Table of Contents
Understanding Job Creation #
Service plans automatically generate jobs based on configured frequency:
Automatic Generation Process
- System checks active service plans daily
- Identifies plans needing jobs
- Creates jobs based on schedule
- Assigns to designated engineer
- Notifies dispatcher
Schedule Job Function #
The Schedule Job button enables:
Manual Job Creation
- Generate next scheduled job
- Override automatic scheduling
- Create emergency visits
- Add one-time services
Job Creation Options
- Click Schedule Job
- Select options:
- Use plan defaults
- Override engineer
- Adjust timing
- Add special instructions
- Confirm creation
Jobs Tab Integration #
View related jobs:
Jobs (1) Tab Shows
- All jobs created from this plan
- Job numbers and status
- Scheduled dates
- Completion status
- Service history
Job Details Include
- Job Category: Service
- Start Date Time: 05/10/2024, 12:00 pm
- End Date Time: 26/05/2025, 12:00 pm
- Link to full job record
