Edit a job's details

Keep a job matching the real work: rename it, move its dates, change the site address, or record how far along it is. Every change is kept in the job’s history with who made it and when.

Who can do this

Owners. Staff whose Team has Create/edit own jobs can edit the jobs they created; Edit others’ jobs lets them edit everyone else’s. Without the right, Edit job isn’t shown.

1. Open the job — Go to Jobs and open the job.
2. Open the dialog — Press Edit job.
3. Change the details — Edit Job name, Site address, Status, Start date, End date and Notes. Open Advanced (retention) to change Retention %.
4. Set budget and progress — Under Budget and progress, enter a Cost budget (what you expect the job to cost; leave it blank if you don’t budget it) and Percent complete (your estimate of how much of the work is done).
5. Save — Press Save. A toast says “Job updated”.

The Edit job dialog with the job name, site address, status, dates, notes, retention and the Budget and progress fields

What you can’t change here

• The contract value. For a job started from a quote it’s the quote’s total. It changes only when you apply an accepted variation order.
• The job number. It’s permanent once given.

Rules when you save

• Job name is required (“Job name is required.”).
• The end date can’t be before the start date. If it is, an error shows and nothing is saved.
• Cost budget must be zero or more (“Enter a budget of zero or more.”).
• Percent complete must be from 0 to 100 (“Enter a percentage from 0 to 100.”).

Tip

A change to Retention % applies to progress invoices you raise afterwards. Invoices already raised from a milestone keep the retention worked out when they were created.

Related

• Setting the job to Completed or Cancelled: see Change a job’s status or close it.
• How the budget and percent complete are used: see Set a cost budget and track billing progress.
• Applying an accepted variation order doesn’t change the budget. Edit it yourself if the extra work costs more.