FieldEx enables Admins to automate job order creation using templates, tasks, and spare parts. This guide walks Admins through how to:
Set up Job Order Templates that pre-fill tasks and spare parts.
Create Task Templates for reusable task logic.
Use these templates to automate job population during creation.
These elements are also used with dynamic checklists that can trigger corrective actions, tasks, or spare parts automatically.
Create a Job Order Template with Preloaded Tasks and Spare Parts
Path: Settings > Modules > Job Orders > Templates
1. Click “New” to create a template.
2. Enter General Template Info:
Name: e.g., “Espresso Machine Installation”
Status: New
Type: Installation
Notes: Add standard instructions
3. Define Job Details:
Default Order Date (e.g., +1 day)
Service Zone / Site (if fixed)
4. Asset, Fault, and Resolution Fields (optional):
Assign system (e.g., Electrical)
Fault: “Leaking Hose”
Resolution: “Replace O-Ring”
5. Attach Predefined Tasks:
Add relevant Task Templates (see Part 2 below).
6. Add Spare Parts:
Example: Drip Tray, Inlet Hose, Filter Kit
Quantity
Result: When this template is used, tasks and spares are auto-included in the job. |
Create a Task Template for Auto-Reuse
Path: Settings > Modules > Tasks > Templates
Purpose: Create standardized task steps like “Install Mounting Kit” or “Verify Machine Calibration,” which can be reused across job types.
1. Click “New Task Template”.
2. Enter Task Info:
Template Name: e.g., “Pressure Check”
Default Duration (optional)
Notes or check items
Assign to Role or Team (optional)
3. Save the template.
Use Case: When a Job Template is created, these task templates can be attached, and they’ll auto-generate specific task records in each job. |