Jobs

Jobs Display

Overview: The Jobs view lists all your jobs. Click on any row to open the details. You can see controls like adding a job or settings to change the layout.

Add a Job

1. Click the "Add Job" button.
2. A new blank row will appear in the jobs view. This new job can now be used.

Jobs Display Settings

Customize which columns are displayed. These settings are saved on your device.

1. In the jobs view, click the "Customize" button.

2. You will see categories like Vehicle, Owner, and Insured. Click on a category.

3. Toggle columns on or off. Changes are saved automatically.

Resize Columns

Adjust the width of any column to fit your data.

1. Hover over the right edge of a column header until you see a blue resize handle.
2. Click and drag left or right to resize the column.
3. Release the mouse to set the new width.

Column widths are saved automatically and will persist across page refreshes. To reset all column widths to their defaults, open the Customize modal and click Reset Column Widths.

Note: The chat, SMS, and email indicator columns have a fixed width and cannot be resized.

Reorder Columns

Rearrange columns within their group by dragging them.

1. Click and hold the column header label (e.g. "Make", "Year").
2. Drag it over another column header in the same group.
3. Release to drop the column in its new position.

Columns can only be reordered within their group — for example, you can move "Year" before "Make" in the Vehicle group, but you cannot move it into the Insured group.

To reset column order, open the Customize modal and click Reset Column Order.

Reorder Column Groups

Rearrange entire column groups (General, Vehicle, Insured, Owner, Workflow).

1. Click and hold a group header (e.g. "Vehicle", "Insured").
2. Drag it over another group header.
3. Release to drop the group in its new position.

Group order is saved automatically. If all columns in a group are hidden, the group's position is preserved for when columns are re-enabled.

To reset group order, open the Customize modal and click Reset Group Order.

Add Parties to a Job

Overview: A party is anyone associated with a job — insured customer, owner, insurance agent, adjuster, or organizations like rental companies.

• Add Person — Add an individual such as an insurance agent, adjuster, vehicle owner, or insured person.
• Add Organization — Add any company associated with the job.

Create a Communication Method

Overview: There are two data types for contacting a party: an address or other (phone number or email).

1. Click on the Job.
2. Click on Contacts.
3. Find the contact you wish to add a method for.
4. Click on either Add Address or Add Other Communication.

Give Portal Access

Overview: Give insurance or customer users access to view a job on their portal. You can still send emails and sms messages without giving portal access.

1. Select a job and click on Contacts.
2. Find the person you wish to give access to.
3. Find the contact method with the type of "Email" or create one.
4. Verify the type is either agent/adjuster (insurance portal) or owner/insured (customer portal).
5. Make sure the email is valid. They need your verbal or written consent before proceeding.
6. Check the "Confirm Email Consent" checkbox to indicate you have received their consent. The "Invite" button will remain disabled until this is checked.
7. Click "Invite". This generates an email with a username and temporary password.

8. Click on "Customer Portal Access" or "Insurance Portal Access".
9. (Optional) Choose which chat rooms they will have access to for this job.

Notes

Overview: Add internal notes to any job. Notes track who created them and when, and can be edited or deleted.

1. Click on a job.
2. Click on the Notes tab.
3. Type your note in the text area and click "Add Note".
4. Use the Edit or Delete links on any existing note to modify or remove it.

Repair Events

Overview: Track key milestones in the repair process. Events have a type, date, and optional memo.

1. Click on a job.
2. Click on the Repair Events tab.
3. Select an event type from the dropdown, set a date, and optionally add a memo.
4. Click "Add Event".
5. Existing events can be edited or deleted.

To-Do Panel

Overview: The To-Do panel provides company-wide notes that are independent of any specific job. Use it to track reminders, action items, and shared communication visible to all shop users.

Accessing the To-Do Panel

1. On the Jobs page, click the "To-Do" button in the left-side action bar (next to "Add Job" and "Customize").
2. The To-Do panel opens, displaying pinned notes at the top followed by recent notes from the last 30 days.
3. Click the "To-Do" button again to close the panel.

Creating a Note

1. With the To-Do panel open, type your note in the text area (up to 5,000 characters).
2. Click "Add Note" to save. The note appears with your name and the current date.

Editing and Deleting Notes

• You can edit or delete your own notes using the controls on each note.
• Admin users can edit or delete any note regardless of who created it.

Pinning Notes

• Click the pin icon on a note to pin it to the top of the list.
• Pinned notes are always visible regardless of their age or any active date filter.
• Click the pin icon again to unpin.

Filtering by Date Range

• By default, the panel shows pinned notes and non-pinned notes from the last 30 days.
• Use the date range filter (start and end date) to view older notes.
• Click "Clear" to return to the default view.

Each note displays the author name ("Written by [name]") and the creation date. Pinned notes are visually distinguished with a pin icon.