New job
What it's for
New job turns a service request into work at a service site, optionally tied
to equipment, a project phase and a first visit. Open it from New job on the
Jobs list, a related record, or /jobs/new. Record links
can prefill the site, equipment or technician. See
Scheduling and assignment for the booking procedure.
Tabs
There are no tabs. One form contains location, classification, billing, job notes and scheduling fields.
Panels and controls
- Branch appears when a branch choice is available.
- Customer, address or service site searches for the location. The picker can add a site to an existing customer or add a customer when you have customer access.
- Equipment searches units at the selected site and stays disabled until a site is chosen. Selecting another site clears the unit.
- Booking context shows the customer's overdue balance, open quotes and covering agreements after you choose a site.
- Project Phase is optional and appears when project phases exist.
- Job Type offers Maintenance, Repair, Install and Inspection. Priority offers Low, Normal, High and Emergency.
- Lead Source records where the booking came from. Assign Technician offers technicians and owners; leaving it unassigned lets Dispatch assign later.
- Trade offers HVAC, Refrigeration, Electrical and Plumbing, or can be inferred from equipment. Billing Type offers Flat rate or Time & materials.
- Customer PO records the customer's purchase order number. The optional Not-to-exceed cap (T&M only) is offered for time-and-materials billing.
- Summary names the job; Notes / Details carries symptoms and access instructions.
- Scheduled Start and Scheduled End book the first visit. Leaving both blank and leaving the technician unassigned creates an unscheduled job. If enabled, Arrival window shows available windows and capacity; Reason for overbooking appears for an emergency booking into a full window. Routine work cannot use capacity reserved for emergencies.
- Company-defined custom fields appear when configured for jobs.
- Create job saves and opens the new record. Cancel leaves without saving.
New Callback Job also asks for Callback Cause. Log Fleet Maintenance, opened from a company-owned asset, shows Fleet Asset and Internal billing instead of a customer site and customer billing choices.
Contractor non-compete
Equipment on an active contractor non-compete rental requires a Contractor non-compete override reason. The reason is stored with the job; a flagged unit cannot be booked without it.
What it accepts
| Field | Format | Required | Rule |
|---|---|---|---|
| Service site | Search and pick | For customer work | Choose a customer, address or service site.; must be available to your company |
| Summary | Text | Yes | Enter a one-line summary of the job. |
| Job Type / Billing Type | Listed choice | Yes | Choose the job type. / Choose the billing type. |
| Equipment / Project Phase | Pick a record | No | The selected record must be available to your company; a gated phase can refuse booking |
| Assign Technician | Listed staff member | No | Requires a start: Pick a start time to assign a technician. |
| Scheduled Start / End | Date and time | No | Invalid times are refused; end must be after start. Missing end uses the job/branch duration default |
| Customer PO | Text | No | At most 80 characters; surrounding spaces are trimmed |
| Not-to-exceed cap | Positive dollars, at most two decimals | No; T&M only | Enter a positive dollar amount with at most two decimals.; maximum $21,474,836.47 |
| Callback Cause | Listed cause | For callbacks | Choose the callback cause. |
| Fleet Asset | Company-owned equipment | For internal work | Internal fleet work requires a company-owned asset. |
| Override reason | Text | When the rental or full arrival-window gate requires it | A blank reason does not authorize an override |
| Custom fields | Configured formats | As configured | Invalid values reject the save |
Dates use the selected branch's time zone, falling back to the company's. Internal fleet work provisions its internal customer/site; it does not require picking a customer site on this form.
How to configure it
Branches set ownership, time zone and scheduling overrides. Scheduling defaults set visit length; arrival-window settings supply windows and capacity. Staff records supply assignable technicians and owners. Call-out fee settings can add a configured fee at booking. Lead sources and custom fields supply company-specific choices. Equipment determines the inferred trade and any contractor non-compete gate.
Who can see it
This screen sits behind the Jobs area. Owners, office managers and dispatchers can open it with the standard roles. Technicians use their assigned jobs in the field app. Custom roles and branch scope can narrow access. A direct link does not bypass those checks.
See Roles & permissions.