---
title: "Edit job information"
slug: "edit-job-information"
updated: 2026-10-15T00:52:46Z
published: 2026-10-15T00:52:46Z
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 job information

## 

## Overview

If the CSR or dispatcher didn't capture all the relevant information when booking the job, or additional information about the job came to light after the job was booked, you can add that information to the job 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 job to convert it into a lead, but the job doesn't show up when you search for it, it's likely that the job has already been used as the recall on another job.
- When you update a job’s business unit, it will automatically update the business unit for every PO attached to that job.
- If the job'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 job.
- If the job's invoice is in an **Exported** status, you can’t edit the bill-to customer on the job.

## 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 job.
- The job is a lead but was accidentally booked from the *Call Booking* screen. In this case, you can check the box to convert it into a lead.
- After the job was booked, the customer called back, having remembered that the person who will be answering the door for the job 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 job summary or notes.
- A customer with multiple service locations on their account accidentally had the job booked for the wrong location. You can change the location of the job for a customer with multiple locations.

## Edit job information

1. From the job screen, click the **pencil** to edit the job information.
2. When are you done making changes, click **Save**. ![User interface showing pending invoice and required signature with job actions option.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-job-information-image-nogf8m7t.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A08Z&se=2026-10-31T00%3A47%3A08Z&sr=c&sp=r&sig=%2FIQwTj54CM4InexLi60nZywgxflneegAbJr%2Fyy%2BH2C0%3D)
3. From the *Edit Job* page, edit or add any information associated with the job.
4. When are you done making changes, click **Save.**

## 

## FAQ

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### 

#### 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 job record. All technicians assigned to appointments on the job can see the summary.

#### Can I add different job summaries for different appointments on a job?

While a job 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 job](/construction/docs/reschedule-a-job)
- See [Cancel a job](/construction/docs/cancel-a-job)
- See [Jobs and Projects](/construction/docs/jobs-and-projects-home)

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)