Jobs & Timeline
Inside a job
Everything about a loss lives in one workspace: Overview, Notes, Estimates, Files and Drying, with Wave's chat beside whichever tab you're on.
Everything about a loss lives in one workspace: Overview, Notes, Estimates, Files and Drying, with Wave's chat beside whichever tab you're on. Restoration contractors and adjusters use it to scope the loss and write its estimates. Open any job from the Jobs board or the search box and you land in it.
The tabs
| Tab | What lives there |
|---|---|
| Overview | The job title and number, the customer, property, loss and claim details, the contacts, the assigned team, and the Loss description and Project notes that print on the estimate. |
| Notes | The team's log: notes, visits, file uploads, schedule changes and edits, filterable by type and by person. Notes stay with your team and aren't part of the printed estimate. |
| Estimates | The job's estimates. With no estimate yet, the tab points you to Wave. With two or more, a strip at the bottom switches between them. |
| Files | Photos, videos and PDFs on the job, grouped by room and by upload day, with an Unsorted section for anything not placed yet. |
| Drying | The job's drying log. Wave generates sample dry logs based on what real drying science would be, to help anyone on your team who is new to drying understand the drying goals for the job. Attach photos or a PDF of an existing drying log in the job's chat, and Wave reads it, answers questions about it and records any readings you tell it. Included with Basic and above and the free trial; Starter includes 5 free drying logs. Spot-check readings on site. |
Contacts, notes, files and scheduling are available on all plans.
Wave's chat beside the job
On a desktop, Wave's chat sits in a rail beside every tab. It's your one conversation with Wave for the job, shared by all its tabs and estimates, and Wave reads the job's details and notes before it answers, so you don't have to repeat what your team already wrote down. When you move to Home or open another job, you start fresh, and the earlier talk is in the history row.
Use it to start an estimate, change lines, add a note, book a visit or ask a question about the job. To move the rail to the other side, open Job actions (⋮) and choose Switch sides. To get more room, choose Collapse chat, and Expand chat to bring it back.
The job bar
The bar with the tabs also holds the job's controls, from left to right:
- Export opens the one Export dialog for the PDF, QuickBooks and, on Basic and above, a file for other estimating software. It shows on every tab. On a job without an estimate, it offers the Cover page and Photos.
- Undo and redo arrows step back and forward through edits on the Estimates and Drying tabs.
- Teammate avatars show who else has the job open.
- The status pill shows the job's status (for example New, Pending, Estimating, In Progress or Completed, or any status your company added). Click it to move the job. A cancelled or archived job shows that status instead.
- Job actions (⋮) opens the menu below.
The job title and job number sit at the top of the Overview tab. Click the title to rename the job.
The Job actions menu
Job actions (⋮) holds the chat controls (Switch sides is desktop only) and the tools below. The estimate tools work on the estimate you're viewing, or the job's most recent estimate when you're on another tab:
- Lock estimate or Unlock estimate
- Duplicate makes a free copy that stays on this job. It comes with a paid plan.
- Estimate history
- Cancel job or Reopen job
- Archive… (Admins) archives the whole job, or the estimates or drying log you pick. An archived job leaves your boards and job lists, with its estimates, files and history kept. An archived estimate or drying log leaves the job, and Wave keeps a copy in its archive.
For more on cancelling, reopening and archiving a job, see Cancel or reopen a job.
Keyboard shortcuts inside a job
Inside a job, hold ⌘ (Ctrl on Windows) and press a number:
| Keys | Opens |
|---|---|
| ⌘1 | Wave chat |
| ⌘2 | Overview |
| ⌘3 | Notes |
| ⌘4 | Estimates |
| ⌘5 | Files |
| ⌘6 | Drying (on plans with drying logs) |
⌘K opens search and the command palette from anywhere. See Keyboard shortcuts for the full list.
On a phone
The tabs collapse into a view menu at the top of the job: Chat, Overview, Notes, Estimates, Files and Drying. Chat opens the same conversation the desktop rail shows.
When Wave is waiting on your answer, the Chat row in the menu gets a dot. While an estimate is being built, a Chat button sits beside the menu, and after that, a chat bubble with a pulsing dot appears when a question is waiting. Tap either to jump straight to the question.
Estimate lines show as cards you tap to edit, and a floating mic on the Estimates view lets you speak a change. The undo arrows, the status pill and drag-to-select are part of the computer layout. See Use Wave on your phone.
When a teammate is on the same estimate
On the Estimates tab, a line a teammate is editing is marked, and hovering it shows their name. It opens for you once they finish, so edits don't collide.
If a banner says your company's job records are read-only, job, contact and schedule changes are paused while estimate tools keep working. Archived jobs are read-only too.
Terms you'll see
- Job: one loss at one property. It holds the customer, the details, the notes, the files, the schedule and the estimates.
- Status: where the job sits on the board. The job's first estimate moves a New or Pending job to Estimating, and finishing that estimate moves it to Completed, unless someone has already moved the job further along, for example to In Progress.
- Estimate: one kind of work on the job, such as water mitigation or repairs. A job can hold several estimates, and each new estimate uses one credit, while a duplicate uses none.
Related
- Job details, contacts and team: the Overview tab
- The Estimates tab: how an estimate reads line by line
- Several estimates on one job: adding and switching between estimates
- Export reports: what the Export button builds
- Use Wave on your phone: the phone layout