Job Management

How to Create a Simple or Project Job
Fieldmagic allows you to easily create different types of jobs in a few simple steps.  There are three (3) different types of jobs of jobs you can set-u...
Tue, 10 Sep, 2019 at 1:53 PM
How to Set Up a Project Template
Fieldmagic project jobs allow you to set-up a project based off a defined template you configure within the Settings area. This allows you to ensure all the...
Fri, 1 Nov, 2019 at 3:43 PM
How to Schedule a Job
In Fieldmagic a Job is made up of at least one or more 'Tasks' that need to be scheduled. This allows you to allocate different duties to differen...
Tue, 10 Sep, 2019 at 2:37 PM
How to Use Filters
Fieldmagic provides both standard system filters and advanced job filtering in the job list view in order for you to quickly see the various groups of jobs ...
Tue, 10 Sep, 2019 at 3:07 PM
How to View a Service Report for a Job
Step 1: Navigate to the Job To navigate to your job, either open the job in the Job List View or navigate through Customers > Sites >Jobs Step...
Fri, 1 Nov, 2019 at 1:27 PM
How to View Open Jobs Against a Site
Step 1: Navigate to a Site To navigate to a Site, either open the Site in the Site List View or navigate through Customers > Sites. You can also use ...
Fri, 1 Nov, 2019 at 1:42 PM
How to Use a Custom Location for a Job
Fieldmagic allows you to set a Custom Location for a job in an instance where the job is carried out for a Site/Location that does not match the actual addr...
Mon, 4 Nov, 2019 at 2:43 PM
How to Set-Up a Recurring Inspection Maintenance Job
Fieldmagic allows you to define multiple recurring service schedules per Site in order to streamline the management of routine tasks, inspections and mainte...
Thu, 10 Sep, 2020 at 1:01 PM
Example Workflow Video: Creating a Site and Job in One Step and Linking an Asset
Fieldmagic provides a quick convert option to quickly set up a Customer, Site and Contact, and Optionally a Job in one easy step. The below video will expla...
Fri, 8 Nov, 2019 at 2:53 PM
How to Quickly Complete a Task on Mobile
Fieldmagic allows you to quickly close a task on your mobile app in the following way: Step 1: Long Press Task Long press the task you'd like t...
Wed, 13 Nov, 2019 at 3:54 PM