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Job Management

Create And Schedule Jobs Efficiently In FieldMagic

Walk through how to create and schedule a job in FieldMagic.

Step-by-step instructions

  1. Step 1

    Walk through how to create and schedule a job in FieldMagic.

  2. Create And Schedule Jobs Efficiently In FieldMagic - step 2
    Step 2

    Head to the left-hand navigation and select the Job Wizard.

  3. Create And Schedule Jobs Efficiently In FieldMagic - step 3
    Step 3

    Enter the name of your customer. FieldMagic will search for existing customers as you type.

  4. Create And Schedule Jobs Efficiently In FieldMagic - step 4
    Step 4

    Select a matching customer from the suggestions, or add a new one. The address will be picked up automatically.

  5. Create And Schedule Jobs Efficiently In FieldMagic - step 5
    Step 5

    Click Next to proceed to the following step.

  6. Create And Schedule Jobs Efficiently In FieldMagic - step 6
    Step 6

    Add contact details or skip this step if not needed.

  7. Create And Schedule Jobs Efficiently In FieldMagic - step 7
    Step 7

    Choose from your job templates and set the job type, billing type, and summary.

  8. Create And Schedule Jobs Efficiently In FieldMagic - step 8
    Step 8

    Set the required job skills for scheduling, estimated hours, and any assets or checklists.

  9. Create And Schedule Jobs Efficiently In FieldMagic - step 9
    Step 9

    Click Next then create the job, schedule it immediately, or open the work order for fixed price items.

  10. Create And Schedule Jobs Efficiently In FieldMagic - step 10
    Step 10

    Your job is created and ready to go.

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