How to view Job Details from Schedule Board (Map View)

How to go quickly to the Job Details Page to edit notes or other information about a specific job

Step-by-Step: How to View Job Details from the Schedule Board

1. Open the Schedule Board

   • Start from the Schedule Board screen where all jobs and routes are displayed.

2. Access Job Details Using the Dots Menu

   • Find the job you want to view.

   • Click on the three dots (options menu) next to the job.

   • Right-click on the job number and select “Go to Job.”

   • This opens the job file, where you can edit details if needed.

3. Access Job Details by Double-Clicking

   • Another option is to go directly through the assigned route.

   • Locate the job on the route list.

   • Double-click on the job to open its file.

4. Update Service Details in the Job File

   • Once inside the job file, you can:

     • View the full customer profile.

     • Update or edit service details (e.g., schedule, notes, assignments).

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✅ Key Tip: Both methods (dots menu → Go to Job or double-clicking a job in the route) lead to the same job file, so use whichever is faster for your workflow.