Job Resource Use

With the job resource setup in back office, job resources can now be:

Add a Job Resource
Delete a Job Resource
Edit a Job Resource
- Create a Delivery Ticket
- Create a Return Ticket
[change-job-resource-status]

Starting in 2027.1, field technicians can also create return tickets from on-site job resources in FieldFX Mobile. See Job Resources in FieldFX Mobile.

For how job resource quantities and statuses change as tickets are processed, see Job Resource Quantity Fields.

Add a Job Resource

You can add a Job resource from a quote or a price book.

Job Resources can only be added, edited, or deleted in Back Office and not in the FieldFX Mobile App.

However, starting in 2027.1, FieldFX Mobile users can create Return Tickets from On Site job resources, which updates the resources' quantities and status. See Job Resources in FieldFX Mobile.

You can add the parent of a bundle (either from a quote or price book) not only is the parent resource added, but the all the child items in the bundle are also added. The parent-child relationships are preserved.

When the bundle is shipped, only the parent is shipped. All items in the bundle are shipped together and can’t be split up.

Add Equipment Record

An Equipment Record can be added to a Job Resource only if the job resource has a status of New. Only Equipment with the In Service status (FX5__eStatus__c Custom Field in the FX5__Equipment__c object) can be added. When you link an equipment record to a job resource, the status is changed to Deployed in the FX5__eStatus__c field.

If you delete a job resource or remove the equipment look-up value, the status of the record changes to In Service so it can be picked again.

When a job resource is added to a job, add a value in the equipment location (FX5__Location__c) object so a history report can be created where this equipment can be seen across jobs.

Add From a Quote Item

When you create a job resource from a quote item, all the quote item fields values are copied forward that have the same API Name in the Job Resource field. You can specify the number of items to add for each quote item for labor and serialized equipment type items. One job resource needs to be created based on the number in the quantity field (ex. Qty: 4 requires 4 job resources).

If you add a non-serialized item as a job resource and the item already exists, the job resource’s quantity is increased.

Open a Job.
Click Add From > Quote in the item picker.
Select a quote item.

If more items are needed, change the number in # OF ITEMS.

Depending on the type of price book item and the quantity entered, the number of those items may appear as separate line items in the Job Resource grid for serialized assets or adjusts the quantity for consumables.

The price book item appears as a line item in the job resource grid.

Click Add Job Resource and the items are added to the Job Resource grid.
Change the status of each job resource in the STATUS column from Not Shipped (Default) to New.

- Back to Add a Job Resource -

Add From a Price Book

You can create a job resource from a price book. After you have created the job resource from a price book, all the price book item (PBI) fields are copied to the new job resource. The user can specify the number of items to add for each PBI of labor and serialized equipment type. Each unit added in the number of items field must have its own Job Resource Record.

If you add a non-serialized item and the item already exists as a job resource, the quantity is incremented.

Open a Job.
Click on Add From > Price Book in the item picker.
Select a price book item.

If more items are needed, change the number in # OF ITEMS.

The price book item appears as a line item in the job resource grid.

Click Add Job Resource and the items are added to the Job Resource grid.
Change the status of each job resource in the STATUS column from Not Shipped (Default) to New.

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Change UOM on a Job Resource

Prior to version FX5 v1.681, the UOM field on the Job Resource as effectively a read-only formula. After version FX5 v1.682, you can change the UOM field.

You can change the UOM quantity on a job resource (JR) only if the job resource has a status of "Not Shipped".

If you change the UOM, the underlying Price Book Item (PBI) is updated.

FieldFX Mobile App uses the new UOM to swap the PBI behind the Job Resource
If the new PBI has a different price, the Job Resource price is updated accordingly

UOM choices are constrained to the same face and the job’s PBI Hierarchy. Users can only select UOMs:

In the same UOM family as the current one
It exists in the price book item hierarchy of the job

The link to a Quote Items is removed if (all have to apply):

The JR was tied to a Quote Item
Changing the UOM changes the PBI reference
the new PBI doesn’t exist on the associated quote

Delete a Job Resource

You can remove job resources from the Job Resource grid. When the job resource is removed, it doesn’t disappear from the Item Picker nor the source object.

Open the job where you want to remove a job resource.
Click on the Job Resource tab.
In the Job Resource grid, select a job resource.
Click to remove the job resource from the grid.
Click Confirm when asked to confirm the deletion.

