The job page: header, proposals, photos, appointments and activity

Learn every region of the job page: the header actions and stage stepper, the Proposals and Photos tabs, the Appointments and Roof measurements cards, and the activity timeline.

Beginner 10 minOwner / manager, Office & admin staff, Sales rep / estimator, Field crew· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

GuideGuide Video scriptScript Test checklistChecklist

Tick each line only when the screen shows exactly what is described. Anything else is a finding: note the step number, what you saw, and the browser you used.

Screens covered: /projects/[projectId] · Guide last checked 2026-10-03

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Preconditions

A job with one sent proposal, a few tagged photos, an upcoming appointment and active measurements.

Steps

1. Read the headerDo: Open any job from the board. Find the "‹ Board" link, the customer name as the title (job name underneath if different), the address (opens Google Maps), phone and email links, "Lead source", "Job value" or "Not quoted yet", and the buttons "Add photos" and "Measurements".Expect: A "Lost" badge appears only on lost jobs. The ⋯ menu offers "Edit job details", "Mark as lost" / "Reopen job" and "Delete job".Actual:
2. Use the stage stepperDo: Below the header, click any stage in the eight-step stepper, for example Inspected.Expect: The job moves there immediately, and "Moved to Inspected" appears in the Activity panel.Actual:
3. Proposals tabDo: In the Proposals tab, read the proposal card: image, name, status line ("Sent <date> · 1/2 signed · Next: <name>" or "Signed <date>") and the buttons. Unsigned cards offer "Open for editing", "View report" and a ⋯ menu (Duplicate, Delete). Signed cards offer "View report", "Create order" and "Create invoice".Expect: Warning lines may appear: "Draft changed. Republish to update the customer view.", "Measurements changed. Refresh quote lines before sharing." or "N calculated lines still need measurement values."Actual:
4. Photos tabDo: Click the Photos tab. Use "Upload photos" to add images from your computer, click a photo to open the viewer, set a tag and a caption, or delete it.Expect: The header counts "N photos from the job site". Filter chips show "All" and each tag in use. Uploading here also moves a New lead job to Inspected. Tags: Overview, Damage, Shingles, Flashing, Gutters, Vents, Attic, Interior / leak, Before, After, Other.Actual:
5. Appointments and Roof measurements cardsDo: On the right, find the "Appointments" card with "Schedule" and "Open calendar", and the "Roof measurements" card with "Import EagleView / RoofScope" and "Measure manually".Expect: Without measurements the card reads "No measurements yet. Import an EagleView or RoofScope report...". With an active snapshot it lists Pitch, Roof area, Squares, Ridges, Hips, Valleys, Eaves, Rakes and Waste.Actual:
6. Activity timelineDo: Scroll the Activity panel. Read the entries, from "Job created" to "Moved to <Stage>", notes, photos added, "Proposal sent", "Homeowner opened the proposal", "Proposal signed", "Material order created" and "Invoice created".Expect: Customer events include a device summary such as "iPhone · Safari".Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

Related lessons

Capture photos and roof details on your phone

Use the Add photos screen on a phone to shoot or pick photos, tag them, record roof type, pitch and tear-off layers, add notes, and save so the job moves to Inspected.

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Notes and the activity timeline

Add call notes, read the automatic timeline entries, and understand the device info attached to homeowner events.

Jobs & customersBeginner4 min

Schedule an inspection, estimate or install

Book a visit from the calendar or the job page, assign it, set location and notes, send the homeowner a confirmation and reminder, and edit, complete or cancel it later.

Calendar & homeowner messagingBeginner7 min

Create a proposal from a job

Create a proposal with the default layout or pick another, understand the default name and prefilled signer, duplicate a proposal and delete one.

Proposals & quotesBeginner5 min

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