvanced job pricing
OverviewThis article explains when to use advanced job pricing, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears as pa
Read article: Advanced job pricingJob pricing
OverviewThis article explains when to use job pricing, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears as part of a l
Read article: Job pricingJob scheduling
OverviewThis article explains when to use job scheduling, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears as part of
Read article: Job schedulingJob filters
OverviewThis article explains when to use job filters, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears as part of a l
Read article: Job filtersJob details
OverviewThis article explains what users can review and do from job details, including the follow-up actions that branch from the main detail view.When to use thisUse this article when you need a read-first view of the c
Read article: Job detailsEditing a job
OverviewThis article explains how to use editing a job in Work Planner, including the main fields that shape how the jobs record behaves once it is saved.When to use thisUse this article when an existing record needs to
Read article: Editing a jobCreating a job
OverviewThis article explains how to use creating a job in Work Planner, including the main fields that shape how the jobs record behaves once it is saved.When to use thisUse this article when you are adding something ne
Read article: Creating a job