Editing 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.
Editing a job uses the same tabbed popup layout as creation, but once a job already exists a few important differences appear. The live work is now split across Customer, Essential, Pricing, Scheduling, Images, and Notes, so you can jump straight to the part you need without scrolling through one long form.
Opening the Job Popup
- From Jobs List: Open the job and choose Edit, or use the row action your setup provides.
- From Job Detail View: The detail screen gives you the quickest route when you are already reviewing the record and want to change something.
- Transferred jobs: A transferred job cannot be edited. Work Planner shows this as a warning because the live record now belongs to another business.
What Stays the Same
Customer and address handling still live together on the Customer tab. Reference, status, service, round, and the operational flags stay on Essential. Payment method and price setup stay on Pricing. Due date, due time, duration, people, team-member source, equipment, and recurrence rules stay on Scheduling. If you need field-by-field help for those tabs, the create guide is still the best place to start.
What Changes in Edit Mode
- Balance: On the Pricing tab, the popup shows the live balance instead of the opening-balance fields. Opening balance is only for bringing a customer into Work Planner with a starting debt or credit.
- Price rise notice: If the job has a price rise waiting, the Pricing tab says when it starts and what the new price will be. Change the price or alternate price and the notice becomes a warning, because a rise is skipped on its date when the price no longer matches what it was set up against.
- Existing images: The Images tab shows the current images as thumbnails. You can preview them or delete them one by one before adding new ones.
- More Actions: Edit mode adds an actions menu in the popup header for job-specific follow-up actions.
- Notes tab: The free-form notes timeline appears once the job has been saved at least once, because Work Planner needs a real job record before it can attach notes to it.
Good Reasons to Reopen a Job
- Correcting the live address: Useful when the work has moved off the customer's normal address or needs to switch back onto it.
- Updating pricing: Change the normal price, move onto alternate or first-visit pricing, or switch a job onto hourly-per-person charging.
- Changing scheduling: Rework the due date and repeat rule if the job has slipped or the customer wants a new pattern. Unlike on a new job, the due date can stay before today, so overdue work keeps the date it was missed on.
- Adding team context: Update worksheet notes, images, and follow-on notes so the next visit has the right instructions.
- Changing status: Suspend, cancel, or complete a record when the job itself has changed, not just the next visit.
Things to Watch
- Customer changes: Repointing a job to another customer is a bigger decision than fixing a typo. It changes who owns the work, how addresses fall back, and where accounts activity will belong later.
- Schedule changes: If you clear the due date or turn scheduling off, Work Planner clears the repeating rule that depends on it.
- Hourly pricing: If you switch onto Hourly Per Person, the duration and people fields stop being optional because the total relies on them.
Related articles
- Creating a Job from the Dashboard: Full field-by-field guidance for the base form.
- Job Detail View: Useful when you want to review history before editing.
- Increase Prices Popup: Put prices up for many jobs at once from a date, instead of editing each one.
- Images and Image Preview Popup: Covers image management in more detail.
- Worksheet Notes and Follow-On Notes: Explains the notes areas that matter after the first save.
- Equipment on Jobs and Worksheets: Useful when you need to add or change the equipment that travels with the job.