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WorkJobs2 min read

Editing 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

Work Planner Documentation11 April 2026

Overview

This 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 this

Use this article when an existing record needs to be updated and you want to understand which settings are safe to change and which ones affect downstream work.

How it fits into the flow

Editing a job sits within Work / Jobs. It is designed to work alongside related articles such as Adding jobs to a worksheet, Advanced job pricing, Bulk editing jobs, so users can move through the workflow without relying on one giant reference page.

Main actions

  • Work through the form from top to bottom and check the values that affect downstream scheduling, pricing, or communication.
  • Review any required fields before saving so the record is created or updated cleanly.
  • Use the surrounding actions to return to the list or continue the workflow once the form is saved.
  • Common on-screen actions include More Actions, Use Customer Address, Job Address, Find Address, No Schedule.

Important fields

  • Customer: Look for input such as “Select customer”.
  • Address Line 1: Look for input such as “Street address”.
  • Address Line 2: Look for input such as “Apartment, suite, etc.”.
  • Town: Look for input such as “Town/City”.
  • County: Look for input such as “County/State”.
  • Postcode: Look for input such as “Postcode/ZIP”.
  • Service: Look for input such as “Select service”.
  • Important: Turn this option on only when it applies to the current workflow.
  • Reminder Required: Turn this option on only when it applies to the current workflow.
  • Invoice Required: Turn this option on only when it applies to the current workflow.
  • Show advanced pricing options: Turn this option on only when it applies to the current workflow.
  • VAT Rate: Look for input such as “Select VAT Rate”.

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