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.

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.

When you link a customer, notice that the Contact field will appear below. Here you can choose a contact who is associated with the specific location you are performing the work at or choose any contact who is associated with the linked customer.

Enter a title and subtitle (if applicable) for your job that describes the work to be performed. Note: The subtitle may not be greater than 150 characters.

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. You can utilize the Find Availability button and FieldPulse will automatically suggest time slots based on your scheduling requirements and let you know which employee is available.

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.

Here you can select one of the unique custom status workflows you've created within Company Settings. Click here to learn more about Custom Status Workflows.

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 giant 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 set a Customer Arrival Window date/time on jobs. An arrival window helps to minimize the time customers spend waiting for service. This can be used in customer communication templates to let your customers know when to expect you and your team.

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

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.

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.

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: