{"id":1200,"date":"2025-07-10T12:50:29","date_gmt":"2025-07-10T12:50:29","guid":{"rendered":"https:\/\/help.fieldax.com\/?post_type=docs&p=1200"},"modified":"2025-07-10T12:57:53","modified_gmt":"2025-07-10T12:57:53","password":"","slug":"configure-job-types","status":"publish","type":"docs","link":"https:\/\/document.fieldax.com\/?docs=configure-job-types","title":{"rendered":"Configure Job Types"},"content":{"rendered":"\n

Understanding Job Types<\/strong><\/h2>\n\n\n\n

Job Types are templates that standardize service delivery across your organization. Each job type represents a specific service offering with predefined requirements, ensuring consistency and efficiency.<\/p>\n\n\n\n

Benefits of Job Types<\/strong><\/h3>\n\n\n\n

Standardization<\/strong><\/p>\n\n\n\n

  • Consistent service delivery<\/li>
  • Predictable resource requirements<\/li>
  • Uniform pricing structure<\/li>
  • Quality assurance<\/li><\/ul>\n\n\n\n

    Efficiency<\/strong><\/p>\n\n\n\n

    • Faster job creation<\/li>
    • Automatic skill matching<\/li>
    • Pre-loaded parts lists<\/li>
    • Standard checklists<\/li><\/ul>\n\n\n\n

      Training<\/strong><\/p>\n\n\n\n

      • Clear service procedures<\/li>
      • Documented requirements<\/li>
      • Consistent customer experience<\/li>
      • Reduced errors<\/li><\/ul>\n\n\n\n
        \n\n\n\n

        Planning Job Types<\/strong><\/h2>\n\n\n\n

        Analyze Your Services<\/strong><\/h3>\n\n\n\n

        Before creating job types, catalog your services:<\/p>\n\n\n\n

        Installation Services<\/strong><\/p>\n\n\n\n

        • New system installation<\/li>
        • Component installation<\/li>
        • System upgrades<\/li>
        • Retrofit services<\/li><\/ul>\n\n\n\n

          Maintenance Services<\/strong><\/p>\n\n\n\n

          • Preventive maintenance<\/li>
          • Seasonal service<\/li>
          • Annual inspections<\/li>
          • Filter replacements<\/li><\/ul>\n\n\n\n

            Repair Services<\/strong><\/p>\n\n\n\n

            • Emergency repairs<\/li>
            • Diagnostic services<\/li>
            • Component replacement<\/li>
            • System troubleshooting<\/li><\/ul>\n\n\n\n

              Specialty Services<\/strong><\/p>\n\n\n\n

              • System assessment<\/li>
              • Energy audits<\/li>
              • Consultation<\/li>
              • Training services<\/li><\/ul>\n\n\n\n
                \n\n\n\n

                Creating Job Types<\/strong><\/h2>\n\n\n\n

                Step 1: Access Job Type Management<\/strong><\/h3>\n\n\n\n
                1. Open FieldAx Admin<\/strong> app<\/li>
                2. Navigate to Job Types<\/strong> tab<\/li>
                3. Click New<\/strong> button<\/li><\/ol>\n\n\n\n

                  Step 2: Basic Job Type Information<\/strong><\/h3>\n\n\n\n

                  Enter fundamental details:<\/p>\n\n\n\n

                  Job Type Identification<\/strong><\/p>\n\n\n\n

                  • Job Type Name<\/strong>: HVAC Annual Maintenance (required)<\/li>
                  • Job Type Code<\/strong>: HVAC-AM-001 (unique identifier)<\/li>
                  • Category<\/strong>: Preventive Maintenance<\/li>
                  • Status<\/strong>: Active<\/li><\/ul>\n\n\n\n

                    Description Section<\/strong><\/p>\n\n\n\n

                    • Short Description<\/strong>: Annual HVAC system maintenance and inspection<\/li>
                    • Detailed Description<\/strong>: Comprehensive maintenance including filter replacement, coil cleaning, refrigerant check, electrical inspection, and performance testing<\/li><\/ul>\n\n\n\n

                      Step 3: Service Requirements<\/strong><\/h3>\n\n\n\n

                      Define what’s needed for this service:<\/p>\n\n\n\n

                      Duration Estimates<\/strong><\/p>\n\n\n\n

                      • Estimated Duration<\/strong>: 2 hours<\/li>
                      • Minimum Duration<\/strong>: 1.5 hours<\/li>
                      • Maximum Duration<\/strong>: 3 hours<\/li>
                      • Buffer Time<\/strong>: 30 minutes (travel\/prep)<\/li><\/ul>\n\n\n\n

                        Scheduling Parameters<\/strong><\/p>\n\n\n\n

                        • Advance Notice Required<\/strong>: 24 hours<\/li>
                        • Scheduling Window<\/strong>: Business hours only<\/li>
                        • Season Restrictions<\/strong>: Not available Dec-Jan<\/li>
                        • Weather Dependent<\/strong>: Yes (no service <32\u00b0F)<\/li><\/ul>\n\n\n\n

                          Step 4: Required Skills Configuration<\/strong><\/h3>\n\n\n\n

                          Specify technician qualifications:<\/p>\n\n\n\n

                          Primary Skills<\/strong> (Required)<\/p>\n\n\n\n

                          • HVAC Certification<\/li>
                          • EPA Universal License<\/li>
                          • 2+ years experience<\/li><\/ul>\n\n\n\n

