{"id":1245,"date":"2025-07-10T13:55:07","date_gmt":"2025-07-10T13:55:07","guid":{"rendered":"https:\/\/help.fieldax.com\/?post_type=docs&#038;p=1245"},"modified":"2025-07-10T13:55:08","modified_gmt":"2025-07-10T13:55:08","password":"","slug":"create-schedule-job","status":"publish","type":"docs","link":"https:\/\/document.fieldax.com\/?docs=create-schedule-job","title":{"rendered":"Create\/Schedule Job"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\"><strong>Understanding Job Types<\/strong><\/h2>\n\n\n\n<p>Jobs in FieldAx represent specific service work to be performed:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Job Categories<\/strong><\/h3>\n\n\n\n<p><strong>Service Jobs<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Repairs and fixes<\/li><li>Diagnostic services<\/li><li>Emergency calls<\/li><li>Warranty work<\/li><\/ul>\n\n\n\n<p><strong>Maintenance Jobs<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Preventive maintenance<\/li><li>Seasonal service<\/li><li>Contract fulfillment<\/li><li>Inspections<\/li><\/ul>\n\n\n\n<p><strong>Installation Jobs<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>New equipment setup<\/li><li>System replacements<\/li><li>Upgrades<\/li><li>Retrofits<\/li><\/ul>\n\n\n\n<p><strong>Other Job Types<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Consultations<\/li><li>Estimates<\/li><li>Follow-ups<\/li><li>Training<\/li><\/ul>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-white-color has-alpha-channel-opacity has-white-background-color has-background\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Creating Jobs<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 1: Access Job Creation<\/strong><\/h3>\n\n\n\n<p>Navigate to job creation:<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Open <strong>FieldAx<\/strong> app<\/li><li>Click <strong>Jobs<\/strong> tab<\/li><li>Click <strong>New<\/strong> button<\/li><li>Job creation form opens<\/li><\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 2: Customer Selection<\/strong><\/h3>\n\n\n\n<p>Link job to customer:<\/p>\n\n\n\n<p><strong>Customer Information<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Customer<\/strong>: Click lookup icon<\/li><li>Search and select customer (e.g., ABC Manufacturing)<\/li><li>Customer details auto-populate:<ul><li>Billing information<\/li><li>Service locations<\/li><li>Contract status<\/li><li>Service history<\/li><\/ul><\/li><\/ul>\n\n\n\n<p><strong>New Customer Option<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Click <strong>New<\/strong> if customer doesn&#8217;t exist<\/li><li>Create customer record first<\/li><li>Return to job creation<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 3: Site and Contact Details<\/strong><\/h3>\n\n\n\n<p>Configure location information:<\/p>\n\n\n\n<p><strong>Site Information<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Service Location<\/strong>: Select from customer locations<\/li><li><strong>Site Address<\/strong>: Auto-populates from selection<\/li><li>Can override if different<\/li><li>Verify accuracy for routing<\/li><\/ul>\n\n\n\n<p><strong>Site Contact<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Primary Contact<\/strong>: John Smith<\/li><li><strong>Phone<\/strong>: (555) 123-4567<\/li><li><strong>Mobile<\/strong>: (555) 987-6543<\/li><li><strong>Best Time to Contact<\/strong>: Morning<\/li><li><strong>On-Site Contact<\/strong>: May be different<\/li><\/ul>\n\n\n\n<p><strong>Site Specific Instructions<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Gate codes or access instructions<\/li><li>Parking information<\/li><li>Check-in procedures<\/li><li>Safety requirements<\/li><li>Equipment location<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 4: Job Type Selection<\/strong><\/h3>\n\n\n\n<p>Define service requirements:<\/p>\n\n\n\n<p><strong>Job Type Configuration<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Job Type<\/strong>: Select from dropdown<ul><li>HVAC Annual Maintenance<\/li><li>AC Repair<\/li><li>Heating Installation<\/li><li>Emergency Service<\/li><\/ul><\/li><li>Auto-populates:<ul><li>Required skills<\/li><li>Estimated duration<\/li><li>Standard parts<\/li><li>Service checklist<\/li><\/ul><\/li><\/ul>\n\n\n\n<p><strong>Benefits of Job Types<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Consistent service delivery<\/li><li>Accurate