Understanding Job Types
Jobs in FieldAx represent specific service work to be performed:
Job Categories
Service Jobs
- Repairs and fixes
- Diagnostic services
- Emergency calls
- Warranty work
Maintenance Jobs
- Preventive maintenance
- Seasonal service
- Contract fulfillment
- Inspections
Installation Jobs
- New equipment setup
- System replacements
- Upgrades
- Retrofits
Other Job Types
- Consultations
- Estimates
- Follow-ups
- Training
Creating Jobs
Step 1: Access Job Creation
Navigate to job creation:
- Open FieldAx app
- Click Jobs tab
- Click New button
- Job creation form opens
Step 2: Customer Selection
Link job to customer:
Customer Information
- Customer: Click lookup icon
- Search and select customer (e.g., ABC Manufacturing)
- Customer details auto-populate:
- Billing information
- Service locations
- Contract status
- Service history
New Customer Option
- Click New if customer doesn’t exist
- Create customer record first
- Return to job creation
Step 3: Site and Contact Details
Configure location information:
Site Information
- Service Location: Select from customer locations
- Site Address: Auto-populates from selection
- Can override if different
- Verify accuracy for routing
Site Contact
- Primary Contact: John Smith
- Phone: (555) 123-4567
- Mobile: (555) 987-6543
- Best Time to Contact: Morning
- On-Site Contact: May be different
Site Specific Instructions
- Gate codes or access instructions
- Parking information
- Check-in procedures
- Safety requirements
- Equipment location
Step 4: Job Type Selection
Define service requirements:
Job Type Configuration
- Job Type: Select from dropdown
- HVAC Annual Maintenance
- AC Repair
- Heating Installation
- Emergency Service
- Auto-populates:
- Required skills
- Estimated duration
- Standard parts
- Service checklist
Benefits of Job Types
- Consistent service delivery
- Accurate time estimates
- Proper skill matching
- Standard pricing
Step 5: System Selection
Identify equipment to service:
Primary System
- Installed System: Select from customer’s equipment
- Shows all systems at location
- Displays:
- Equipment type
- Model/serial numbers
- Installation date
- Service history
Multiple Systems
- Add additional equipment if needed
- Group related work
- Single trip efficiency
- Consolidated billing
Step 6: Scheduling Parameters
Set timing requirements:
Date and Time
- Job Start Date and Time: 07/15/2024 9:00 AM
- Job End Date and Time: 07/15/2024 11:00 AM
- Duration: 2 hours (auto-calculated)
Step 7: Priority and Status
Set job importance:
Priority Levels
- Emergency: 2-hour response
- High: Same day service
- Medium: 24-48 hours
- Low: Scheduled convenience
Initial Status
- Status: New
- Changes through workflow
- Triggers automations
- Tracks progress
Step 9: Job Description
Document service needs:
Job Description
Example:
“Customer reports AC not cooling properly.
Unit runs continuously but temperature remains
at 78°F. Issue started 2 days ago. No unusual
noises. Filter was recently changed.”
Job Detail
- Previous service history
- Customer preferences
- Special considerations
- Safety concerns
- Access requirements
Message To Engineer
- Technical details
- Part requirements
- Skill needs
- Time considerations
Step 10: Pricing Configuration
Set financial parameters:
Price Book Selection
- Price Book: Standard Commercial Rates
- Determines:
- Labor rates
- Part markups
- Service charges
- Discount rules
Contract Coverage
- Service Plan: Check if covered
- Shows contract details
- Applies contract pricing
- Notes coverage limits
