ESS Admin

Job Detail

Purpose

The job detail view mirrors everything the operations team needs for a single job: who the customer is, what the crew is doing, how far the work has progressed, and whether finance can invoice. It matches /app/jobs/{id} in ESS Admin so the office, field leads, and the assistant follow the same steps.

Header snapshot

  • Status badge: Shows Created, In progress, or Finalized. A Pending revision badge appears if a change order is still in draft or awaiting approval.
  • Primary info: Job title, job number, assigned team (or "Unassigned"), and created/updated timestamps.
  • Quick buttons:
    • Edit job – adjust title, description, planned window, team, or site address while the job is not finalized.
    • Open schedule – jump to the schedule board filtered to this job.
    • View quote – review or action revisions/variations on the source quote.
    • Final invoice draft buttons – appear when a draft exists or when the system can create one immediately after finalisation.
  • Status changes (Created/In Progress/Finalized) still happen from the Jobs list action menu.

Tabs overview

Overview

  • Client card: Company, contact, email, phone, site address, and whether the job is finalized.
  • Schedule card: Planned window plus up to five upcoming/most recent entries, each with team, status badge (Tentative, Confirmed, Completed, Cancelled), and start/end times. A link opens the full schedule board.
  • Finalisation notes: Displays the wrap-up notes captured when the job was finalized.
  • Revisions & variations: Table of quote revisions (number, status, created date, notes) and a variations panel that points you back to the quote when a variation is active.
  • Job timeline: Chronological feed of major events (status changes, schedule updates, attachments, claim actions, etc.).

Financials

  • Contract, claimed, outstanding, and paid totals shown as cards.
  • “Progress vs contract” bar visualises how much has been claimed.
  • Progress claim form preview toggles between “To date” and “Next claim” so finance can see what will go on the next progress invoice.
  • Invoice timeline lists invoices, credit notes, or adjustments tied to the job.

Labour Hours

  • Compares actual hours and labour cost (from timesheets) against the quote allowance.
  • Shows technician count, admin adjustments, and number of pay periods involved.
  • Charts break down hours by technician; the table links to the weekly review screen or time insights if you need deeper analysis.

Post-completion

  • Highlights callback visits logged after the job was marked complete: total hours, labour cost, visit count, and the most recent attendance.
  • Breaks down visit reasons so you can spot recurring issues, plus an hour/cost summary for each reason.
  • Includes a detailed visit log listing date, technician, hours, labour cost, captured reason, and when the visit was linked back to the job.

Progress

  • Interactive allocations table (the same experience covered in Job progress & claims).
  • Toggle to adjust all allocations together, sliders for line-by-line updates, Retainage inputs where applicable, and Save/Reset buttons.
  • “Invoiced to date” vs “Next claim target” summaries help you see what will flow into the next progress claim.

Activity

  • Timestamped log of everything that’s happened: status changes, schedule entries, instructions updates, attachment uploads, invoice hand-offs, etc. Use it to answer “who changed what and when.”

Attachments

  • Upload multiple files at once, download with expiring links, or delete if something was added by mistake. The table shows name, file type, size, uploader, and upload time.

Crew brief

  • Edit the crew summary and additional notes (2000 character limits with live counters).
  • Displays the source (“Quote” or “Manual”) and when instructions were last generated.
  • Work items table mirrors the scope lines the crew will see in the field.

Finalising & reopening

  • Finalize jobs from the Jobs list. The system blocks finalisation until all schedule entries are Completed or Cancelled.
  • Finalized jobs lock edits on the job detail page (schedule, instructions, progress, attachments). To reopen, switch status back to In Progress from the Jobs list.

Troubleshooting

  • Schedule looks empty: Check the date range on the schedule card or open the full board; the job detail only shows the five most relevant entries.
  • Crew brief won’t save: Ensure the job isn’t finalized. The Save button also requires at least one character in the summary.
  • Progress tab says “No allocations”: The quote did not send granular allocations. Raise a variation or adjust the quote if you need more detail.
  • Finance tab missing data: Progress claims only populate once you’ve saved progress and generated invoices. Use the Progress tab first, then build the invoice.
  • Need older history: Scroll the Job timeline or Activity tab—the audit trail keeps earlier events even after finalisation.

On this page

PurposeHeader snapshotTabs overviewOverviewFinancialsLabour HoursPost-completionProgressActivityAttachmentsCrew briefFinalising & reopeningTroubleshootingRelated Guides