Job Name
Note: These features are in Beta and are not yet available to all accounts.
When you create a Job, you can add a Job Name to describe the Job further. The Job Name will display on the Job Details page on web and mobile, on the Schedule, and is also an available column in the Jobs list view.
The Job Name is for internal use and is not displayed on the invoice or pushed to QuickBooks.
By default, Jobs appear as "Job for (customer name)".
Click on the name field on the Job page to add a Job Name.
Once a Job Name is added, it will be displayed on the schedule.
Include Job Name as a column in the Job list view to view it with other details.
Summary of Work
Note: These features are in Beta and are not yet available to all accounts.
If you want to summarize the details of a Job, either for your employees in the field or your customers, the Summary of Work field can be used on web or mobile
Simply open a job and click into the Summary of Work field under the Action Bar at the top of the page, and begin adding details.
This field can be included on the Invoice by checking the Summary of work setting from the Invoice page. This setting is checked by default.
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