How to create a new job for a property?

A new job can be created against a particular property for a technician’s field service. With this new job creation, the field technicians can match the Job with the associated property and assist customers on time.

1. Select the “Properties” module from the left navigation menu and choose any one of the properties.

2. Click the "+ New Job" to create a new job for a property.

4. Enter the necessary details required for creating a new job.

A. Customer Details – In this tab, you can enter the details related to the customers from organization to billing and service details.

B. Job Details – In this tab, you can enter the specific job details such as Prefix, Job Title, Job Category, Job Priority, Job Type, Parent Job, Job Recurrence, Job Start Time, Job End Time, Due Job Date, Asset, Contract, Job Tags, Parts & Service, and Job Description.

C. Assign Employees – In this tab, you can assign the employees related to the Job based on availability.

D. Preview & Save – In this tab, you can preview the snapshot of the details entered and save the details.

The scheduled activities always need quick action. With the new job creation of the property option, the pending work orders are cleared efficiently by the field technicians.