time estimates<\/li><li>Proper skill matching<\/li><li>Standard pricing<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 5: System Selection<\/strong><\/h3>\n\n\n\n<p>Identify equipment to service:<\/p>\n\n\n\n<p><strong>Primary System<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Installed System<\/strong>: Select from customer&#8217;s equipment<\/li><li>Shows all systems at location<\/li><li>Displays:<ul><li>Equipment type<\/li><li>Model\/serial numbers<\/li><li>Installation date<\/li><li>Service history<\/li><\/ul><\/li><\/ul>\n\n\n\n<p><strong>Multiple Systems<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Add additional equipment if needed<\/li><li>Group related work<\/li><li>Single trip efficiency<\/li><li>Consolidated billing<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 6: Scheduling Parameters<\/strong><\/h3>\n\n\n\n<p>Set timing requirements:<\/p>\n\n\n\n<p><strong>Date and Time<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Job Start Date and Time<\/strong>: 07\/15\/2024 9:00 AM<\/li><li><strong>Job End Date and Time<\/strong>: 07\/15\/2024 11:00 AM<\/li><li><strong>Duration<\/strong>: 2 hours (auto-calculated)<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 7: Priority and Status<\/strong><\/h3>\n\n\n\n<p>Set job importance:<\/p>\n\n\n\n<p><strong>Priority Levels<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Emergency<\/strong>: 2-hour response<\/li><li><strong>High<\/strong>: Same day service<\/li><li><strong>Medium<\/strong>: 24-48 hours<\/li><li><strong>Low<\/strong>: Scheduled convenience<\/li><\/ul>\n\n\n\n<p><strong>Initial Status<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Status<\/strong>: New<\/li><li>Changes through workflow<\/li><li>Triggers automations<\/li><li>Tracks progress<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 9: Job Description<\/strong><\/h3>\n\n\n\n<p>Document service needs:<\/p>\n\n\n\n<p><strong>Job Description<\/strong><\/p>\n\n\n\n<p>Example:<\/p>\n\n\n\n<p>&#8220;Customer reports AC not cooling properly.&nbsp;<\/p>\n\n\n\n<p>Unit runs continuously but temperature remains&nbsp;<\/p>\n\n\n\n<p>at 78\u00b0F. Issue started 2 days ago. No unusual&nbsp;<\/p>\n\n\n\n<p>noises. Filter was recently changed.&#8221;<\/p>\n\n\n\n<p><strong>Job Detail<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Previous service history<\/li><li>Customer preferences<\/li><li>Special considerations<\/li><li>Safety concerns<\/li><li>Access requirements<\/li><\/ul>\n\n\n\n<p><strong>Message To Engineer<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Technical details<\/li><li>Part requirements<\/li><li>Skill needs<\/li><li>Time considerations<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 10: Pricing Configuration<\/strong><\/h3>\n\n\n\n<p>Set financial parameters:<\/p>\n\n\n\n<p><strong>Price Book Selection<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Price Book<\/strong>: Standard Commercial Rates<\/li><li>Determines:<ul><li>Labor rates<\/li><li>Part markups<\/li><li>Service charges<\/li><li>Discount rules<\/li><\/ul><\/li><\/ul>\n\n\n\n<p><strong>Contract Coverage<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Service Plan<\/strong>: Check if covered<\/li><li>Shows contract details<\/li><li>Applies contract pricing<\/li><li>Notes coverage limits<\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>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:&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[11],"doc_tag":[],"class_list":["post-1245","docs","type-docs","status-publish","hentry","doc_category-job-management"],"year_month":"2026-05","word_count":367,"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":"Job Management","term_url":"https:\/\/document.fieldax.com\/?doc_category=job-management"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1245","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=1245"}],"version-history":[{"count":1,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1245\/revisions"}],"predecessor-version":[{"id":1246,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1245\/revisions\/1246"}],"wp:attachment":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1245"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_category&post=1245"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_tag&post=1245"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}