Manage a job and its related records

View a job’s details, manage related records, and post notes in the Cinderblock mobile app.

Open a job

1. Select Jobs.
2. Select the job.

The job’s number, date, status, and name appear at the top, along with its customer, job address, description, assigned users, and tags. To find a specific job, see Find and filter jobs.

View a job’s related records

Each type of related record has a count on the job: appointments, tasks, files, forms, estimates, invoices, and purchase orders.

1. Open the job.
2. Select Appointments, Tasks, Files, Forms, Estimates, Invoices, or Purchase orders.

Tasks are grouped into To do and Completed.

Add a record to a job

There are two ways to add a record to a job.

From a related list: Open the list on the job, then select:

To add	Select
An appointment	New appointment
A task	New task
A file	Add file
A form	Add form
An estimate	New estimate
An invoice	New invoice
A purchase order	New PO

From the Create menu: Select Create on the job and choose Appointment, Task, Form, Estimate, Invoice, or PO.

The new record is linked to the job. When you create related records:

• An appointment uses the job’s customer and address.
• A form is added from one of your existing form templates.
• A purchase order is for a vendor, not the job’s customer.

For details, see Create and edit an estimate and Create and edit a purchase order.

Open the job’s customer

1. On the job, select the customer to see their details.
2. Select View customer to open the customer’s profile.

Add a note to a job

1. Open the job’s notes.
2. Select New note.
3. Enter your note and select Post.

Related articles

• Create and edit a job
• Find and filter jobs
• Job statuses