Advance Job Creation

Hello, and welcome to this training session. To start with we will understand why the Advance Job creation Feature is important within FSM software. 

The Advanced Job Creation feature in FSM software is essential as it streamlines workflows, enhances customization, optimises resource allocation, improves client communication, ensures comprehensive data management, and integrates seamlessly with other system components for efficient operations.

In this video, I'll demonstrate how to add a job in the system. To begin, navigate to the "Create Job" menu under the full service navigation.

Once you click "Create Job," you will be taken to the job management screen where you need to input the job code. The code is predefined and will auto-populate, but you can change it if necessary.

Next, select the status of the job and set the start and end dates. You can also set the job's priority. If the job is linked to a marketing campaign, you can select it here. Additionally, you have the option to categorise the job and select the job type.

I'm selecting a specific type here. You can choose one or multiple tags for the job from the "Tag" option. In the title section, enter the job title and provide a detailed description.

If you require a technician's signature upon completion of the job, select the "Technician Signature" checkbox to make it mandatory. You can also tag the job with any relevant project in the "Project" section. In the "Requester Detail" section, you need to specify the requester, who can be either a customer or an employee. If you prefer to create a job without a requester, that option is available too.

For this demo, I'll select a customer. If the customer is already in the system, you can search for them. If not, you'll need to add their name, phone number, and email. If no email is available, an auto-generated email can be created by selecting the "No Email" option. You can also specify the customer type and fill in the address section.

For this demonstration, I'll select a default customer. If the customer has multiple addresses, a pop-up will appear asking you to choose the address for the job. I’m selecting the second address, which will then auto-populate the job address field. You can change this address if needed from the pop-up.

By clicking on "Customer Details," you can view the customer's information. You can also choose to notify the customer upon job creation, status changes, or job completion by checking the appropriate boxes. The "Bill to Address" can be the same as the service address or different.

In the "Assignee" section, select the technician who will perform the job. For this demo, I'll select a specific technician. You can assign one or multiple technicians or even subcontractors if needed.

In the "Labor" section, you can add checklists for the job or leave it empty. In the "Financial" tab, set the budget type, estimated cost, and estimated hours.

You can also upload any relevant files in the "Files" section. In "Message Settings," add users or groups to be notified when the job status changes or when the job is completed.

After entering and verifying all details, click "Set" to create the job. It will now appear in the job list. This process demonstrates advanced job creation in the system. Note that only fields marked with a red star are mandatory.

Thank you for watching this training session. We hope this guide helps you efficiently use the Advance Job Creation in our FSM application. If you have any questions, feel free to reach out to our support team. Have a great day.