Using JOB TYPE to Save Time and Improve Accuracy
Formitize are all about saving you time and improving efficiencies. If you are dispatching jobs with us, you are going to really love this one!
A new feature has just been added to the Formitize New Job creation page called “Job Type.”
You can now select a Job Type from the dropdown and many elements of the Create New Job page will instantly auto-populate with your pre-set options.
The new Job Type feature enables a range of pre-set defaults to auto-populate the New Job creation page including Title, Description, Color, Duration, Priority, Forms to auto attach and Assignable Groups. This will improve consistency, dramatically accelerate the job creation and dispatch process and help ensure nothing is missed.
Here are the new pre-set defaults under the new Job Type feature:
Job Type - a short description to identify the type of job. For example for a General Preventative Maintenance Inspection, you might use “GeneralPM.”
Description - A more detailed description of the Job Type in a format suitable to auto-populate your invoices and communications with clients. In this example you might use, “General Professional Preventative Maintenance and Asset Condition Inspection.”
Color - Colors often help to immediately identify a Job Type both in the App and in the Scheduler. You can assign each Job Type a specific color to help with visual recognition.
Duration - You can set a default duration for each different Job Type. This will allow a specific period of time to be assigned in the Job Dispatch and the Scheduler.
Priority - Set a default Priority for each Job Type. For example an emergency callout could be assigned a priority of 10. This can determine where it appears in the Job list.
Forms - You can select the Form/s that you would like to automatically attach to each different Job Type.
Groups - You can determine what User Groups are able to receive each Job Type. This prevents you dispatching jobs to users that are not qualified or competent to perform the job.
Manual Override and Setting Adjustments
Once your Job Types have been set up, the next time you create a New Job, select the Job Type from the Job Type drop down menu and all related elements will auto-populate. You can still manually over-ride your pre-set conditions in the New Job page and you can add / edit and remove your Job Types in the Job Type Settings.
Add New Job Type
To add a new Job Type, select “Add New” from the drop down list and a popup window will appear to collect required details.
Edit and Delete Job Types
You can Edit and Delete the Job Types by selecting the Edit or Delete icons.
Job Types - another Formitize innovation to help you improve efficiency.
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