Forum Discussion

PestFreeCanada's avatar
PestFreeCanada
Contributor 4
7 days ago

Editing a job from the schedule section?

Maybe I am missing a button somewhere but...

Is there a way to edit a job (add a product or service, change unit prices) from the schedule menu? A client calls before I am at the job and wants to add a certain service to the job booking, so I click on the job from the schedule menu and all I can change is the quantity, service date/time or Job Title. Even when I click Edit or View Details I still can't change any of that information. 

Does anyone have a work around rather than having to click out of the schedule and go into the Jobs section?

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1 Reply

  • krista's avatar
    krista
    Jobber Support Team
    2 days ago

    You should be able to edit line items directly from the Schedule view.

    If you click into the visit from the Schedule and select Edit, you can add a new line item or update existing ones already attached to that visit. From there, you can adjust services, products, and pricing as needed.

    If you are using the app, tapping the visit from the Schedule should open the full visit screen where those details are editable as well.

    If that is not what you are seeing, I would recommend reaching out to Support so they can take a closer look at your specific workflow and make sure everything is functioning properly. Please reach out to our Support team at 1-888-721-1115 option 1 so we can troubleshoot with you.