How does Job Assignment work on FieldTask?

Job Assignment on FieldTask can be done through two places:

• Quick Actions
• All Jobs

Quick Actions

The option at the top of the left sidebar provides you with access to the Job creation form.

All Jobs

The All Jobs option from the left sidebar under the Jobs section brings you to the page where all your jobs are listed. On this page, click on the Create Job button on the top right.

How Job Assignment Works

Both options will take you to the same page, the Job Creation Form. From this page you can start assigning jobs to your field technicians.

To assign a job, fill in the form by providing:

• Job Name
• The Customer
• Job Description
• Assignee
• Whether to Schedule Job for Now or Later
• The Start Time and End Time
• If a Recurring Schedule, choose how it recurs
• Relevant Documents
• Line Items

Once these informations are provided, you can choose to give it a colour theme or let the system use the default colours. Finish the process off by clicking the Create Job button.