Job Resource Use

With the job resource setup in back office, job resources can now be added to jobs, deleted from a job, edited, and change a job resource status.

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.

- Back to Add a Job Resource -

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.

  1. Open a Job.

  2. Click Add From > Quote in the item picker.

  3. Select a quote item.

  4. 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.

  5. Click Add Job Resource and the items are added to the Job Resource grid.

  6. Change the status of each job resource in the STATUS column from Not Shipped (Default) to New.

- Back to Add a Job Resource -

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.

  1. Open a Job.

  2. Click on Add From > Price Book in the item picker.

  3. Select a price book item.

  4. 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.

  5. Click Add Job Resource and the items are added to the Job Resource grid.

  6. Change the status of each job resource in the STATUS column from Not Shipped (Default) to New.

- Back to Add a Job Resource -

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.

  1. Open the job where you want to remove a job resource.

  2. Click on the Job Resource tab.

  3. In the Job Resource grid, select a job resource.

  4. Click Trash icon to remove the job resource from the grid.

  5. Click Confirm when asked to confirm the deletion.

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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 allow you can to:

Column Result on double-click

Job Resource #

Can’t be edit. This column stays in place as you scroll left or right.

Description

Allows you to change the description of the job resource.

Quantity

To change the total quantity of the job resource.

Price

To 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.

Qty Consumed

The quantity of job resources that were consumed.

This applies to consumable types of job resources.

Qty Returned

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

A new status called 'New' must also be added so Job Resources can be removed from the job.

- Back to Use a Job Resource -

Create a Delivery Ticket

  1. Open a job.

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

  3. 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.

- Back to Use a Job Resource -