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Configure your Job Details

The Job Details section in FieldInsight allows you to define the foundational settings for how jobs are created and tracked in your system.

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Written by Jeffry Juni
Updated over 3 weeks ago

Step 1: Navigate to the Settings Page

Go to Work > Jobs > Details
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Step 2: Set Starting Job Numbers

Define where your job numbering sequence begins and click the "Set starting number" button. Each job created after this will automatically increment from this starting point.

By default, the starting Job Number is 1, but you may set a different starting point.

Step 3: Configure Job Types

Categorize your work into specific job types (e.g., Installation, Reactive Service, Repairs, Maintenance, etc.) to make reporting and filtering easier.

Your account comes with some default job types based on trades and services businesses.
You can update them as relevant to your business.

Here are the usages of job types in FieldInsight:

  1. In FieldInsight, you can define Job Custom fields if there are things specific to your business/industry that you would like your schedulers and technicians to fill out.
    A job custom field can be associated with certain job types so that once you create a job, it will show you the relevant custom fields based on the job type.

  2. Job types can also be associated with your Job Workflows so when scheduling a job, you can only select the relevant job types based on the job workflow

  3. Job types can be used as one of the criteria for the Job Triggered Email/SMS

  4. Job types are also used for Profit Reporting calculations and data filtering capabilities within FieldInsight and CSV Exports.

  5. You can also assign a color to a Job Type so that it stands out on your Calendar Page

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To add a new one, click on + Item
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Enter the Job Type Name.
You can set a color.
You may associate this with all workflows or just with specific workflows.
Click on Create
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Step 4: Define Payment Methods

List all payment options available to your customers, such as Account, Credit Card, or Pinch.
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If you want to take payments online you may refer to this guide: Setting up eWay Integration

Step 5: Identify Customer Sources

Track how customers find your business (e.g., Website (SEO), Google SEM, Capterra, Referral, Trade Show) to better understand your marketing effectiveness.
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This setup ensures every job is correctly classified, numbered, and traceable, streamlining your workflow from creation to completion.

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