Viewing your timeline page and editing data
What’s next: progress the job / change the job status
Key statuses: view and edit key items such as contacted status, additional info, terms and payment
Contacts: add/remove contacts, edit details and set if they can receive notifications or not.
Quote breakdown: edit the job type, fees, extras, discounts and referral fees.
General information: edit key dates, lead source data and assigned users.
Property details: edit the address or property details, change the assigned property and view/edit access details
Other sections: these are custom sections you can set up and edit in your settings.