Overview
The Job Navigator is your command centre for managing the life story of a job — from “Hey we’ve got a job!” to “Invoice sent, happy days!”
You can set up multiple workflows for different types of jobs
Each workflow has statuses — think of them as key steps or checkpoints
Every status can have instructions, rules, and even auto-send emails or SMS when changed
See Things in Action
You may watch this video instead.
Step 1: Create a Job Workflow
Workflows define how a job moves through your system.
Click on the cog icon on the top right-hand side of FieldInsight, and click "Job Navigator"
To add a new workflow, click on the Workflow (Edit) button
Click on + Item
Enter the name of the workflow.
You may set it to Default if you want this to be defaulted every time you create a new job.
Click on Create
Select your new workflow from the list of workflows
Step 2: Add Statuses to Your Workflow
Statuses are the steps in your job journey — like “Scheduled”, “In Progress”, "Completed".
On your new workflow, click on + Job Status
Enter the following basic details:
Name - Name it clearly (e.g., “Waiting for Parts”)
Technician Guide - instructions for the Technicians
Scheduler Guide - instructions for the Schedulers
Set a colour for quick visual reference
Optional Settings (tick what fits your process):
Tip: Not all options need to be enabled. Choose only the settings that match how you want your jobs to progress.
For all job types
Choose whether this status applies to all job types or only selected ones.At least one technician is selected on the Job
The job cannot be saved in this status unless at least one technician is assigned.Disallow technicians to select this status on jobs with incomplete tests
Technicians cannot change a job to this status if any assigned asset tests are still incomplete.Allow worker set job to this status
Makes this status available for technicians to select.Make jobs with this status visible for worker
Jobs in this status will be visible to technicians.Tech notes mandatory for worker
Technicians must enter notes when changing a job to this status.At least one invoice is mandatory for this job status
An invoice must be created before the job can be moved to this status.At least one payment must exist on each Invoice for this job status
At least one payment must be recorded on the invoice before the job can be moved to this status.This is a tech finished status - all split jobs will be set to this status
When this status is applied, all related split jobs will automatically be set to the same status.Archive jobs in this status
Jobs will be moved to the Archived Jobs list when changed to this status.State
A system-defined state linked to this status. This is used for filtering and other system logic.
Click Save
Step 3: Set Up the Job Types (OPTIONAL)
Your account already has some standard job types (Repair, Installation, Call-Out). You can update or add more to suit your business.
Why care about Job Types?
They show custom fields specific to the job
They determine what workflows are available when scheduling
They trigger emails or SMS
They help with profit reporting
You can even colour-code them on the calendar so they pop
To setup your job types:
Click on the cog icon on the top right-hand side of FieldInsight, and click "Settings"
In the left menu, navigate to Work → Jobs > Details
To add a new one, click on + Item
Give it a name, set a colour, and choose what workflows it belongs to.
Click on Create