Editing a job
Update a job's details, schedule, trucks, and crew — there is no edit mode and no save button.
The job page is always editable. There is no Edit button to press first, and no Save button at the end.
Everything on the job page saves as you go. Change a field, click away, it is stored. If you have been hunting for a Save button, that is why you could not find one — and nothing you typed was lost.
The page
The header carries Send Message, Cancel Job, and Delete Job — plus View Invoice once the job has one.
Below that, the job's card shows the contact, status, From/To, trucks, crew, times, and a route map with distance and drive time. Then the tabs:
Details · Delivery · Locations · Quote · Appraisal · Costs · Attachments · Incidents · Messages · Activity
Not all of them appear on every job. Costs is hidden while a job is in Appraisal. Delivery may only appear once a delivery has started. Locations and Quote appear depending on how your account is configured. A missing tab is usually configuration or status, not a fault.
Common edits
The contact — jobs point at a contact record rather than storing a name and phone of their own. Use the contact search to link a different person. Correcting a phone number is done on the contact, and it updates everywhere that contact is used.
The schedule — Date, Start Time, and End Time. There is no duration field; the end time is what sets the length of the block on the calendar.
Trucks — a job can have several. Use Add truck to assign another, and the bin icon to remove one.
Crew — Add crew assigns staff. A person needs a staff role before they can be added as crew.
Notes — type and they save. ##text## marks internal-only text.
Changing the truck or the schedule can double-book a truck. VanMan checks and shows a Scheduling Conflict dialog offering Assign Anyway or Save Anyway — it warns, it does not block. See resolving scheduling conflicts.
Who can edit
Editing needs the job edit permission — Admins, Office Admins, and Operators have it. Drivers and view-only Users see the job read-only.
There is no lock on completed jobs. If you have the permission, you can edit a job at any status.
Cancel vs Delete
Cancel Job sets the job to Cancelled. It stays in your records, keeps its history, and drops off the calendar's default view. This is almost always what you want.
Delete Job removes it. Use it for genuine mistakes — a duplicate, a test — not for work that did not go ahead. A cancelled job is data about your business; a deleted one is nothing.
Tutorial: move a job and swap the truck
The customer has moved to Thursday and their usual truck is booked.
From the calendar, click the block and choose View Job. Editing lives on the full page, not the side panel.
Click the schedule and set the new date, Start Time, and End Time. Do not look for a duration field — set the end time to whatever the job realistically finishes at, and the calendar block sizes itself.
There is nothing to save. Click away and it is stored.
If the new slot double-books a truck, the Scheduling Conflict dialog lists what it clashes with and offers Save Anyway.
Read the clash before you click through. VanMan will let you do it — the warning is advice, not a barrier — and "Save Anyway" on a genuine double-booking is how two crews turn up to one job.
In the trucks row, click the bin next to the truck that is no longer available.
Click Add truck and pick the available one. Remember a job can hold several trucks — if this is a two-truck move, add both rather than replacing one with the other.
Swapping trucks does not swap crew. Check the Crew row — the default team leader on the old truck may still be assigned. Use Add crew to fix it.
In Notes, add: Moved from Tue at customer's request. ##Third change — confirm before allocating a second truck.##
The first sentence is safe if this note ever reaches a customer document. The double-hashed part stays internal.
Go back to the Calendar. The job is on Thursday in the new truck's colour. Its Activity tab now records Schedule was updated and Truck assignment was changed, with who did it and when.
Telling the customer is a separate step — nothing about editing a job messages anyone. Click Send Message while you are on the job. If you want that to be automatic, a workflow on Job Schedule Changed will do it every time.
