Print, Email, and SMS Actions
How the Jobs area handles document printing, email, and SMS for selected jobs, including template selection, previews, recipient checks, and SMS credits.
Read articleJobs help
Help for Jobs in Work Planner.
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Completion Popup
How to complete or miss a job directly from the completion popup, including charging, payment, tips, and calculated date updates.
Read articleAdding a Job to a Worksheet
How to send selected jobs onto an existing worksheet or create a new worksheet from the Jobs list.
Read articleTransfer 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 articleBulk 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 articleWorksheet 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 articleImages and Image Preview Popup
How images work on jobs, including upload limits, previewing larger images, and removing old images from the job record.
Read articleAdvanced 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 articleScheduling a Job
How due dates, specific times, one-off jobs, and recurring schedules work on a job in Work Planner.
Read articleJob Detail View
A guide to the Job detail view, including the details tab, customer tab, transactions, invoices, activity, and transfer warnings.
Read articleEditing 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 articleJobs Filters Popup
How to use the Jobs filters popup to narrow work by status, date, round, service, payment method, and business.
Read articleJobs List
How to use the Jobs list to search work, filter results, review summary cards, and run bulk actions in Work Planner.
Read articleCreating 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.
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