You can edit a job for whatever reason once it has been created on the desktop app. This can be done by searching for the customer/work address and changing the details of a job within their actual profile.
- First, use the search bar to look for the customer/work address with the job you want to edit (or simply search for the job number).
- You will then see a list of customers/work addresses that are related to your search.
- Click on the name of the customer/work address to open their account. In the section labelled 'Ongoing work' click 'View' on the job you wish to edit.
- You can now see all of the details related to that job, including its overview, diary events and parts. In the 'Job overview' section click 'Edit' on the right side.
- You can now change the details of this job by using the text boxes and buttons. Click 'Save' when you are happy with the job details.
If you want to edit an event using the diary, click here.