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Jobs Home Page — Quick Guide

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Written by Blaine Roberts
Updated over a month ago

This page lists every job your team has uploaded. Use the search, filters, and row actions to quickly open a job or export an insurance-ready PDF.

Key areas on the page

Search bar: Find jobs by VIN, RO number, make/model, year, or shop.

Search bar: Find jobs by VIN, RO number, make/model, year, or shop.

Filters: Narrow results by Shop and Tech using the dropdowns.

Upload Report button: Add a new report to the list.

Table: Each row is a job with columns for Shop, RO Number, Actions, Detail, Status, Tech Assigned, Scheduled, and Date Uploaded.

Row actions

• ✏ PencilView job details. Opens the job detail page for the selected row.

• ■■ DownloadInsuranceready PDF. Downloads a formatted PDF for the job.

Status badges

Badges such as PreScan Required help you see what’s needed at a glance. Sort any column

by clicking its header arrow.

Common workflows

Open a job to view details

1 Use the search bar or filters to find the job.

2 Click the Pencil icon in the job’s Actions column.

Download an insurance-ready PDF

1 Locate the job in the list using search/filters as needed.

2 Click the Download icon in the Actions column.

Tips & notes

• “Tech Assigned” shows who owns the job; a dash (–) means unassigned.

• “Scheduled” displays any scheduled date/time for the job.

• “Date Uploaded” is helpful for sorting recent work.

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