How to Create Jobs?

Here is a reference video:

1. In order to create a new job we have to click on the Field Service Heading on the left side of the screen

2. On clicking the field service menu, we will land to different sub-headers under it and we have to click on the ‘Create Job’ option.

3. Clicking on the ‘Create job’ button we will land on the below screen that will help us create a new job where we can fill in the details:

4. In order to create a job we have to fill in mandatory fields like Code( which is pre-filled and system generated), Time zone, Start and End date of the Job. We can also fill in other details like Job Type, Category, Priority & Others. Sharing a screenshot below:

5. We also have an option to select emergency jobs by clicking on the option. On clicking it, it will be highlighted in the screen in Red and also highlighted to the on-field technician

6. We can also save the title of the job, provide a description and an internal note  to the technician. We have an option to check if technician needs to upload signature on job completion

7. Incase we want to attach a job to an ongoing project then we have an option of dropdown to select the project for the job

8. We can also fill in the requester details who requested the job from drop down and fill in details of the requester. We can also add service agreement if any

9. We can assign the job to a particular technician from the drop down list or assign it to a sub-contractor allotted for the job.

1. If we have set a of checklists to be followed while doing the job than we can do that as well by clicking on the labor task from checklist button:

2.  On clicking the button we will be guided to the dropdown box to select the checklist for the job

3. Once we select the relevant checklist we can select on the “Add Task” button that will ensure the checklist to be added to the job

 11) We can also add other details and save the job by clicking on the “Save” button and the job will be created

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