How to Edit a Job in FieldTask

Learn how to update job details from the Scheduling page, Job Details page, All Jobs page, or Mobile App.

FieldTask lets you edit a job in multiple ways. You can edit a job from:

• Scheduling
• Job Details
• All Jobs
• Mobile App

Edit a Job from the Scheduling Page

To edit a job from Scheduling:

• From the left sidebar, go to Scheduling.
• Find the job you want to edit on the calendar.
• Click the Job Card.

• In the right-side panel, click Edit.

The job details will become editable in the side panel.

You can edit:

• Job Name
• Job Description
• Customer — You can also add a new customer.
• Job Number
• Job Location — You can also add a new location.
• Assignee
• Job Edit Type — For recurring jobs, choose whether to edit only this occurrence or this occurrence and future iterations.
• Scheduling Type
• Start Date
• Start Time
• End Date
• End Time
• Theme
• Documents
• Checklists
• Line Items

Once you have made your changes, click Save.

Edit a Job from the Job Details Page

You can access the Job Details page from several places.

Jobs in Map

• Find and click the job marker.
• Click the Redirect icon to open the Job Details page.

Dispatch

• Find and click the job marker.
• Click Job Details.

All Jobs

• From All Jobs, click the Job Name of the job you want to edit.

Regardless of which option you use, you will be taken to the same Job Details page.

• Click Edit.

From here, you can make essentially the same changes available through the Scheduling page.

One additional option is available when editing Assignees: you can use FieldTask's Proximity feature to help with assigning the job.

Once you have finished making changes, save the job.

Edit a Job Directly from All Jobs

You can also access the Edit Job page directly without opening the Job Details page first.

• From All Jobs, find the job you want to edit.
• Under the Actions column, click the three-dot menu.
• Select Edit Job.

You will be taken directly to the job editing page.

Edit a Job from the Mobile App

You can also edit jobs from the FieldTask Mobile App, allowing you to update job information directly from your mobile device.