Creating a Job
Updated over a week ago

Administrators and Managers can create job records for customers and assign them to team members. Job records can be created in different ways, but we’ll walk you through creating a job record from the Jobs tab in the left-side menu.

Begin by selecting Jobs under Work in the left-side menu, then click Create Job.

Click on Create Job

If you have created Job Templates, you can quickly insert them by selecting Import Template. Learn more about Job Templates here.

Now, you'll need to link a customer to the job record. You can select an existing customer, or create a new customer. If you don't want to link a customer, consider using a task. To learn more about tasks, visit the Creating a Task article.

Click on Customer Name *

Enter a title for the job that describes the work to be performed.

Click on Job Title/Description *…

Use the Assigned Users to Job field to select team members for the job. You can select individual team members or entire teams. Once you've selected team member(s), click Save to add them to the job.

Click on Assigned Users To Job…

Now, you can add job tags if needed. You can use job tags to organize your jobs and color code them to make the schedule easier to read at a glance. You can use this field to search for existing tags or create a new one, just be sure to press Enter after typing a new tag. Learn more about job tags here.

Click on Job Tags…

Use the date and time options to schedule the job. To find open availability in your team members’ schedules, click Find Availability to open a gantt chart view of your schedule. FieldPulse will also notify you of scheduling conflicts when you select a date and time for a job.

You can also add further site visits by clicking Site Visits. To learn more about site visits, click here.

Click on Dates…

Enter any notes relevant to the job in the Notes field. You can also attach any important files as well. (Note: only administrations and managers can add Notes on a job record.) Field Notes can be added by the service agent while they are working on the job.

Click on Notes and Files…

If you'd like to attach an existing asset to the job record or create a new asset, you can do that at the end of the job record. To learn more about assets, click here.

Click on Assets…

Be sure to press Save Job when you have added all pertinent details. Upon saving the job record, the assigned team members will automatically receive a notification of their newly assigned work and it will appear on their schedules.

The newly created job will look like this:

Video Tutorial

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