Help & Support · Jobs

Jobs

A job keeps one piece of customer work together. Each job gets a J-number and can hold its status, appointments, notes, profession-specific details and other work records.

← Back to Help & Support

GetOnItEd job detail screen showing job status, customer, customer app access, appointments and payments
The top of a current job record: status, customer actions, customer-app access, visits and bookings, and quotes/payments.
GetOnItEd job detail screen showing profession details, job notes, files, receipts and costs
Further down the same job: profession-specific details, notes, images, video, documents, receipts and job costs.

Create a job manually

  1. Open the customer the work belongs to.
  2. In Jobs & work (the wording can adapt to your profession), tap Add job.
  3. Give the job a short, useful name.
  4. Tap Create job. New jobs start as Open and GetOnItEd allocates the next J-number automatically.
  5. Tap the new job in the customer's work list to open its full record.

Find and open work

  1. Open the customer record.
  2. Use Open for current and paused work, or All to include completed jobs.
  3. Each job card shows its J-number, title and status.
  4. Tap the job to open the full record.

Use Ed with jobs

The current V2 source contains Ed execution routes for creating and opening jobs, changing job status, changing a job title, adding a job note and updating supported profession-specific job details.

If you are already inside a job, Ed receives that job as screen context. If more than one job could match, give Ed the J-number or open the intended job first. Check important changes before confirming them.

These routes are present in the current source, while device-level proof is still marked as pending in the capability tracker. Use the manual route if a voice action does not complete on your installed version.

Change the job status

  1. Open the job.
  2. Choose Open, Pause or Complete.
  3. Wait for the change to save. Completed jobs stop counting as open work but remain available under All.

Ed also has a current execution route for status changes and asks for confirmation before making the change.

Add job details

Open the full job record and use the relevant on-screen section. Available detail sections can vary by profession. Notes can be added from the job screen. Ed has a current route for adding job notes and for supported profession-specific fields, but some individual detail controls remain manual where no Ed route is evidenced.

What happens next

Use the full job record as the home for that piece of work. Appointments, quotes, payments, files and customer access are covered in their own Help guides so each set of steps stays short.

If something goes wrong