- Back to Use a Job Resource -

Edit a Job Resource

Any job resource on the grid can be edited, including quantity columns, equipment and contact lookups.

Cells that can be edited are in white while those that can’t be edited are in gray.

Double-click on the cell to edit and enter the new value.

Some columns when double-clicked allows you to:

Table 1. Field name on the grid
Column	Result on double-click
Job Resource #	Can’t be edited. This column stays in place as you scroll left or right.
Description	Change the description of the job resource.
Quantity	Change the total quantity of the job resource.
Price	Change the price shown for the job resource.
Equipment	Opens a picklist of equipment where you can connect the job resource to equipment items in your org.
Labor Resource	Opens a contact picklist where you can select the user for the job resource. This is only applicable when selecting a labor item.
Qty Shipped	The quantity of job resources that were shipped.
Consumed Qty	The quantity of job resources that were consumed. This applies to consumable types of job resources.
Returned Qty	The quantity of job resources that were returned.
Status	Choose the status of the job resource. Initial statuses available are: * Not Shipped (initial) * In Transit * On Site * Returned In Transit applies both to resources being shipped to the job site and to resources being returned from it. For details, see Job Resource Quantity Fields. A new status called 'New' must also be added so Job Resources can be removed from the job.

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Job Resource Quantity Fields

Job resource quantities update automatically as Delivery, Field, and Return Tickets are created and processed.

Table 2. Job Resource Quantity Fields
Field	How it changes
Quantity	Total quantity requested for the job.
Qty Shipped	Increases when a Delivery Ticket is created.
Qty Delivered	Increases when a Delivery Ticket is marked as received.
On Site Qty	Quantity currently available on site. Increases when a Delivery Ticket is received; decreases when a Field Ticket consumes quantity or a Return Ticket is created.
Consumed Qty	Increases when a Field Ticket is created for the resource.
To Be Returned Qty	Increases when a Return Ticket is created, including from FieldFX Mobile. Decreases when the Return Ticket is marked as Returned.
Returned Qty	Increases when a Return Ticket is marked as Returned.

Status follows quantity:

A job resource stays On Site until its On Site Qty reaches 0, then changes to In Transit. A partial return of a consumable leaves the resource On Site.
A job resource changes to Returned when all of its To Be Returned Qty is marked as returned.
Labor and Service resources always remain On Site.

Bulk Job Resource Operations in Back Office

When performing bulk operations on more than one job resource, you can modify these columns:

Status
Quantity Fields
Price

Select a job that has job resources.

In the Job Resources grid, select the job resources you want to perform bulk operations on.

If the job resource you select is the parent of a parent–child bundle, the Create Delivery Ticket dialog displays only the parent item — child items are not shown individually but are included automatically.

When you click Create Ticket:

Ticket items are generated for the parent and all non-excluded child job resources in the bundle.
Child job resources with an Item Type of Labor or Service are excluded from the generated ticket items.
Each generated ticket item (parent and child) includes a job resource link (FX5__Job_Resource__c) back to its originating Job Resource.
A bundle cannot be split across multiple delivery tickets — all parent and child items go on the same ticket.

For full details on bundle creation and status behavior, see Job Resource Bundles.

Make changes to the desired columns shown above.
Click Save after you made the changes.

Change UOM on a Job Resource

Prior to version FX5 v1.681, the UOM field on the Job Resource as effectively a read-only formula. After version FX5 v1.682, you can change the UOM field.

You can change the UOM quantity on a job resource (JR) only if the job resource has a status of "Not Shipped".

If you change the UOM, the underlying Price Book Item (PBI) is updated.

FieldFX Mobile App uses the new UOM to swap the PBI behind the Job Resource
If the new PBI has a different price, the Job Resource price is updated accordingly

UOM choices are constrained to the same face and the job’s PBI Hierarchy. Users can only select UOMs:

In the same UOM family as the current one
It exists in the price book item hierarchy of the job

The link to a Quote Items is removed if (all have to apply):

The JR was tied to a Quote Item
Changing the UOM changes the PBI reference
the new PBI doesn’t exist on the associated quote

Create a Delivery Ticket

A delivery ticket uses the 'Delivery' record type.

Tickets created from job resources using the Create Delivery Ticket button do not run the Rule Engine or Price Book Required Items logic.

This means:

No additional ticket items are automatically added based on Rule Engine rules.
No Price Book Required Items are automatically added.

