Open a job to see its header and a row of tabs. The job opens on the Triage tab by default.
The job header
The header shows the job title, the job number (Job # followed by the number, click to copy), the status, and fields such as Appointment date, Name, Phone (tap to call) and Location (opens a map). Use Back to return to the list.
The tabs
Tab | What it shows |
Triage | Asset Information, Symptoms & Work Description, the AI-Generated Service Plan, its Sources and suggested Parts. |
Unit History | Coverage, registration and claim history for the unit. Only appears for eligible jobs. |
Checklist | Checklists you can tick off. Inner tabs: Team, Maintenance, and Triage. |
Customer Details | Phone and address, plus a Job history list of the customer's previous jobs. |
Pricing | The calculated price for the job. Needs a triaged job. Owners, Service Managers and Technicians all see this tab. |
AI Assistant | A chat with Iven that already knows this job. |
Activity | A timeline of what happened on the job. Owners only. Service Managers and Technicians don't see this tab. |
Good to know
The Unit History tab only shows when your team has Unit History turned on, the job has a serial number, and the brand is Sub-Zero, Wolf or Cove. Otherwise the tab is simply not there.
The Triage inner tab under Checklist only appears when the AI generated checklist items.
An owner can hide customer phone numbers and emails from technicians in Settings > Privacy. If you're a technician and contact details are missing, ask your owner.
If a job can't be found you'll see Job not found with a Back to jobs button. The link may be wrong or the job may have been removed.
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