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

Before you record

• A job with one sent proposal, a few tagged photos, an upcoming appointment and active measurements.
• Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.

Shot list

Narration, in order

1. 0. Intro: The job page: header, proposals, photos, appointments and activity

   0:00 · 20s

   Title card, then the first screen of the lesson.

   The job page is where you will spend most of your day. Let us walk every region so nothing on it is a mystery.

2. 1. Read the header

   0:20 · 45s

   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".

   The header is the homeowner at a glance: tap the address for directions, tap the phone to call. Job value fills in once a proposal exists.

   Show before cutting: A "Lost" badge appears only on lost jobs. The ⋯ menu offers "Edit job details", "Mark as lost" / "Reopen job" and "Delete job".

3. 2. Use the stage stepper

   1:05 · 45s

   Below the header, click any stage in the eight-step stepper, for example Inspected.

   The stepper is the board in miniature. Click a stage to move the job; the activity log records it.

   Show before cutting: The job moves there immediately, and "Moved to Inspected" appears in the Activity panel.

4. 3. Proposals tab

   1:50 · 45s

   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".

   Proposals is where the sale happens. Each card shows exactly where the document stands, and warns you if the homeowner is looking at an older version.

   Show before cutting: 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."

5. 4. Photos tab

   2:35 · 45s

   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.

   Photos holds everything the field team captured, tagged so you can filter straight to the damage shots when writing the proposal.

   Show before cutting: 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.

6. 5. Appointments and Roof measurements cards

   3:20 · 45s

   On the right, find the "Appointments" card with "Schedule" and "Open calendar", and the "Roof measurements" card with "Import EagleView / RoofScope" and "Measure manually".

   The right column: upcoming visits, and the roof numbers. Once measurements are active they show here and feed the quote.

   Show before cutting: 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.

7. 6. Activity timeline

   4:05 · 45s

   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".

   Activity is the job's diary. Every send, open, signature and note is here with a timestamp, and homeowner events even tell you the device they used.

   Show before cutting: Customer events include a device summary such as "iPhone · Safari".

8. 7. Recap & next lesson

   4:50 · 15s

   Hold on the finished result, then the end card.

   That is the job page. Next, the phone workflow: capturing photos and roof details on site.