Jobs

Prerequisites

To use jobs, you need the following licenses:
- FieldFX Base Package
- FieldFX E-Ticketing
To use jobs, you must:
- Set up the FX E-Ticketing module
- Set up the Job Copy feature
To use jobs, you need:
- FX E-Ticketing minimum permissions

Basics

A job stores information about work performed for a customer.

When you add a job, you can add tickets to record the specific work carried out.

Completing a Job

Steps to complete a job:

Add a job.
Add tickets for each round of work completed.
Attach an FX Report to document the work completed.

Videos

Adding a Job

FieldFX Back Office

FieldFX Mobile

Copying a Job

FIeldFX Mobile

Step-by-Step Guides

Adding a Job

FieldFX Back Office

Open the Jobs tab
Click New
In Record Type, select a job type
Click Continue
Enter details
Click Save
Add tickets

FieldFX Mobile

Select Start a New Job
Select a job type
Enter details
Select Add
Add tickets

Copying a Job

FieldFX Mobile

Select Jobs on the sidebar
Select Copy on the job
Enter details for the new job
Select Add

Recommended Reading

FX E-Ticketing Minimum Permissions

Learn the minimum permissions required to use jobs.