The Job Order Module serves as a comprehensive repository for all essential information pertaining to Job Orders. All work details may be documented, alongside pertinent data on the associated Tasks, Assets, and Spare Parts. In addition, Job Orders may be set up to contain any forms and Service Level Agreements (SLAs), required for your business operations.
Creating A Job Order
Path: Job Order > New
Status is used to describe the different stages your Job Order may go through (Open, Complete, etc) and the options available in the picklist may be customized. Note: Certain Job Order statuses have related functionality and can only be renamed but not removed. For instance, changing a Job Order status to 'Completed' (or its equivalent) triggers the automatic generation of a Job Order Form.
Type, System, and Service Zone are also customizable picklists and can be amended in the Setup.
Order Date & Time and Owner are auto-populated when creating a new Job Order with the current date/time and logged-in user respectively.
The Completion Date & Time field is disabled until the status of your JobOrder is either Completed or Incomplete (or equivalent). When changed to these statuses, the field will be auto-populated to reflect the time of the status change. The field may be edited if required.
Asset refers to the primary item that is the focus of the Job Order. Selecting the Asset will auto-populate the Customer field if the chosen Asset has a customer specified.
The Fault and Resolution picklists can be set up to be dependent on the System picklist. i.e. Based on the System selected, the Fault and Resolution picklists will be filtered to only show options relevant to the selected System. For assistance in mapping these, see Job Order Fault and Resolution Mapping.
Each Job Order may contain a main Fault and Resolution. Any additional faults and resolutions may be added under the Additional Faults and Additional Resolutions picklists respectively.
The Job Order Address can be typed in or searched, and if further precision is required, the Show Map button can be selected and the location manually pinned.
Phone and Email will require standard formats to be filled in:
Phone: 10 to 11 digits with no spaces and symbols
Email: [email protected]
Checking the Display Price checkbox allows field agents to view the pricing of Products added to the Job Order.
The External ID is mainly used when integrating to third-party systems but can be used as an additional field to capture your Job Order's data.
Key Field Summary
Field Name | Description |
Status | Describes the different stages a Job Order may go through (customizable). |
Order Date & Time | Auto-populated with the current date and time. |
Completion Date & Time | Auto-populated with the current date and time when the status is changed to 'Completed' or 'Incomplete' |
Asset | Primary item that is the focus of the job order. |
Fault | Faults (customizable picklist) defines the issue being attended to and can be filtered based on the selected system (if mapped in Setup) |
Additional Fault | Faults to be added in addition to the main fault |
Resolution | Resolution (customizable picklist) describes the solution of the given fault and can be filtered based on the selected Fault and System (if mapped in Setup) |
Additional Resolution | Resolutions to be added in addition to the main fault |
Display Price | Determines price visibility of Job Order Products to field agents. |