Job List

Hello, and welcome to this training session. 

In this video, I'll demonstrate how to navigate the job list. To access the job list, click on the job list navigation under the field service section.

Once you open the job list, you'll see all the jobs created in the system. This list displays details such as job code, type, start date, end date, status, priority, title, description, requester, assignee, project, incident, invoice status, and the creator. Additionally, there are various action items available.

Using the blue search section, you can search for jobs using different parameters like job, start date, end date, company, user, job status, pay, salary, requester, and more.

Clicking the preview icon will take you to the job details screen. To edit a job, click the edit job button. For chatting with the technician or customer, use the designated chat icons.

To delete an order, click the delete button, provide a reason, and confirm the deletion.

To update the job status, click on the status update section, change the status, add a status note, attach any necessary files, and select whether to include the file in the customer panel.

The mail option allows you to send emails to the customer and other users. You can add additional content to the email body and send it to multiple addresses by separating them with commas.

At the top section, you can filter jobs by open or closed status and view job history. Emergency jobs are listed in the emergency job section.

To see jobs on a map, use the map view option. The dispatch calendar provides a calendar view of the jobs. To add a new job, click the appropriate button. You can assign the job to different users or technicians, or even to yourself.

In the open job section, you can change the assignee or user by selecting a job and making the necessary adjustments.

Finally, to access the job overview page, click on the job overview link. Here, you can see various steps related to the job. I'll end this video here and start a new one for further instructions.

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