Job Workflow

The Job Workflow represents the structured sequence of stages a job goes through from creation to completion within the system. It defines how a job progresses, who is responsible at each stage, and what actions are required, ensuring consistent management and tracking of all field service activities.

New

A new job is logged in the system with all relevant details.

Assigned

Technicians or service engineers are assigned to the job. When user clicks on this stage it’s mandatory to add at least one assignment, hence the screen below to add new assignment is popped up automatically.

Enroute

The Enroute status indicates that the assigned technician or service engineer is on the way to the job location. This status is used to provide visibility to dispatchers, coordinators, and customers that the technician has started traveling and will arrive soon.

Onsite

The On-Site status indicates that the assigned technician or service engineer has arrived at the job location. At this point, the technician is physically present at the site but has not yet officially started the active execution of the job tasks.

In Progress

The In Progress status indicates that the technician or service engineer has started actively working on the job at the site. This stage captures the execution phase of the job, where tasks, checklists, and any required work are being completed.

Here users will ask to add the start date of the job which will be the actual start date.

Completed

The Completed status indicates that all tasks associated with the job have been finished by the technician or service engineer. At this stage, the job is considered fully executed, and no further on-site work is required.

Once filled and save, a feedback window will be opened where users can add feedback against the same.

Queued

The Queued status indicates that a job has been created and entered into the system but has not yet been assigned to a technician or scheduled for execution. It is waiting in the job queue to be processed.

Cancelled

The Cancelled status indicates that a job has been terminated and will not be executed. This can occur due to customer requests, scheduling conflicts, or other operational reasons.