Understanding Job Types #
Job Types are templates that standardize service delivery across your organization. Each job type represents a specific service offering with predefined requirements, ensuring consistency and efficiency.
Benefits of Job Types #
Standardization
- Consistent service delivery
- Predictable resource requirements
- Uniform pricing structure
- Quality assurance
Efficiency
- Faster job creation
- Automatic skill matching
- Pre-loaded parts lists
- Standard checklists
Training
- Clear service procedures
- Documented requirements
- Consistent customer experience
- Reduced errors
Planning Job Types #
Analyze Your Services #
Before creating job types, catalog your services:
Installation Services
- New system installation
- Component installation
- System upgrades
- Retrofit services
Maintenance Services
- Preventive maintenance
- Seasonal service
- Annual inspections
- Filter replacements
Repair Services
- Emergency repairs
- Diagnostic services
- Component replacement
- System troubleshooting
Specialty Services
- System assessment
- Energy audits
- Consultation
- Training services
Creating Job Types #
Step 1: Access Job Type Management #
- Open FieldAx Admin app
- Navigate to Job Types tab
- Click New button
Step 2: Basic Job Type Information #
Enter fundamental details:
Job Type Identification
- Job Type Name: HVAC Annual Maintenance (required)
- Job Type Code: HVAC-AM-001 (unique identifier)
- Category: Preventive Maintenance
- Status: Active
Description Section
- Short Description: Annual HVAC system maintenance and inspection
- Detailed Description: Comprehensive maintenance including filter replacement, coil cleaning, refrigerant check, electrical inspection, and performance testing
Step 3: Service Requirements #
Define what’s needed for this service:
Duration Estimates
- Estimated Duration: 2 hours
- Minimum Duration: 1.5 hours
- Maximum Duration: 3 hours
- Buffer Time: 30 minutes (travel/prep)
Scheduling Parameters
- Advance Notice Required: 24 hours
- Scheduling Window: Business hours only
- Season Restrictions: Not available Dec-Jan
- Weather Dependent: Yes (no service <32°F)
Step 4: Required Skills Configuration #
Specify technician qualifications:
Primary Skills (Required)
- HVAC Certification
- EPA Universal License
- 2+ years experience
Secondary Skills (Preferred)
- Electrical License
- Manufacturer Certification
- Customer Service Training
To add skills:
- In Required Skills related list
- Click Add Skills
- Search and select skills
- Set Requirement Level: Required/Preferred
- Set Minimum Proficiency: 3 (scale 1-5)
Step 5: Parts and Materials #
Define standard parts needed:
Standard Parts List
- Part Name: HVAC Filter 20x25x1
- Quantity: 1
- Required: Yes
- Customer Billable: Yes
To add parts:
- Go to Required Parts related list
- Click New Required Part
- Add each part:
- Select from Product catalog
- Set default quantity
- Mark if optional/required
- Set billing rules
Common Parts for HVAC Maintenance
– Air Filter (size varies) – Qty: 1 – Required
– Coil Cleaner – Qty: 1 bottle – Required
– Contact Cleaner – Qty: 1 can – Optional
– Capacitor (backup) – Qty: 1 – Optional
– Refrigerant R410A – Qty: As needed – Optional
– Belt (if applicable) – Qty: 1 – Optional
Step 6: Service Checklist #
Create standardized inspection points:
Checklist Categories
Pre-Service Checks
- Verify customer information
- Confirm system model/serial
- Review service history
- Check warranty status
System Inspection
- Check thermostat operation
- Inspect electrical connections
- Test system cycling
- Measure temperature differential
- Check refrigerant levels
- Inspect drain lines
- Test safety controls
Maintenance Tasks
- Replace air filter
- Clean evaporator coil
- Clean condenser coil
- Lubricate motors
- Check belt tension
- Clear drain line
To create checklist:
- In Service Checklist section
- Click Add Checklist Item
- Enter:
- Item Name: Check thermostat operation
- Category: System Inspection
- Required: Yes
- Order: 1
- Repeat for all items