If you need extra charges, materials, or other items on these tickets, add them manually after the ticket is created.

Open a job.

In the Job Resources grid, select a job resource that has a status of New.

If the job resource you select is the parent of a parent–child bundle, the Create Delivery Ticket dialog displays only the parent item. Child items are not shown individually but are included automatically. When you click Create Ticket: * Ticket items are generated for the parent and all non-excluded child job resources in the bundle. * Child job resources with an Item Type of Labor or Service are excluded from the generated ticket items. * Each generated ticket item (parent and child) includes a job resource link (FX5__Job_Resource__c) back to its originating Job Resource. * A bundle cannot be split across multiple delivery tickets. All parent and child items go on the same ticket. For full details on bundle creation and status behavior, see Job Resource Bundles.

Click Generate Delivery Ticket to generate a delivery ticket for that job resource.

A message appears saying that one or more delivery tickets were created depending on if one or more job resources were selected.

When the delivery ticket is received in mobile, the ticket’s items are used to populate a local job resource collection.
The user sees tickets that have a status of "Delivery" and can change their status.
If the user changes the status of the Delivery Ticket where the "Mark Delivery Ticket" as Received is true, the associated job resources on the ticket has their status changed to "On Site".

A delivery ticket is marked as delivered in Mobile by change the ticket’s status with FX5__Marks_Delivery_Ticket_as_Received__c is true.

When a Delivery Ticket is created from a Job’s Job Resource Grid in Back Office, triggered items for Required Price Book Item and Rules are not added. This applies to bundle-generated tickets also. If the delivery ticket is created manually, Required Items and Rules are added.

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Create a Return Ticket

Return Tickets can be created for a Job’s resources in two ways:

From FieldFX Mobile – Field technicians can select On Site resources in the mobile Job Resources view and tap Create Return Ticket to create a new Return Ticket or add the resources to an existing one. For details, see Creating Return Tickets from Job Resources.
Automatically when the Job is completed – Back Office has no manual "Generate Return Ticket" button. When a Job’s status is changed to a status where Mark Complete … (existing text continues)

Return Tickets can be auto-generated for a Job — there’s no manual "Generate Return Ticket" button. When a Job’s status is changed to a status where Mark Complete (FX5__Mark_Complete__c) is true, FieldFX automatically creates a Return Ticket for any job resource on that Job that still has a remaining quantity to be returned (FX5__Qty_To_Be_Returned__c greater than 0). This runs regardless of whether the Job reached that status from Back Office or from a completed Job syncing back from the FieldFX Mobile App.

Before creating the ticket, that remaining quantity is netted against quantity already pending on the Job’s open Return Tickets — Return Tickets with a status where Marks Return Ticket as Returned (FX5__Marks_Return_Ticket_as_Returned__c) is false. Quantity on a Return Ticket that’s already marked as Returned is not subtracted, since that quantity is treated as already consumed rather than still pending.

Only job resources with quantity remaining after netting are included on the auto-generated ticket. If every job resource on the Job nets to zero, no Return Ticket is generated at all.

Return Tickets created from FieldFX Mobile count as open Return Tickets until their status marks them as Returned. When the Job is completed, their quantities are netted out, so the auto-generated Return Ticket includes only the quantity not already on a mobile-created Return Ticket.
This is the workflow behind the Returned Qty and On Site Qty columns on the Job Resource grid. As job resources are returned and their Return Tickets change status, FX5__Qty_Returned__c increases and FX5__On_Site_Qty__c decreases to reflect what’s still outstanding.

For how each quantity field changes, see Job Resource Quantity Fields.

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Job Resources in FieldFX Mobile

Starting in 2027.1, the FieldFX Mobile App includes a Job Resources tab on each Job. The tab:

Lists the Job’s resources with a status of On Site.
Supports selecting multiple resources at once.
Provides a Create Return Ticket action that creates a new Return Ticket or adds the selected resources to an existing open Return Ticket on the Job.

Only tangible, returnable resources (serialized equipment, serialized assets, and consumable materials) can be returned. Labor and Service items remain on the list and can’t be added to a Return Ticket.

Return Tickets created in mobile are saved locally, even offline, and sync to Back Office on the next sync. Creating a Return Ticket in mobile updates the job resources' quantities and status as described in Job Resource Quantity Fields.

For step-by-step instructions, see Creating Return Tickets from Job Resources.

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