Job Lines
Job Lines represent individual tasks or deliverables within a Service Job. Each line captures what needs to be done, who should do it, and when. Survey Sessions can be linked to job lines so that survey fields are automatically pre-populated with job data.
Understanding Job Lines
A single Service Job can contain multiple Job Lines. For example:
Service Job: "Annual HVAC Inspection - Acme Office"
├── Job Line: "Inspect rooftop units"
├── Job Line: "Survey ground floor air handlers"
├── Job Line: "Check fire dampers"
└── Job Line: "Test emergency ventilation"Each job line is a standalone task with its own assignee, schedule, status, and notes. When a survey is needed to collect data for a task, you link a Survey Session to the job line.
Creating a New Job Line
Job Lines are created from a parent job's detail page:
- Open the Service Job that the line belongs to
- In the Job Lines card on the right panel, click + Add Line
- Fill in the job line details
- Click Save
Job Line Fields
| Field | Description | Required |
|---|---|---|
| Title | Clear name for the task (e.g., "Inspect boiler room") | Yes |
| Description | Detailed description of what needs to be done | No |
| Assignee | Team member responsible for this task | No |
| Scheduled Date | When the task should be carried out | No |
| Completed Date | When the task was finished | No |
| Status | Current status of the task | Yes |
| Notes | Internal notes and observations | No |
| Job Reference | Automatically inherited from the parent job | Auto |
Additional fields may be available depending on your organisation's configuration.
Job Line Detail Page
Click on a job line from the parent job's detail page to open the job line detail view.
Breadcrumb Navigation
The top of the page shows breadcrumb navigation back to the parent job:
Services → Jobs → [Job Title] → [Job Line Title]Parent Job Badge
A badge displays the parent job's reference number, linking back to the job detail page.
Left Panel — Job Line Details
Shows all field values for the job line. Fields can be edited directly.
Right Panel — Actions and Survey Sessions
The right panel contains:
- Actions card — Status changes, editing, and other operations
- Survey Sessions card — Lists all survey sessions linked to this job line
Linking Survey Sessions to Job Lines
The Survey Sessions card on the job line detail page shows any surveys associated with this task.
Creating a Linked Survey Session
- Open the job line detail page
- In the Survey Sessions card, click + New Survey
- Select a survey template from the dropdown
- Optionally enter a session title
- Click Create
The new survey session is automatically linked to the job line. Metadata from the job line (title, assignee, dates, job reference) is available to pre-populate survey fields — see Pre-Populating Survey Fields below.
Viewing Linked Surveys
Each linked survey shows:
- Template name
- Status (Not Started, In Progress, Completed)
- Progress percentage
- Assignee
Click a survey to open the survey session detail page.
Pre-Populating Survey Fields from Job Line Metadata
When a survey session is linked to a job line, template builders can configure fields to be automatically pre-populated with job line data. This reduces duplicate data entry and ensures consistency.
How It Works
- The template builder configures a field's Default Value to use "Job line metadata"
- When a technician creates a survey session linked to a job line, the system checks for metadata defaults
- Matching metadata values are automatically filled into the survey fields
- The technician can still override any pre-populated value
Available Metadata Keys
| Metadata Key | Description | Example Value |
|---|---|---|
job_line_title | Job line title | "Inspect boiler room" |
job_line_description | Job line description | "Full inspection of all boiler room equipment" |
job_line_notes | Job line notes | "Access via rear entrance" |
job_line_status | Current job line status | "In Progress" |
scheduled_date | Scheduled date | 2026-01-15 |
completed_date | Completion date | 2026-01-16 |
assignee_name | Assigned team member name | "John Smith" |
job_ref | Parent job reference number | "JOB-2026-0042" |
Configuring Metadata Defaults
Metadata defaults are configured in the Survey Template builder. Template builders select which metadata key should pre-populate each field.
In Voice Mode
When a field has a metadata default, the AI mentions the pre-filled value:
"The inspection date is set to January 15th. Would you like to change it?"
The technician can accept the default or provide a different value.
Job Line Status Workflow
Job Lines typically follow a status progression:
Open → In Progress → Completed
→ CancelledStatus updates can be made from the job line detail page. When all surveys linked to a job line are completed, the line can be marked as complete.
Tips
- Be specific with titles — "Inspect rooftop unit RTU-3" is more useful than "Inspection"
- Add descriptions — Help technicians understand exactly what's expected
- Use scheduled dates — Dates flow into survey fields via metadata defaults, keeping records consistent
- Link surveys early — Create survey sessions from the job line before the technician heads to site, so they can download templates on mobile while still online
- Check survey completion — Before marking a job line complete, verify all linked surveys are done