Ridgeway Heating (Demo)
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Combi boiler replacement — Vaillant ecoTEC plus 832 · Alison Petrie

Job details
The job number and the customer are fixed — quotes and invoices already raised cite both. Everything else can be changed, and a new title shows against those documents from the next time they are listed.

Job

Alison Petrie

Set when the job was raised and fixed from then on — quotes and invoices already issued are addressed through it.

A job moves through its statuses in order. Only the moves this job can make from Complete are listed.

Site

Where the work happens, which is often not the customer's own address. Leave it empty if they are the same.

Schedule

When the work is booked in. A job cannot be moved to Scheduled without a start date, and an end date needs a start to hang off — leave the end empty if you have not committed to a finish.

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Who is on this job
Anybody ticked here sees this job on their own list, with the customer and the site address. Somebody with the Engineer role sees nothing else in the system — not the job list, not other customers, not quotes or invoices.
People on this job