How to Edit
1
Open the recording
Go to the Recordings tab and click the recording you need to fix.
2
Hover over the job name
In the recording detail, look for the Job field (e.g., “12345 - John Smith”). Hover over the job name and a pencil icon will appear next to it.
3
Click the pencil icon
This opens the job search.
4
Search for the correct job
Type the customer name, address, or job number to find the right match.
5
Select the correct job
Click it and the recording is now linked to the right job. Scores and insights carry over.
When This Happens
- Rep selected the wrong customer or job when starting the recording
- Craft’s auto-match picked the wrong job — Craft matches based on time, date, location, and user, but sometimes gets it wrong
Only Admins and Managers can edit job mappings. Reps cannot change this after recording.