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Using Customer Job & Delivery Planner

How to start, keep, reopen, and use your Customer Job & Delivery Planner work.

Turn agreed work into steps, requirements, and a realistic view of remaining effort.

Open Customer Job & Delivery Planner

Start with the work in front of you

  1. Start a delivery book and a job, or bring selected scope from a quote. Confirm the agreement separately.
  2. Add steps, people, requirements, blockers, and remaining effort. Use availability for the same workload window.
  3. Review changes and completion evidence. Download editable book (.json); choose a customer progress copy only after reviewing its contents.

Keep it and pick it up again

The book keeps jobs, steps, requirements, changes, and history. Quote imports bring scope descriptions, not prices, private notes, or customer acceptance.

  1. Check your browser’s Downloads for the actual file. Keep the .json extension; a meaningful name and date can help you recognize the copy.
  2. Choose Open saved work below, select that file, and check the tool and summary shown.
  3. Continue in the tool. If there is already work open there, review the replacement prompt. Cancel to keep editing or download the current work before replacing it.
Check and reopen a file

What to keep in view

A completed step does not by itself confirm the customer accepted the whole job. A checklist import supplies fresh steps rather than previous progress.

If it does not look right

If the file will not open, leave the original unchanged and read the error. A reading copy cannot substitute for the editable JSON. If you reopened an older copy, look for a later download; do not overwrite the current work while checking.

Find a safe next step

Where this can lead

These tools may help with the next task. A link alone does not transfer your information.

See the actual file connections

Keep your open draft?

Continuing will discard your unsaved changes. You can return to the draft and save or download it first.