                            Secondary Skills<\/strong> (Preferred)<\/p>\n\n\n\n

                            • Electrical License<\/li>
                            • Manufacturer Certification<\/li>
                            • Customer Service Training<\/li><\/ul>\n\n\n\n

                              To add skills:<\/p>\n\n\n\n

                              1. In Required Skills<\/strong> related list<\/li>
                              2. Click Add Skills<\/strong><\/li>
                              3. Search and select skills<\/li>
                              4. Set Requirement Level<\/strong>: Required\/Preferred<\/li>
                              5. Set Minimum Proficiency<\/strong>: 3 (scale 1-5)<\/li><\/ol>\n\n\n\n

                                Step 5: Parts and Materials<\/strong><\/h3>\n\n\n\n

                                Define standard parts needed:<\/p>\n\n\n\n

                                Standard Parts List<\/strong><\/p>\n\n\n\n

                                • Part Name<\/strong>: HVAC Filter 20x25x1<\/li>
                                • Quantity<\/strong>: 1<\/li>
                                • Required<\/strong>: Yes<\/li>
                                • Customer Billable<\/strong>: Yes<\/li><\/ul>\n\n\n\n

                                  To add parts:<\/p>\n\n\n\n

                                  1. Go to Required Parts<\/strong> related list<\/li>
                                  2. Click New Required Part<\/strong><\/li>
                                  3. Add each part:
                                    • Select from Product catalog<\/li>
                                    • Set default quantity<\/li>
                                    • Mark if optional\/required<\/li>
                                    • Set billing rules<\/li><\/ul><\/li><\/ol>\n\n\n\n

                                      Common Parts for HVAC Maintenance<\/strong><\/p>\n\n\n\n

                                      – Air Filter (size varies) – Qty: 1 – Required<\/p>\n\n\n\n

                                      – Coil Cleaner – Qty: 1 bottle – Required  <\/p>\n\n\n\n

                                      – Contact Cleaner – Qty: 1 can – Optional<\/p>\n\n\n\n

                                      – Capacitor (backup) – Qty: 1 – Optional<\/p>\n\n\n\n

                                      – Refrigerant R410A – Qty: As needed – Optional<\/p>\n\n\n\n

                                      – Belt (if applicable) – Qty: 1 – Optional<\/p>\n\n\n\n

                                      Step 6: Service Checklist<\/strong><\/h3>\n\n\n\n

                                      Create standardized inspection points:<\/p>\n\n\n\n

                                      Checklist Categories<\/strong><\/p>\n\n\n\n

                                      Pre-Service Checks<\/em><\/p>\n\n\n\n

                                      • Verify customer information<\/li>
                                      • Confirm system model\/serial<\/li>
                                      • Review service history<\/li>
                                      • Check warranty status<\/li><\/ul>\n\n\n\n

                                        System Inspection<\/em><\/p>\n\n\n\n

                                        • Check thermostat operation<\/li>
                                        • Inspect electrical connections<\/li>
                                        • Test system cycling<\/li>
                                        • Measure temperature differential<\/li>
                                        • Check refrigerant levels<\/li>
                                        • Inspect drain lines<\/li>
                                        • Test safety controls<\/li><\/ul>\n\n\n\n

                                          Maintenance Tasks<\/em><\/p>\n\n\n\n

                                          • Replace air filter<\/li>
                                          • Clean evaporator coil<\/li>
                                          • Clean condenser coil<\/li>
                                          • Lubricate motors<\/li>
                                          • Check belt tension<\/li>
                                          • Clear drain line<\/li><\/ul>\n\n\n\n

                                            To create checklist:<\/p>\n\n\n\n

                                            1. In Service Checklist<\/strong> section<\/li>
                                            2. Click Add Checklist Item<\/strong><\/li>
                                            3. Enter:
                                              • Item Name<\/strong>: Check thermostat operation<\/li>
                                              • Category<\/strong>: System Inspection<\/li>
                                              • Required<\/strong>: Yes<\/li>
                                              • Order<\/strong>: 1<\/li><\/ul><\/li>
                                              • Repeat for all items<\/li><\/ol>\n","protected":false},"excerpt":{"rendered":"

                                                Understanding Job Types Job Types are templates that standardize service delivery across your organization. Each job type represents a specific service offering with predefined requirements, ensuring consistency and efficiency. Benefits of Job Types Standardization Consistent service delivery Predictable resource requirements Uniform pricing structure Quality assurance Efficiency Faster job creation Automatic skill matching Pre-loaded parts lists…<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[9],"doc_tag":[],"class_list":["post-1200","docs","type-docs","status-publish","hentry","doc_category-essential-setup"],"year_month":"2026-05","word_count":436,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"admin","author_nicename":"admin","author_url":"https:\/\/document.fieldax.com\/?author=1"},"doc_category_info":[{"term_name":"Essential Setup","term_url":"https:\/\/document.fieldax.com\/?doc_category=essential-setup"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1200","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1200"}],"version-history":[{"count":2,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1200\/revisions"}],"predecessor-version":[{"id":1206,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1200\/revisions\/1206"}],"wp:attachment":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1200"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_category&post=1200"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_tag&post=1200"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}