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Configure Job Types

6 min read

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 #

  1. Open FieldAx Admin app
  2. Navigate to Job Types tab
  3. 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:

  1. In Required Skills related list
  2. Click Add Skills
  3. Search and select skills
  4. Set Requirement Level: Required/Preferred
  5. 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:

  1. Go to Required Parts related list
  2. Click New Required Part
  3. 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:

  1. In Service Checklist section
  2. Click Add Checklist Item
  3. Enter:
    • Item Name: Check thermostat operation
    • Category: System Inspection
    • Required: Yes
    • Order: 1
  4. Repeat for all items

 

Step 7: Customize the Service Report Layout #

This is where Job Types go beyond scheduling and become a true report design tool. Every section of the generated Service Report/Certificate is field-driven — meaning you control exactly which fields appear, where, and under what label, for each Job Type independently.

💡 Good to know: Standard fields and custom fields work exactly the same way here. If a field exists on the record, it can be added to any report section — no code or template changes required.

Each section below is controlled by its own configuration and can be edited without affecting any other Job Type.

You decide, field by field, exactly where each piece of information goes:

  • Which fields appear in the left column of the header summary
  • Which fields appear in the right column of the header summary
  • Which fields appear in additional custom sections you create
  • Which columns show up in the systems, checklist, and parts tables

This means the placement isn’t fixed by the system — you assign each field to a specific column or section yourself, and can move a field from left to right, into an additional section, or remove it entirely, at any time.

Report Area What It Controls
Section Visibility Turn entire sections on or off — Photos, Systems, Parts, Notes, Signatures
Header Summary (Left) Customer/asset fields shown on the left of the report header
Header Summary (Right) Job/admin fields shown on the right of the report header
Systems/Equipment Table Which columns appear for each system or asset serviced
Custom Sections Add entirely new sections with their own field groupings
Checklist Table Which columns appear for each checklist item
Parts Table Which columns appear for parts consumed

🆕 New: Control Section Order with sectionOrder #

By default, your Service Report sections appear in a fixed order. With the new Sort Order feature, you can now control the sequence in which sections appear on the report — simply by listing them in the order you want inside the Report Sections (JSON) field.

A few things to know first:

  • Header, Subject, and Footer are fixed — these always appear in their default position and cannot be reordered.
  • Everything else on the report can be reordered using this feature.

 

How to enable it

Add a sectionOrder array to your existing Report Sections (JSON) configuration, listing the sections in the order you want them to appear:

 
json
{
  "showPhotos": true,
  "showSystems": true,
  "showParts": true,
  "showNotes": true,
  "requireSignatures": true,
  "showImages": true,
  "sectionOrder": [
    "details",
    "additionalSections",
    "jobDescription",
    "engineerNotes",
    "systems",
    "parts",
    "checklist",
    "photos",
    "signatures",
    "terms"
  ]
}

How it behaves

  • ✅ List all 10 sections. If you want to control the order, you need to include all 10 section keys — don’t skip any.
  • ⚠️ Skipped sections fall back to default position. If you leave out one or more sections, those sections will automatically appear in their normal default order, slotted in around the sections you did list.
  • 🔄 Want to go back to the default order? Just remove the sectionOrder array entirely from the JSON — the report will revert to the standard default section order.
  • 🧩 Using custom additional sections? If you’ve created two or more custom sections under Additional Section Fields, you can reference them by name instead of the generic additionalSections entry:
    • Replace "additionalSections" with your actual custom section name (e.g., "Additional Section 1").
    • If you do this, make sure to remove the generic "additionalSections" entry — don’t include both.

 

Each field entry includes:

  • Field — the underlying field being pulled in
  • Label — the text shown to the customer on the report
  • Field Type — how it’s displayed (text, picklist, date/time, number, etc.)

 

To customize a section:

  1. Open the Job Type record
  2. Find the configuration area for the section you want to change
  3. Decide which column or section each field should belong to — left, right, additional section, or table column
  4. Add, remove, or reorder the fields within that placement
  5. Save your changes
  6. Generate a test report to confirm it looks the way you expect
Updated on September 15, 2026

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