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Table of Contents

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What are Jobs?

Jobs are like Requests, but they can have a more complex workflow. For instance, Jobs can be allocated to field staff on the basis of the skills and equipment required to complete a Job. Jobs, like Requests, can also be connected to your organization’s assets. Jobs also support automatic time tracking and can be made a repeating job using a Recurring Schedule. Unlike requests, the term jobs cannot be replaced with another term.

Job Workflow

A job goes through the following process:

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If you have a large number of teams or you need to match jobs to vehicles, machines, tools, and/or qualifications that only some teams hold, then use the equipment Equipment and accreditation Accreditation options to narrow down the list of teams that your controllers can choose from when assigning a job. This controls who can carry out a job.

If you need to break up who can manage particular types of jobs then this can be done using the form permissions.

Job Assignees - Configuring Depots, Teams, and Users

Look at how Rey sets up Gruntify to match how the Beautiful Homes staff work currently. Notice that accreditations are attached to the staff member, equipment to teams, and teams to depots. Depots are required for jobs, so if you do not have a physical depot structure in your company, just make one depot and assign all teams to that depot.

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The City North team has a mulcher available to them, which the City South team doesn’t, so any jobs that need a large amount of mulching should be covered by the City North team, even if it is on the southside.

Setting up Regular Jobs - Assets and Recurring Schedules

Requests and Jobs all need a location. This may set using a latitude/longitude mark on the map, or via an asset. An asset is a geographically based record that models a real-world entity, such as a garden bed, a road, or a power pole.

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