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Job types

A job type is a reusable preset for a kind of work. Set one up for “Boiler service” or “Fibre install”, then pick it when you create a job and everything comes with it. In the API they’re job_templates, and a job names its job type in template_id.

Building your first one? Build a job type from scratch walks through it in order, from planning the two forms to trying the result on a phone.

What a job type sets

Section titled “What a job type sets”

Two forms, plus the settings that apply to every job made from it.

  • The Operator form is what your office staff fill in when they create or edit a job.
  • The Resource form is what the person on site fills in on their phone.
  • Estimated duration is how long the work usually takes. It fills in the duration on the create-job form, so a dispatcher gets the right end time without doing the sums.
  • SLA targets are the response and resolution times you’re working to, with different times for urgent, high and low priority work if you want them.
  • Required skills are what the auto-assignment engine looks for when it picks somebody for this kind of job.
  • QuickView fields are the details a dispatcher sees in the side panel on the dispatch console.
  • Allow extra parts lets the person on site add parts that weren’t planned.

Where they live

Section titled “Where they live”

Open Settings, pick the brand in the Scope selector at the top of the settings menu, then click Job types.

Job types belong to a brand, so each brand keeps its own list and you can’t share one between brands. If two brands do the same work, build it in each, or duplicate the whole brand and edit the copy.

Every new brand starts with one job type called General Job, ready for you to rename and fill in.

The list

Section titled “The list”

Each row shows the name, the description and whether the job type is active. The eye opens it, the pencil opens the form builder. Above the table, a counter shows how many job types you’ve used against your plan’s allowance, and Create Job Type starts a new one.

Plan Job types
Free 1
Basic 20
Standard 100
Professional 500

Active and inactive

Section titled “Active and inactive”

Only active job types appear when someone creates a job. Switching one to inactive takes it out of that list and leaves every job already made from it alone. That’s the way to retire a job type: you can’t delete one that jobs have been created from.

Editing a job type your team is already using

Section titled “Editing a job type your team is already using”

The two forms are copied onto each job as it’s created, so editing them changes what new jobs ask for and leaves jobs already in flight exactly as they were. The rest of the settings are read from the job type as it stands, so a change to the estimated duration, the required skills or the QuickView fields takes effect straight away. SLA deadlines are worked out when a job is created and again when it’s rescheduled.

Who can change them

Section titled “Who can change them”

Everyone can see job types, because you need one to create a job. Creating, editing and deleting them needs the Brand Administrator or Tenant Admin role.

What’s next

Section titled “What’s next”