Edit a job
Two ways to change a connote — Quick edit in the side drawer for non-pricing details, or Edit booking for anything that affects the price.
There are two ways to change a job after it’s created:
- Quick edit — inline in the side drawer, for non-pricing details.
- Edit booking — opens the full Create Booking form in edit mode, for anything that affects the price. Only while the job is Draft or Pending.
Which one you get depends on status
Section titled “Which one you get depends on status”| Status | Drawer buttons |
|---|---|
| Draft, Pending | Edit booking and Quick edit |
| Confirmed and later | Edit — quick edit only. Pricing, fuel levy, GST and options are locked once the job is dispatched. |
Opening an Edit booking link for a job that has moved past Pending takes you back to the Jobs list with a message saying so.
To book the same job again, use Rebook — it opens Create Booking pre-filled from this job as a new booking, at any status.
Quick edit (side drawer)
Section titled “Quick edit (side drawer)”- Open
/operations/jobs. - Click any row to open the drawer.
- In the drawer header, click Quick edit (or Edit for a dispatched job).
The drawer body switches from read-only view to a form; Cancel and Save changes appear in a sticky footer at the bottom.
Quick edit is intentionally non-pricing. It covers:
- References — customer reference, status.
- Addresses — pickup and delivery company, address line, suburb, state, postcode. Address edits do not re-price the job — if the change moves it to a different zone, use Edit booking to re-rate.
- Dates & windows — pickup/delivery dates and time windows.
- Instructions — pickup, delivery, special, status notes.
Base rate, fuel levy, GST and the option flags are addon-driven and are not in quick edit — change them through Edit booking.
Edit booking (full form)
Section titled “Edit booking (full form)”Click Edit booking in the drawer header to open the full Create Booking form in edit mode. It reopens the booking as it was saved:
- the stored addon lines, including manual cost lines — and a manual surcharge keeps its pencil, so its amount can still be changed;
- the Charge By the booking was priced on (for example Chargeable Weight on an oversize pallet booking), not the job type’s first option;
- every pickup and delivery stop, including a leg saved as TBA.
Recalculation is available after you change addresses, cargo, or service level. Save from the form to update the connote. See Create a booking.
Save (quick edit)
Section titled “Save (quick edit)”Click Save changes in the sticky footer. On success:
- A Saved toast appears at the bottom-right.
- The drawer re-opens with the updated read-only view.
- The Jobs list refreshes so any status badge or date changes appear immediately.
Cancel
Section titled “Cancel”Click Cancel (or press Escape) to discard changes and return to the read-only view. No fetch, no risk of partial save.
Validation errors
Section titled “Validation errors”If the server rejects the save (for example, an invalid postcode), the toast shows the first few field-level errors and the form stays open so you can fix them.