Work a Job: notes, photos, parts, and status

Once you click Start Work, the working screen replaces the preview. This is where you spend the job — adding notes and photos as you go, drawing parts from inventory, and updating status.

The notes you leave here become the record of the job. They're what the client reads, what the next technician sees, and what anyone reviewing the request later has to go on.

What's on the working screen

From top to bottom:

• Checked in • 00:00:00 — your running check-in timer.
• SR number chip (top-right) — opens a details panel with the request's Title (with a pencil to rename it), Reference Number, Overview chips (priority and service type, such as Corrective), Description, and Location, plus a View/Edit Service Request button into the full record.
• Location and Equipment cards — filled in for a normal request; click or tap to add them on a Quick start.
• AI Generated Summary — a plain-language recap of the request, kept current as notes are added.
• View all N notes — opens a Service Notes panel listing the service notes logged on this job.
• Add Service Notes — the composer you'll use most.
• Status and Use Parts buttons.
• The bottom bar: Tasks · Complete Job · Check Out.

Steps — add a note, photo, or voice memo:

1. Set the visibility chip on the left of the composer before you send. Everyone is Visible to Client; Internal is Only visible to your team.
2. Type into the note box — or use the Voice button to dictate instead, which is easier with gloves on.
3. Attach evidence with the paperclip (any file) or the camera (take or attach a photo).
4. Click the send arrow ➤ to post the note to the request.

Steps — use parts from inventory:

1. Click Use Parts at the bottom of the working screen.
2. In the useParts dialog, choose an item from Select a part. Click Go to Inventory first if you need to check stock.
3. Click Submit. The part is drawn down from inventory against this request.

Steps — update the status:

1. Click the Status button. It shows the current status and opens the Update Service Status dialog.
2. Choose a status. In a standard Bricks organization the choices are Open, In progress, and Closed.
3. Click Save, or Cancel to leave it unchanged.

If your organization has configured custom workflow statuses, your list will be longer. See Create a custom workflow (service-request statuses).

Set note visibility before you send, not after. Everyone means the client can read it. Use Internal for anything you'd only say to your own team — pricing concerns, access problems, a resident who was difficult.

The count on "View all N notes" covers service notes only. Automated system entries — like the check-in message Equips logs for you — may not appear in that panel. For the complete history including system notes, open View/Edit Service Request and use the Notes tab.

Photos are worth the extra ten seconds. A before-and-after pair on the request answers most of the questions that would otherwise come back to you as a phone call a week later.

Related articles:

• Preview a job, start prep, and start work
• Pause a job: Check Out, Stop Prep, and "on hold"
• Close a job with the Complete Job wizard
• Add notes, photos, and files to records
• Manage inventory and consumables