Opening Linked Job, Quote, and Customer Details
How planner record popups work when you open jobs or quotes, and how the planner stays in sync after you close them.
Planner is designed so you can open record detail without losing your place on the schedule. Clicking a planner job or quote opens that record in a popup over the top of the planner instead of sending you away to a completely different page.
Opening a Job
- Job cards are clickable: In the calendar, detailed and day views, clicking the job opens the job record in a popup.
- Read-only first: Planner opens the job detail in a read-only style so you can inspect the record quickly before deciding whether anything needs changing.
- Planner stays underneath: Your date range, selection, and screen position stay in place behind the popup.
Opening a Quote
- Quote cards are clickable: Clicking a quote opens the quote record in a popup in the same way.
- Quick process is separate: The quick-process button is for status actions. Opening the quote itself is for reviewing the full quote detail.
How Customer Detail Fits In
Planner itself is mainly the jump-off point for jobs and quotes. Once one of those records is open, the linked customer information is part of that record context, so you can continue drilling into the customer from there when you need more background than the planner card shows. On a computer, a job's Customer tab, and a confirmed quote's, has Open customer at the foot of the popup, which opens the customer's own record, and Edit customer, which changes their details.
Why the Planner Refreshes Afterwards
- Close refresh: When you close a job popup, the planner refreshes that job so the planner card reflects the latest data.
- Save refresh: If you save inside the popup, planner refresh happens again so dates, notes, worksheet markers, and other job details stay correct.
- No manual reload needed: You do not need to refresh the whole planner page after checking a linked record.
Related articles
- Planner Screen: Shows where jobs and quotes are opened from in each planner view.
- Job Detail View: Useful when you want to understand the job screen that opens from Planner.
- Quote Quick-Process Popup: Covers the action button used when you need to process a quote instead of simply reviewing it.
- Editing a Job: A good next step when opening a job from Planner turns into a change you need to make.