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Managing Jobs and Field Technicians

After a job is created, you can manage its schedule, crew, and progress directly from the job dashboard. This includes updating details, assigning team members, and tracking status.

Robert Prasher avatar
Written by Robert Prasher
Updated over 3 months ago

Steps

  1. Edit Service Details

    Click the edit icon beside Service Details to update contact info, address, or billing details.


  2. Add Field Instructions
    Use the Instructions field to include notes like gate codes, buzzer access, or job-specific reminders for your crew.

  3. Update Job Status

    Click the status dropdown (e.g., Open) to change the job’s current stage:

    • Open – Job is scheduled but not started.

    • On Hold – Temporarily paused.

    • In Progress – Work has started.

    • Completed – Job is finished.

    • Cancelled – Job has been cancelled.

      User uploaded image


  4. Assign Crew Members
    Click Assign to select technicians or team members responsible for the job. Multiple users can be assigned as needed.


Use Case

Job management keeps your operations organized and transparent. It ensures clear task ownership, proper scheduling, and easy field coordination, especially for teams handling multiple active jobs.

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