Job details, contacts and team

Keep every job's people and paperwork in one place: the job's Overview tab. Edit customer, property, loss and claim details, add contacts, assign your team and write the loss description, by hand or by telling Wave. Open a job and pick Overview, or press ⌘2 (Ctrl+2 on Windows).

Rename the job

The job title sits at the top of the Overview, with the job number and when it was last updated underneath. Click the title, type the new name and press Enter.

Edit the job's details

The Job details section shows the fields that have a value. To change one:

1. Click the value.
2. Type the new value. The address opens as Street, Unit, City, State and ZIP.
3. Press Enter to save, or Esc to cancel.

Each field also has a copy button, handy for pasting a claim number into a carrier portal.

A customer or property can belong to more than one job. Changing a customer's name, phone or email, or a property's address, updates every job that shares that record.

Add or remove fields

Click Add field to see the fields the job doesn't show yet, then pick one and fill it in. The fields are:

• Customer: Customer, Phone, Email
• Property: Address, Year built, Square feet, Access
• Loss: Loss type, Date of loss, Water category (1, 2 or 3)
• Insurance: Carrier, Policy #, Claim #, Deductible
• Referral source: where the job came from, picked from your company's list. Admins can add a source from that list and tidy the list in Settings > Company.

To remove a field, clear its value and save. Loss type and Water category have a Remove field option in their list. The customer's name can be changed any time, but not removed.

Link the job to an existing customer

If the customer is already in Wave, link the job to that record instead of typing a duplicate:

1. Click the Customer value.
2. Type at least 2 characters. Wave lists matching customers and companies.
3. Pick one to link it, or choose to add the name as a new customer or a new company. To fix a typo instead, choose the rename option, which says how many jobs share that customer.

Contacts and their roles

The Contacts section holds everyone else connected to the job.

1. Click Add a contact.
2. Enter a Name, then pick a Role: Homeowner, Policyholder, Adjuster, Tenant, Property manager, Agent, Plumber, Referral source or Other. While the job has no customer yet, Customer is also offered, first and preselected.
3. Choose whether the contact is a Person or a Business, and add a phone and email if you have them.
4. Click Add contact.

A job holds up to 4 contacts besides the customer. Click any contact's name, role, phone or email to change it. To remove a contact from the job, clear its name and save.

Assign teammates

The Assign button at the top of the Overview puts teammates on the job. Open it and check each person. Once someone is assigned, the button reads Assigned and shows their avatars.

Assigning works on its own, and booking a visit assigns people too: when you book someone on a visit, Wave adds them to the job. See Book a visit.

Loss description and Project notes

The Estimate details section appears once the job has an estimate or a loss description. Both fields in it print on the estimate:

• Loss description: the cause of loss in a sentence or two, up to 480 characters.
• Project notes: notes for the adjuster or customer that print on the estimate PDF. They belong to the job's most recent estimate and are locked when that estimate is locked.

Job notes, on the Notes tab, are your team's log. Wave reads them, and they stay with your team. See Project notes for what to write in the notes that print.

Update details by telling Wave

Skip the clicking and tell Wave in the job's chat or the Home box, in your own words:

• "The claim number is 04-2231-778."
• "Date of loss was September 12. A supply line burst under the kitchen sink."
• "The adjuster is Mark Ellison, mark.ellison@example.com."

Wave updates the job and shows a receipt. When you name the adjuster, Wave adds them as a contact with the Adjuster role and records them as the claim's adjuster.

When Wave picks up a carrier or claim number while it builds an estimate, it fills in a blank field and leaves values already on the job as they are. To change a value that's already there, say so directly or edit it by hand. You can also ask Wave to clear a field.

Read-only jobs

Archived jobs are read-only. If a banner says your company's job records are read-only, the fields stay locked until the banner clears, and estimate tools keep working.

Related

• Inside a job: the tabs and controls around the Overview
• Project notes
• Book a visit: put your team on the schedule
• Capture a First Notice of Loss: paste an intake and let Wave fill the job