In a single
click, the user can now schedule a job from the contract line items that are
1. Select the “Contracts” module from the
2. Select the “Part/Service” tab under contracts and select the “+ Schedule Job” to schedule the Job for the contract.
The prefix for the job title.
Job Title (Mandatory Field)
Enter the title required to identify the Job.
Job Category (Mandatory Field)
The category under which the Job belongs.
Choose the job category from the drop-down list.
The priority of the Job can be Low, Medium, and high.
Choose the job priority from the drop-down list.
The type under which the Job belongs.
Choose the type from the drop-down list. You can choose either New Job or a Revisit Job.
If the job type is selected as “Revisit Job,” then the Parent Job should be chosen.
The recurrence option for the Job should be chosen, if applicable.
Choose the recurrence option in the drop-down list. You can choose either No Recurrence or Recurring Job.
Job Start Time
Choose the Start Date of the Job from the calendar.
Choose the Start Time of the Job from the calendar.
Job End Time
Choose the End Date of the Job from the calendar.
Choose the End Time of the Job from the calendar.
Job Due Date
Choose the Due Date of the Job from the calendar.
Choose the applicable contract.
Enter the relevant tags related to the Job.
A brief description of the Job.
Estimated Duration For This Job Category
The total estimated time for the Job is displayed here.
Job scheduled in the chosen duration.
The number of jobs counted for the duration is shown here.
The user’s Name, Address are shown here.
of the Customer is shown on the map.
The user defines the custom fields.
The associated assets related to the contracts are displayed here.
Parts & Services
The parts & services related to the contracts are displayed here.
After filling in the “Assign Employees” tab and confirming the “Preview and Save” tab, the new Job from the contract is created successfully.
Now the business can easily create a job from the contract line item, and the pre-filled details help the user do the Job without any delays.