Job Order

The Job Order module is a powerful tool that allows you to efficiently capture and maintain all details related to job orders. It's seamlessly integrated with the Customer and Assets modules, ensuring a holistic view of your service operations. Here's a comprehensive overview of its key features:

1. Customizable Job Orders: When capturing data within the job order, you have the flexibility to customize various fields to align with your business needs. Some of the customizable fields include Status, Type, Faults, Resolutions, System, and Service Zone. These customizable fields provide tailored data capture, allowing you to structure job orders to suit your specific requirements.
   
   
2. Dependent Picklists: Create dependencies between certain fields for more accurate data capture and error elimination. For instance, you can set up job order faults and resolutions to be dependent on the selected system, and job order statuses can be made dependent on the chosen job order type. This ensures consistency and accuracy in data entry.
   
   
3. Spare Parts Tracking: Easily add and track spare parts required for each job order. This ensures that the necessary components are readily available and can be consumed as needed during the job.
   
   
4. Digital Signatures: Field agents can capture the customer's digital signature upon completing the job, using the mobile app. This feature provides proof of service completion and customer satisfaction.
   
   
5. Instant Job Summary: Generate and send a Job Summary PDF to the customer on the spot, upon job completion. This ensures transparency and keeps the customer informed about the service provided.
   
   
6. SLA Integration: Job orders can be tied to multiple Service Level Agreements (SLAs) to ensure that work is completed on time. Complex and automatic SLA triggers can be set up based on field changes, enhancing service efficiency and compliance.
   
   
7. Post-Job Surveys: Gather customer feedback by sending post-job surveys. Surveys can be created and customized using an in-built form builder and be used to calculate customer satisfaction (CSAT) scores. The results of these surveys are stored within the job order and can be used as a reference to help in continually improving service quality.
   
   
8. Customer-led Appointment Scheduling: Integrate with Calendly to allow customers to schedule field agent appointments. Fieldex integrates with Google and Microsoft calendars, enabling efficient timeslot allocation for job appointments.
   
   
9. Order History: The module captures order history, providing a comprehensive record of all updates and activities related to a specific job order. This historical data is invaluable for tracking the progress and resolving any disputes or issues that may arise.
   
   
10. Attachments: Job order attachments can be captured and stored within the job order. This includes photos, videos, documents, or any other relevant media. This feature promotes thorough documentation and reference.
    
    
11. Data Analytics: Access comprehensive job order data analytics through standard and custom reports. These reports provide insights into job order performance, allowing you to make informed decisions and optimize your service operations.

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Field Description

Job Orders are represented in JSON format with the following properties: