Start from the jobs directory so the new record lands in the standard search and handoff flow.
The jobs directory is the normal entry point for new work.
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Expected result
A clean new-job flow opens from the standard jobs directory.
Last verified 2026-04-10
Capture customer details, operator fields, and notes before entering windows.
Enter the customer, operator, and note details first.
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Expected result
The job is created and routes into the workspace with the main details attached.
Last verified 2026-04-10
The job header, status/menu, and meta cards are the persistent shell for entry, quote, and production work.
Once the job opens, the header and meta cards become the shared context for staging, quoting, and production actions.
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Expected result
The operator can confirm they are on the correct job before adding or committing rows.
Last verified 2026-04-10
Form, Sheet, Voice, and Upload are staging tools. Nothing durable reaches the live job until Commit.
Form, Sheet, Voice, and Upload all feed the staged rows review and commit path.
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Expected result
Operators know that every capture mode leads into the same staged review before Commit.
Last verified 2026-04-10
Use Form when you are typing one row at a time and want the clearest office-first capture path.
Form mode is the clearest way to capture one blind at a time. It stages rows locally first so you can review them before the live job changes.
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Expected result
The operator can add windows into staging without mutating the live job immediately.
Last verified 2026-04-10
Use sheet entry when the operator needs faster spreadsheet-style editing while still staying inside staged review.
Sheet entry is for faster grid-style capture and review. It still feeds the staged model, so you are not bypassing validation or Commit.
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Expected result
Operators can enter rows quickly in a grid while keeping the same staged review and commit rules.
Last verified 2026-04-10
Voice capture is another entry mode feeding staging. Review is still required before anything becomes durable.
Voice is for faster spoken capture in the field or office. The transcript and parsed rows still need human review before Commit.
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Expected result
Spoken capture lands in staging and is reviewed before the live job changes.
Last verified 2026-04-10
Upload parses source files into staged rows. Warnings and review still happen before the live job is changed.
Upload is the faster bulk path for external files. The parse result still lands in staging first, where warnings and review happen before Commit.
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Expected result
Uploaded source rows are staged, reviewed, and only then committed into the durable job record.
Last verified 2026-04-10
Staged rows are the review point for validation errors, edits, clears, and the final commit decision.
Staged rows are where Form, Sheet, Voice, and Upload converge. Review validation issues, fix rows, and decide whether to clear or commit.
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Expected result
Only reviewed, validated rows are promoted from staging into the committed windows list.
Last verified 2026-04-10
Commit promotes staged rows into the durable live job state.
Commit is the durable handoff from staging into the live job state.
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Expected result
The row data becomes durable and reflected in the job's committed state.
Last verified 2026-04-10
Once the data is committed, later edits happen from the live windows list rather than the staged draft.
Once the data is committed, the operator edits the live record rather than the staging rows.
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Expected result
The operator understands the difference between staged edits and committed edits.
Last verified 2026-04-10