1. If you're not already there, head to go.per4mance.io or log into the Per4mance iPhone or Android app.
2. Click on "All Jobs" found on the top right of your dashboard. This can also be accessed via "Jobs" in the three horizontal lines on the top left of the screen.
3. Select the Job you wish to edit.
You can easily find the job by searching for the Job Title, using a Filter on the top left of the screen or scroll until finding it.
4. Scroll down to the "Quick Actions" section and click "Edit".
5. Select from the 3 sections to edit (Basic Info, Financial, Settings).
1️⃣Basic Info: Here you can edit the Job Title, Address, Description, Notes, Start/End Date, Foreman assigned to Job, and Sales Person.
2️⃣Financial: Here is where you can edit the Total Revenue for the Job (Base Amount), Incentive (Job Type), Add Extra Budgets, and Collect the Job if needed.
Issues?
-
Still not able to edit a Job? Something may be wrong. Submit a ticket here or book support meeting.
- Is this article out of date? Submit a ticket to tell us.
Related Articles
- How do I remove hours from an existing Job?
- How do I add a worker to a Job?
- How do I replace the Foreman assigned to a Job?