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Creating Jobs

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Creating Your First Job

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Quick Create

1. Navigate to Operations > Jobs
2. Click Create Job button
3. Fill in required fields:
   • Title: Brief job description
   • Customer: Select existing customer
   • Location: Choose site (from customer’s locations)
4. Click Create

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Detailed Creation

1. Click Create Job
2. Complete all relevant sections (see below)
3. Review and click Create

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Job Information Fields

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Basic Information

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Job Types

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Priority Levels

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Customer and Location

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Selecting a Customer

1. Click the Customer field
2. Search by name or browse the list
3. Select the customer
4. Their locations become available

• Click + Create Customer to add new
• Complete minimum customer details
• Return to job creation

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Choosing a Location

1. Click the Location field
2. View customer’s locations
3. Select the work site
4. Address and access info populate automatically

• Click + Create Location
• Add location details
• Continue with job creation

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Access Information

• Address
• Access instructions
• Key/alarm codes (if configured)
• Contact on site
• Special requirements

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Scheduling

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Setting the Schedule

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Scheduling Options

1. Select a date from the calendar
2. Enter start and end times
3. Duration calculates automatically

1. Select a date
2. Enter estimated duration
3. End time calculates based on start

1. Leave date blank
2. Job saves as “Draft”
3. Schedule later when ready

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Assignment

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Assigning Technicians

1. Click the Assigned To field
2. Search or browse team members
3. Select one or more technicians
4. Primary assignee shows first

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Assignment Considerations

• Availability: Is the person free?
• Skills: Do they have required certifications?
• Location: Are they near the job site?
• Workload: Is their schedule balanced?

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Team Assignments

1. Select multiple technicians
2. Designate a lead (first selected)
3. Add notes about responsibilities

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Assets and Equipment

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Linking Assets

1. Go to Assets section
2. Click Add Asset
3. Search from location’s assets
4. Select relevant equipment

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Asset Details Shown

• Asset type and model
• Serial number
• Last service date
• Compliance status

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Job Details

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Work Requirements

Work Required:
- Inspect all fire extinguishers
- Replace any expired units
- Update compliance tags
- Complete inspection report

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Special Instructions

• Customer preferences
• Safety requirements
• Equipment needed
• Previous issues to check

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Attachments

• Work specifications
• Site maps
• Previous reports
• Customer documents

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Creating from Different Sources

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From Customer Record

1. Open customer detail
2. Click Create Job
3. Customer is pre-selected
4. Choose location and continue

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From Location Record

1. Open location detail
2. Click Create Job
3. Customer and location pre-filled
4. Add remaining details

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From Asset Record

1. Open asset detail
2. Click Create Job
3. Customer, location, and asset linked
4. Complete job details

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From Quote

1. Open approved quote
2. Click Convert to Job
3. Quote details transfer
4. Adjust as needed

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From Fault

1. Open fault record
2. Click Create Repair Job
3. Fault context included
4. Complete scheduling

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Job Templates

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Using a Template

1. Click Create Job
2. Click From Template
3. Select template
4. Customize for this job
5. Create

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What Templates Include

• Job type and description
• Standard work requirements
• Checklist items
• Default duration
• Asset types to include

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Validation and Requirements

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Required Before Saving

• ✅ Title
• ✅ Customer
• ✅ Job type

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Required Before Scheduling

• ✅ Location
• ✅ Date
• ✅ Assigned technician

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Required Before Completing

• ✅ Time entries (if time tracking required)
• ✅ Progress notes (if required)
• ✅ Checklist completion (if applicable)

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Workflow Options

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Create as Draft

1. Leave date/assignment blank
2. Job saves as “Draft”
3. Edit later to schedule

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Create and Schedule

1. Complete all fields
2. Select “Scheduled” status
3. Assigned technician is notified

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Create and Start

1. Complete all fields
2. Select “In Progress” status
3. Work begins immediately

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Bulk Job Creation

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Recurring Jobs

1. Create first job
2. Select Make Recurring
3. Set frequency (weekly, monthly, etc.)
4. Define duration
5. System creates future jobs automatically

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Import Jobs

1. Go to Settings > Import Data
2. Select Jobs
3. Download template
4. Fill in job details
5. Upload completed file
6. Review and confirm import

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Tips for Effective Jobs

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Writing Good Titles

• “Annual Fire Extinguisher Service - Building A”
• “Emergency Repair - Faulty Smoke Detector Rm 201”
• “Quarterly Inspection - Fire Panel”

• “Service”
• “Fix thing”
• “Customer request”

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Complete Descriptions

• What needs to be done
• Why (if relevant)
• Any special requirements
• Expected outcomes

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Accurate Scheduling

• Travel time between jobs
• Job complexity
• Technician skill level
• Customer availability
• Access restrictions

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After Creating

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Next Steps

1. Verify details are correct
2. Notify technician (automatic or manual)
3. Prepare materials if needed
4. Monitor job progress

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Job URL

/jobs/[job-id]