Job Details & Invoices

Navigate to a job's complete details:

Navigation Options: 1. Jobs page > Click any job card 2. Direct URL if bookmarked 3. From client's quote history 4. From notifications

• Header with status and actions
• Client information card
• Work items/line items
• Payment schedule
• Project photos
• Invoice history
• Change orders (if any)
• Customer review section

• Fixed header with actions
• Content sections below
• Sidebar on desktop (responsive)

The job header contains key information and action buttons:

• Project title (large text)
• Client name
• Job amount
• Status badge
• Payment badge

Primary Action Buttons:

• Appears when status is "Not Started"
• Click to change status to "In Progress"
• Confirmation dialog appears
• Records start date

• Appears when status is "In Progress"
• Opens completion confirmation
• Changes status to "Completed"
• Records completion date

• Cancel Job
• Reset Status
• View Original Quote
• Download Invoice
• Copy Quote Link

A dedicated card shows all client details:

• Name: Client's full name
• Email: Click to send email (mailto: link)
• Phone: Click to call (tel: link on mobile)
• Address: Project location (click for map)

• Email icon: Opens email client
• Phone icon: Initiates call
• Map icon: Opens location in maps
• Copy icon: Copy info to clipboard

• Top-right on desktop
• Below header on mobile
• Always accessible

• Send email
• Make phone call
• Get directions
• Copy contact info

View all line items from the original quote:

• Description
• Quantity
• Unit (sq ft, hours, each, etc.)
• Unit price
• Line total

• Materials
• Labor
• Custom items

• Subtotal (before tax)
• Tax amount (if applicable)
• Total amount

Example Display: `` Description Qty Unit Price Total Install tile floor 200 sq ft $8.50 $1,700.00 Labor - Installation 12 hours $75.00 $900.00 Grout and sealant 1 lot $150.00 $150.00 Subtotal: $2,750.00 Tax (8%): $220.00 Total: $2,970.00 ``

• AI badge: AI-generated items
• Manual badge: Manually added
• Modified badge: Edited items

View and manage the payment schedule:

• Milestone name (Deposit, Final, etc.)
• Amount for that payment
• Due date (if set)
• Status (Pending/Paid)

• Paid (green checkmark): Payment received
• Pending (gray): Not yet paid
• Overdue (red): Past due date

• View payment details
• Record manual payment
• Send payment reminder
• Generate invoice for milestone

• Click to see transaction details
• View payment method used
• See payment date
• Access receipt

Manage scope changes after the job starts:

• Additional work requested after signing
• Changes to original scope
• Price adjustments
• Documented modifications

• Description of change
• Amount (positive or negative)
• Date created
• Status (Pending/Approved/Completed)

Creating Change Orders: 1. Click "Add Change Order" button 2. Describe the change 3. Enter amount adjustment 4. Save change order 5. Client can approve (if required)

• Adds to total job value
• Creates separate line items
• Can be invoiced separately
• Maintains audit trail

Example Change Order: `` Change Order #1 Description: Add backsplash tile to original scope Amount: +$850.00 Status: Approved Date: Jan 20, 2026 ``

• Document all scope changes
• Get client approval before work
• Include in final invoice
• Keep detailed descriptions

Request and manage customer reviews:

• "Request Review" on completed jobs
• Sends email to client
• One-click process

Request Process: 1. Click "Request Review" 2. Confirm email will be sent 3. Client receives review link 4. They rate and leave feedback 5. Review appears on your profile

• Star rating (1-5)
• Review text/comment
• Date of review
• Reply option (if available)

• Copy Link: Copy review request link
• Resend: Send reminder email
• View on Profile: See public display

• "No review yet" message
• Request Review button prominent
• Suggestion to request after completion

• Request while job is fresh
• Wait until client is satisfied
• Timing affects response rate
• Follow up if no response

Manage project photos:

• Grid of uploaded photos
• Thumbnails with click-to-enlarge
• Before/After labels if set
• Featured photo indicator

• Add Photos: Upload new photos
• Toggle Featured: Star icon
• Delete: Remove photos
• Reorder: Drag to rearrange

• Before photos (job site before work)
• After photos (completed work)
• Progress photos (during work)
• Detail shots

• Click thumbnail to enlarge
• Lightbox with navigation
• Swipe between photos
• Close with X or click outside

