Missed 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 articleJobs help
Help for Jobs in Work Planner.
Articles
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 articleCompletion 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 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, text messages, 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 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.
Read articleSending 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 articleEmailing 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 articlePrinting 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 articleAdding 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 articleTransferring 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 articleBulk 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 articleJob 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 articleJob 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 articleAdvanced 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 articleJob 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 articleJob 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 articleJob 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 articleJob 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 articleEditing 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 articleCreating 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 articleJobs list
OverviewThis article explains how to use jobs list in the jobs area of Work Planner and what users should look for when moving into the next step of the workflow.When to use thisUse this article when you need to find, re
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