Job Info

The Job Info tab provides a centralized view of all field-service activities associated with the selected account. Instead of navigating through multiple modules such as Service Plans, Estimates, or Jobs, users can access all relevant service information directly from the account record. This helps teams gain a full understanding of the account’s service history, current commitments, and upcoming tasks briefly.

Key Sections

• Service Plans List This section displays all active and past service plans associated with the account. Is helps users understand the customer’s service entitlements and upcoming planned activities.

• Estimates List This section provides visibility into all estimates created for the account. Allows users to track pending or approved work proposals and follow up with customers on open estimates.

• Jobs List This area shows all job records associated with the account, both past and ongoing. Provides a complete job history for the account, enabling faster troubleshooting, better customer communication, and improved scheduling.