Job Management

• Typical statuses: New → Scheduled → In Progress → Completed (plus Overdue/Cancelled as needed). Use status filters to focus lists and maps on specific job states.
• Changing status: Update job status from the job detail screen or quick-actions in lists and drawers. Status changes may trigger notifications depending on tenant configuration.

• Create jobs from the Jobs UI or the admin/dispatch screen. Provide a title, customer, planned date/time, location (address or lat/long), and estimated duration.
• Include job details such as tasks, parts, estimates, and custom fields as needed.

• Assign technicians when scheduling jobs. Dispatchers can reassign as required and use the Jobs Map or calendar to visualize assignments and technician availability.
• For routing and quick decisions, use the Jobs Map and the job details drawer to navigate, call, or message the customer without leaving the map. 

• Use the camera integration to capture photos on-site; photos are attached to job records and queued for upload while offline if necessary. 
• Add notes and tags to jobs to capture status details, parts used, or follow-up actions.

Best practices

Ensure job addresses are complete and geocodable to ensure correct map placement.
Use short, consistent status and reason codes to simplify reporting and automation.
For recurring jobs, create a template or use scheduling features to save setup time.

See Scheduling & Calendar for handling bulk assignment and conflict resolution.