Job management is the core operational function in FieldAx, where service requests transform into scheduled work orders and completed services. This section covers creating and scheduling jobs with all necessary details, and assigning the right service engineer based on skills, availability, and location. Effective job management ensures efficient operations, optimal resource utilization, and excellent customer service delivery.
Understanding Job Management Components
Job Management Framework
The job management system consists of three interconnected components:
Job Types
- Define specific services (Installation, Repair, Maintenance)
- Specify required skills and parts
- Set duration estimates and pricing
- Include service checklists
Job Status
- Track job lifecycle stages
- Enable workflow automation
- Monitor progress in real-time
- Trigger notifications and actions
Job Categories
- Group similar jobs for reporting
- Organize work by service line
- Enable filtered views
- Support business analysis
Job Lifecycle
The complete job journey in FieldAx:
Service Request → Job Creation → Scheduling → Engineer Assignment →
Dispatch → En Route → On Site → In Progress → Completed → Invoiced
Job Steps
Job Creation
- Customer and location details
- Service requirements
- Scheduling parameters
- Pricing and billing
- Special instructions
Engineer Assignment
- Skill matching
- Availability checking
- Geographic optimization
- Workload balancing
- Customer preferences