How to Create Jobs?

Manual Job Create in DreamzFSM lets you open a new job from scratch for any ad-hoc task. From Jobs → Add New, set the timezone, start/end date & time, priority, and choose the facility and category. Enter a clear title and description, then (optionally) flag Emergency, add assets/contacts, assign a technician/team, attach checklists/parts/files, and save. The job is created immediately and appears in Calendar, Kanban, Map, and List views for dispatch and tracking. 

Here is a reference video: 

1. From the meu click on Jobs and then click on Jobs sub-menu.

2. From the listing page, click on Add New.

3. Clicking on the ‘Add New’ button you will land on the below screen that will help you create a new job where you 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.

10. a. 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.