Description
Jobs are used to track work orders for each engineer in your organization, assigned to specific sites. Whenever you receive a call from a customer for a callout or service, you create a job and assign it to an engineer to complete.
Jobs track product fixing, repair, and replacement. You can create new jobs by clicking the “Schedule Job” button on the service plan or by scheduling a job from a Case (support agent log).
Key fields in the job object include previous job, next job, job urgency, latitude and longitude, status, booking status, confirmation requested by, service engineer travel duration, start and end time, and message to engineer.
Fields:
| Field Label | Data Type | Description |
| Job No | Auto Number | Unique job number for a job |
| Customer | Master-Detail | Required. Customer lookup for the job scheduled |
| Site Contact | Lookup | Contact person from the customer |
| Job Category | Picklist | Required – Category of the job(Installation, Service/Maintenance, Callout) |
| Job Type | Lookup | Type of the job to define the required parts, checklist etc |
| Urgency | Picklist | Required – Urgency of the job(Normal, Medium, High) |
| Status | Picklist | Required – Current status of the job |
| Cancelled Reason | Text Area(255) | Reason for the job cancellation |
| Region | Lookup | Region of the job |
| Service Plan | Lookup | Service plan linked to the job |
| Estimate | Lookup | Estimate number of the job, if the job is scheduled from estimate |
| Price Book | Lookup | Pricebook associated with the job for the job items and consumed parts pricing |
| Location | Lookup | Customer location |
| Previous Job | Lookup | Previous job number from which the current job is auto scheduled based on the service plan schedule |
| Next Job | Lookup | Next scheduled job number from the current job based on the service plan schedule |
| Job Description | Text Area(255) | Description of the job that needs to be carried out by engineer |
| Job Detail | Rich Text Area(32768) | Detail of the job that needs to be carried out by engineer |
| Message To Engineer | Text Area(255) | Message that needs to be notified to assigned engineer when he/she look at the job |
| Planned Job Date Time | Date/Time | Required – Date when that job is originally planned |
| Start Date Time | Date/Time | Actual job started date and time |
| End Date Time | Date/Time | Actual job completed date and time |
| Engineer Completion Notes | Long Text Area(32768) | Engineer final notes to the customer about the job completion |