--- title: "Job record overview" slug: "job-record-overview-1" updated: 2026-03-27T18:43:30Z published: 2026-03-27T18:43:30Z --- > ## 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. # Job record overview ## Overview ## The job record contains all of the relevant information for a job, including the job type, service location, billing information, any timesheets for the job, and much more. ## --- ### #### Who uses this feature - Office employees - Applies to all business types - Applies to all trades ## Use a job record You can use the job record to see the job’s history, enable or disable job notifications, manage appointments, and much more. ![Invoice details for job #65387306, including customer information and scheduled appointment.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/job-record-overview-image-dv808ke8.png) From the job record, you can: - Click the **Job Actions** dropdown to: - Complete Job - Hold All Appointments or Remove Hold - Cancel or Remove Cancellation - Recall - Warranty - Lead - Add an Estimate - Log Task - Purchase Order - Take Survey - Timesheets - Create project ![Job actions menu for plumbing service with contact details for Boise Blue Art Supply.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/job-record-overview-image-a7glagfh.png) - Click the **Copy** icon to copy the job’s name, number, type, location, and link to the job to the clipboard. ![Job details for Air Conditioning service in Boise, including priority and invoice status.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/job-record-overview-image-xcrgygnr.png) - View the *Service Location*, *Bill To*, and *Job Summary* sections to see information about the location and customer. Click **Edit** to update this information. ![Contact information and job summary for Boise Blue Art Supply services.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/job-record-overview-image-vsgk1l0n.png) - Click **Edit** at the top of a job record to edit the job. You can edit the job's tags, BU, skills, priority level, and more. For more on editing jobs, see [Edit job information](/v1/docs/edit-job-information). - View the *Estimate* section to see estimates for the job. You can also click **View Opportunity** to see the opportunity follow-up for the job. ![Job details for replacing electrical fixtures and scheduled estimates for service.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/job-record-overview-image-jd4tcxvq.png) - Click **View Timesheets** to review timesheets for the job. ![Timesheet details for Dan, showing dispatched and working hours with total time.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/job-record-overview-image-il7lz638.png) - Click a technician's name to start a meal, send them a message, call them, or send them job details. > **Note:**When calling a technician from a job record, the call won’t be recorded and cannot be listened to by anyone else on your team. Also, you can only call technicians with a confirmed phone number. ![Scheduled appointment details for Paul Rylee, including date, time, and actions available.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/job-record-overview-image-ep20wdva.png) - Manage appointments on the job by adding appointments, editing or rescheduling appointments, assigning or unassigning technicians, dispatching or canceling a dispatch, arriving a technician on a job, moving a technician to *Done Working*, marking an entire appointment *Done*, and confirming an appointment. ![Appointment details showing date, time, and options for managing the appointment.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/job-record-overview-image-c3sa6cl2.png) If you have more than 3 appointments, you can filter appointments by status: - Scheduled - Dispatched - Working - Done - Hold - Canceled - Unused > **Note**: Only statuses that exist on the job are active. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/job-record-overview-image-5pwp0cc4.png)If you have more than 3 appointments, you can sort appointments from the oldest to the newest. ![Scheduled appointments list showing sorting options and details for each appointment.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/job-record-overview-image-lumrfa89.png) If there are more than 3 appointments, you can jump to a specific date of an appointment for office jobs. ![User interface displaying scheduled appointments with a calendar for November 2022.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/job-record-overview-image-t7edipxl.png) - Select the **Paperclip** icon to add attachments. ![Job details for HVAC installation in Glendale, including service location and contact information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/job-record-overview-image-f733m132.png) - Click the **Download** or **Trash Can** icon while hovering over a photo to download or delete it. ![User interface displaying options to manage photos and videos for selection and editing.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/job-record-overview-image-u1dboqy9.png) - Click the **Selection box** while hovering over a photo or video to select it, after which you can download or delete each selected photo or video. You can also click **Select All** to select all media for the job. ![A gif showing different images and videos being selected.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/job-record-overview-image-twdqlr77.gif) - Click directly on an image or video to expand it. Click the **Arrows** to see the next or previous media. You can also click **Edit** to rename the file. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/job-record-overview-image-8tjy76v2.png) - Click **All**, **Events**, **Calls**, **Notes**, **Files**, and **Email** to view details about the job’s history. > **Note**: When a custom field is updated for a job or project, you can find a record of this in the job’s history or the project’s audit trail. ![Job details for replacing fixtures and GFCI outlets in Irving, Texas.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/job-record-overview-image-ojp38qbk.png) ## Want to learn more? - See the *Manage Jobs*section of the [Jobs and projects](/v1/docs/jobs-and-projects) landing page