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. Surveys 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 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.

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 Surveys

The right panel contains:

Actions card — Status changes, editing, and other operations
Surveys card — Lists all surveys linked to this job line

Linking Surveys to Job Lines

The Surveys card on the job line detail page shows any surveys associated with this task.

Link a survey to a job

Creating a Linked Survey

Open the job line detail page.
In the Surveys card, choose Add. The Add Survey page opens, with Linked To already set to this job line.
Enter a Title.
Choose a Template. Only published templates are listed.
Assignee starts as you. Change it to the tech who'll do the survey.
Choose Save.

The new survey 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 detail page.

Pre-Populating Survey Fields from Job Line Metadata

When a survey 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 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
                   → Cancelled

Status 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 surveys 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