Service Jobs
Service Jobs are the top-level containers for organising field work. Each job represents a piece of work — an installation, inspection, maintenance visit, or project — and contains one or more Job Lines for the individual tasks within it.
Navigating to Service Jobs
From the sidebar, navigate to Services → Jobs. This opens the Jobs tracker view.
You can also access jobs directly via the URL: /e2e/[org]/services/jobs
The Jobs Tracker View
The Jobs tracker displays all service jobs in a searchable, filterable table.
Searching and Filtering
- Search bar — Search by job reference, title, customer name, or other fields
- Column filters — Click column headers to filter by specific values
- Sort — Click column headers to sort ascending or descending
- Saved views — Save your preferred filters and column layout for quick access
Table Columns
The columns shown depend on your organisation's configuration. Common columns include:
| Column | Description |
|---|---|
| Ref | Auto-generated job reference number |
| Title | Job title or description |
| Customer | Associated customer or business |
| Status | Current job status |
| Assigned To | Team member responsible |
| Scheduled Date | When the work is planned |
| Created | Date the job was created |
Creating a New Service Job
- Click the + New button at the top of the jobs tracker
- Fill in the job details:
| Field | Description | Required |
|---|---|---|
| Title | A clear name for the job (e.g., "Boiler Room Inspection - 123 Main St") | Yes |
| Customer | Select the associated customer or business | Depends on config |
| Description | Detailed description of the work required | No |
| Status | Initial status (typically "Open" or "Scheduled") | Yes |
| Assigned To | Team member responsible for the job | No |
| Scheduled Date | When the work should be carried out | No |
| Notes | Internal notes for the team | No |
- Click Save to create the job
Additional fields may be available depending on your organisation's configuration.
Job Detail Page
Click on any job row to open the detail page. The layout is divided into:
Left Panel — Job Details
The main content area shows all the job's field values. You can edit fields directly from this view.
Right Panel — Actions and Job Lines
The right panel contains:
- Actions card — Status changes, editing, and other operations
- Job Lines card — Lists all job lines belonging to this job, with a button to add new ones
Editing a Job
- Open the job detail page
- Click Edit or click directly on a field value
- Make your changes
- Click Save
Changes are saved immediately and reflected across the system.
Managing Job Lines from a Job
The Job Lines card on the job detail page shows all lines associated with the job.
Viewing Job Lines
Each job line is displayed as a row showing:
- Title
- Status
- Assignee
- Scheduled date
Click any job line to navigate to its detail page.
Adding a New Job Line
- Click + Add Line in the Job Lines card
- Fill in the job line details (see Job Lines for field descriptions)
- Save the job line
The new line appears in the Job Lines card and inherits the job's reference.
Job Line Statuses
Job line statuses flow up to the parent job. When all job lines are complete, the job can be marked as complete.
Job Status Workflow
Jobs typically follow a status progression:
Open → In Progress → Completed
→ CancelledStatus transitions may be configured by your organisation. Some statuses may require all job lines to be completed first.
Tips
- Use descriptive titles — Include the site name or address so jobs are easy to find later
- Add notes — Internal notes help team members understand the context without a phone call
- Link to customers — Associating a customer lets you track all jobs for that customer in one place
- Check job lines — Before marking a job complete, verify all job lines and their surveys are done