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WorkWing Docs

Jobs

A job is one piece of work at a customer site: an install, a repair, a service visit. It is the record everything else hangs off, so this is the section to read first.

Every job has a customer, a job type, a status and a job number. Once you set them it also has a time and one or more people on it. Along the way it collects a priority, notes, attachments, parts, the answers to whatever fields the job type asks for, and a history of every status change.

Two ways to look at your work

Section titled “Two ways to look at your work”

Jobs is the list. Search it, filter it, sort it, open a record. Use it to find something.

Dispatch is the dispatch console: the same work on a map and a timeline, with a panel for editing a job without leaving the board. Use it to plan a day and move work around.

The jobs list

Section titled “The jobs list”

The table shows the job number (and its title above the number, when the job has one), the customer, the job type, the status, the project it belongs to, its scheduled window, who’s on it and the priority. A job whose scheduled end has passed while it’s still open gets an Overdue badge next to the window.

Above the table you can:

  • Search by job number, job title, customer or job type.
  • Narrow by Status. Tick as many as you like.
  • Turn on Overdue only.
  • Switch between all work, ordinary jobs and projects.
  • Set a date range on the scheduled window.
  • Turn Include project jobs off to hide the jobs that belong to a project and leave only standalone work. It’s on to start with.

Tick the box on any row and a bar appears above the table: add the selected jobs to a project, create a project from them, or cancel them together. Sorting works from the column headers, and 50 rows show at a time.

The counter next to the brand filter is how many jobs you’ve used against your plan’s allowance for this billing period. See Plan limits and overage.

Job numbers

Section titled “Job numbers”

WorkWing gives every job a number the moment it’s created, in the format the brand uses. Change the format and only new jobs get it; existing jobs keep the numbers they have. See Job settings.

Where jobs come from

Section titled “Where jobs come from”
  • Your office, from Create Job on the dashboard, the jobs list or the dispatch console.
  • A recurring schedule, which creates each visit for you. See Recurring jobs.
  • An observation, when someone triaging what the field reported decides it’s worth doing. See Triaging observations.
  • A spreadsheet, through data import, which also takes jobs you finished long ago.
  • Your own software, through the API. See The API.

Your engineers don’t create jobs from the app. What they send in is an observation, and the office decides whether it becomes a job.

Jobs that run over several days

Section titled “Jobs that run over several days”

A job can be scheduled across more than one day, 14 at most. It then shows on the dispatch board on every day it covers, labelled with which day of the run you’re looking at. For work longer than that, or for a batch of visits that share a window and a crew, use a project instead.

Who can do what

Section titled “Who can do what”

Creating, editing and assigning jobs needs the Operator, Operations Manager, Brand Administrator or Tenant Admin role. Deleting a job needs Brand Administrator or Tenant Admin. Someone with the Resource role can open jobs but not create, edit or assign them; they work their own jobs from the mobile app, which Working a job walks through.

What’s next

Section titled “What’s next”