Anatomy of the Job Page - Part 1 (Job Details)

This section describes the different areas of the Job Page and how each part is used when creating, reviewing, and managing a job.

The job page is made up of five main areas:

The job level data

The top portion of the Job Page contains all core information required for charging, scheduling, and job setup.

A: The Primary Customer. 

• Every job must have a Primary Customer for charging
• Internal jobs still require a customer for tracking who the work was done for, even if the job is not charged

Also note: that

• If the customer has a customer note, it will display here
• When creating a job, JobFlow shows a list of the most recent jobs for that customer
• • • This helps you check whether the job has already been entered
    • Once the job is saved, this list no longer appears

B: The secondary customer. 

If charging is split between two customers (e.g., Sharemilker and Owner):

• Select a Secondary Customer
• Enter the percentage they will pay
• JobFlow automatically calculates the Primary Customer’s percentage so the total equals 100%

C: The generic job data. 

Each job must include:

• • Job Type
  • Due Date
  • Size

When a job is created:

• The job status defaults to New

D: The job type specific job details

Depending on the job template selected:

• Additional fields will appear
• These fields allow you to record instructions or details specific to that job type

• The selectable lists are managed in Settings → Job Fields

E: Job Notes

Job Notes appear for all job types.

• Job Notes display on the mobile app
• • • Use these for general job information or operator instructions
• Invoice Notes do not appear on mobile
• • • These notes appear on the customer’s invoice
    • Use this field for any customer‑facing billing notes

F: Job Sites

• If the customer has a default site, it will automatically be added to the job
• You can add multiple sites to a job
• Each site can be assigned a type, such as:
• • • Work Site
    • Source
    • Destination

The comments block

• Any comments added by an operator against any task in the job will appear here
• Admin users can also add comments to appear on mobile
• • • The job must be saved before admin comments are sent
    • Add the comment, then click Save Job