--- title: "Edit work order information" slug: "edit-job-information" tags: ["Area - Jobs, Appts, Projects", "Type - Commercial", "Type - Residential", "Focus - Construction", "Focus - Service Replacement", "Role - Admin", "Role - CSR Dispatch"] updated: 2026-11-04T21:57:41Z published: 2026-11-04T21:57:41Z canonical: "help.servicetitan.com/edit-job-information" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Edit work order information ## ## Overview If the CSR or dispatcher didn't capture all the relevant information when creating the work order, or additional information about the work order came to light after the work order was created, you can add that information to the work order by editing it. ## --- ### #### Who uses this feature - Office Employees - Applies to all business types - Applies to all trades ## Things to know - If you are editing a work order to convert it into a lead, but the work order doesn't show up when you search for it, it's likely that the work order has already been used as the recall on another work order. - When you update a work order’s business unit, it will automatically update the business unit for every PO attached to that work order. - If the work order's invoice is in a **Posted** status, you must first unpost the Batch as it has to return the invoice to a **Pending** status before you can edit the bill-to customer on the work order. - If the work order's invoice is in an **Exported** status, you can’t edit the bill-to customer on the work order. ## Use cases - A customer calls in with a small issue that has escalated to a bigger problem. In this case, you want to change the priority level of the work order. - The work order is a lead but was accidentally created from the *Work Order Booking* screen. In this case, you can check the box to convert it into a lead. - After the work order was created, the customer called back, having remembered that the person who will be answering the door for the work order is a visiting friend and wanting to let you know that it was okay for the guest to do so. This is good information for the technician and should be added to the work order summary or notes. - A customer with multiple service locations on their account accidentally had the work order created for the wrong location. You can change the location of the work order for a customer with multiple locations. ## Edit work order information 1. Open the work order and click **Edit**. ![Work order actions menu with edit button highlighted above invoice and signature status details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Screenshot 2026-11-04 at 4.47.27 PM.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A22Z&se=2026-11-09T12%3A08%3A22Z&sr=c&sp=r&sig=K%2BEPcw90AWenpVSzwiXRKtZiPNYtuAi2%2F4%2Bt8frB3Qc%3D) 2. On the *Edit* *Work Order* screen that opens, make your changes. ![Edit Work Order form showing highlighted Potential Member tag and customer purchase order number 123000546.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Screenshot 2026-11-04 at 4.52.08 PM.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A22Z&se=2026-11-09T12%3A08%3A22Z&sr=c&sp=r&sig=K%2BEPcw90AWenpVSzwiXRKtZiPNYtuAi2%2F4%2Bt8frB3Qc%3D) 3. When finished, click **Save** at the bottom of the screen. ![Work order form showing HVAC service summary and a hand cursor pressing the Save button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Screenshot 2026-11-04 at 4.53.11 PM.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A22Z&se=2026-11-09T12%3A08%3A22Z&sr=c&sp=r&sig=K%2BEPcw90AWenpVSzwiXRKtZiPNYtuAi2%2F4%2Bt8frB3Qc%3D) ## ## FAQ --- ### #### Can you add notes for a technician on an appointment? Not at the appointment level, no. We recommend using the **Add Summary** option in the work order record. All technicians assigned to appointments on the work order can see the summary. #### Can I add different work order summaries for different appointments on a work order? While a work order can only have one summary, you can use the **Special Instructions** field when editing each appointment. Technicians can see special instructions in the mobile app. ## Want to learn more? - See [Reschedule a work order](/commercial/docs/reschedule-a-job-1) - See [Cancel a work order](/commercial/docs/cancel-a-job) A batch, or invoice batch, is a set of invoices that have been audited and are ready to post. You will use the Invoice screen in ServiceTitan to create invoice batches. On the Invoice screen, you'll have access to unbatched and batched invoices. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)