Field service: the job pack

Field service adds a job pack to every job you plan in Dispatch (inside Shifts). It is on the Team plan and above, and needs Shifts. This applies where it is switched on for your workspace. Where it is off, nothing here appears.

For the dispatcher

• Open a job from the Dispatch board with Job pack. Add the customer's name, phone, email and the site address. The address is placed on the map once, when it changes.
• Start the worksheet from one of your Checklists, or add steps by hand. A step can ask for a photo or a reading.
• Set a call-out fee and the job's CRM client if you will invoice it.
• Route shows each crew's stops for the day on a plan of the area, numbered in a suggested order (nearest first, starting from the earliest booked visit), with Open route in Maps. It is a suggestion: the times you booked still rule.

For the technician

• Field service lists your jobs for the day. Each job pack has Call, Directions and On my way, which emails the customer once that you are coming.
• Tick the worksheet as you go, take photos with your phone's camera and type readings where asked.
• Start the visit timer logs your time on the job's project, like any timer.
• Add a part used takes the part off your van's stock straight away.
• When every step is done, with its photo and reading, Ask the customer to sign prepares a job report in Signatures with the customer as the signer. Send it from Signatures.

Invoicing the job

People who can make invoices see Create invoice. It makes one draft invoice for the job with the billable time logged on the job's project that day, the parts used and the call-out fee. A second press opens the same invoice. Parts need the job's CRM client set first.

Who sees what

• A job pack is open to the people on the job and to dispatchers who can see the job's project.
• Being on a job does not open its project: a technician sees the visit, not the project.
• Prices and the invoice are shown only to people who can make invoices.

Not yet

The job pack needs a connection; it does not work offline yet. On my way is an email, not a text message.