• Original quote photos
• Photos uploaded during job
• Client-submitted photos
• Progress documentation

Upload photos to document the job:

• Click "Add Photos" button
• Modal overlay appears
• Upload interface shown

• Click to browse files
• Drag and drop files
• Take photo (mobile)
• Select multiple at once

• Formats: JPG, PNG
• Max size: 10MB per photo
• Recommended: 1000+ pixels wide
• Clear, well-lit images

Upload Process: 1. Select or drop photos 2. Photos begin uploading 3. Progress bar shows status 4. Preview appears when complete 5. Add labels (optional) 6. Click Done to finish

• Before/After toggle
• Description field
• Featured toggle
• Applied per-photo

• Photos appear in gallery
• Can reorder/edit
• Visible on job page
• Used in invoices (optional)

Update status as work progresses:

• Not Started
• In Progress
• Completed
• Cancelled

Changing Status: 1. Find status dropdown or button 2. Click current status 3. Select new status 4. Confirmation dialog appears 5. Confirm to update

Confirmation Dialogs:

• "Start this job?"
• Records start date
• Changes to In Progress

• "Mark as Completed?"
• Checklist of items
• Optional notes field
• Records completion date

• "Cancel this job?"
• Reason required
• Warning about impact
• Records cancellation

• View when status changed
• See who made changes
• Track job timeline

Special confirmation modals for significant actions:

• Title: "Reset Job Status?"
• Warning: Explains what changes
• New status selector
• Reason field (optional)
• Cancel and Confirm buttons

• Marked complete too early
• Status incorrectly set
• Need to revert changes

• Title: "Cancel This Job?"
• Strong warning message
• Reason required (dropdown + text)
• Cancel and Confirm buttons

• Client requested
• Unable to proceed
• Scope changed
• Other (with explanation)

• Status changes to Cancelled
• Reason recorded
• Does NOT refund payments
• Job remains in records

• Confirm with client first
• Document the reason
• Handle refunds separately
• Keep for records

See payment status at a glance:

• Total Amount: Full job value
• Amount Paid: What client has paid
• Amount Due: Remaining balance

• Date received
• Amount
• Payment method
• Transaction ID (if online)

• Online (QuotrPro): Automatically tracked
• Manual: You record offline payments

Recording Manual Payments: 1. Click "Record Payment" 2. Enter amount 3. Select payment method 4. Add notes (optional) 5. Save payment

• Credit/Debit Card
• ACH/Bank Transfer
• Check
• Cash
• PayPal, Venmo, etc.

• Unpaid: Gray/Red
• Partial: Orange
• Paid: Green checkmark

Create professional PDF invoices:

• "Generate Invoice" or invoice icon
• Located in header or actions menu
• One-click generation

Invoice Generation: 1. Click "Generate Invoice" 2. System creates PDF 3. Download dialog appears 4. Save or open PDF

• Your business info and logo
• Client name and address
• Invoice number (auto-generated)
• Invoice date
• Itemized line items with prices
• Payment terms and schedule
• Amount due
• Payment instructions

• PDF download (recommended)
• Print directly
• Email to client
• Save to files

• Invoice-[number]-[client]-[date].pdf
• Example: Invoice-001-JohnSmith-2026-01-17.pdf

• Uses your profile branding
• Your logo appears
• Business name and address
• Contact information

• Full invoice (entire job)
• Milestone invoice (single payment)
• Final invoice (remaining balance)

View the complete history of the job:

• Quote created
• Quote sent
• Quote viewed
• Quote signed
• Job started
• Status changes
• Payments received
• Job completed

• Date and time
• Event type
• Details/notes
• Who took action

Example Timeline: `` Jan 10, 2026 - Quote created Jan 11, 2026 - Quote sent to client Jan 12, 2026 - Client viewed quote Jan 13, 2026 - Quote signed Jan 15, 2026 - Work started Jan 15, 2026 - Deposit received ($1,485.00) Jan 25, 2026 - Job completed Jan 25, 2026 - Final payment received ($1,485.00) ``

• Complete audit trail
• Dispute resolution
• Understanding sales cycle
• Record keeping

• Scroll to bottom of job page
• Or click "View History" link
• Expands/collapses for space