Jobs Overview
Jobs are designed to streamline the management of service appointments and enhance operational efficiency for field service businesses.
Check out job templates if you're interested in automating more of the information that is added to jobs when creating them, otherwise, follow the next set of steps to build out your job.
Create a Job (HCP Web Portal)
Click the 'New' button in the top navigation bar and select 'Job' from the drop-down.
You can make the additional selections below from the New Job page or from the Job details page (accessible after saving the job):
Dispatch an employee
Choose a Job Template
After saving the job you will have the options to:
Select and edit the options provided above
Make any necessary edits to the customer, job, invoice, dispatch, payments, and schedule.
Please note: If you decide to enter the schedule when creating a new job, you will be required to assign and dispatch an employee before saving the job.
Customer Input
Click the search bar in the section labeled 'Customer'
For existing customers: Type the customer name, email, phone number, or address in the search bar and select the correct profile and address from the drop-down menu
For new customers: Click the blue '+New Customer'
Click 'Save' once you've selected the customer
To change the customer: You can quickly copy over the job information by selecting the wrench/gear icon in the upper-right corner to create a new job where you can select the appropriate customer.
To change the service address of the job: Click the 'Edit' pencil icon at the top right of the Customer section.
Scheduling
You can edit the scheduled job time by clicking the calendar/pencil icon to 'Edit the Appointment'.
To edit the time and date, drag and drop the blue job box to the desired time OR click directly on the blue job box (just once)
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Click 'DONE' once you've set the correct time & date.
NOTIFY CUSTOMER: This box will default to the customer profile notification settings
If you do not want your customer to receive the email and text notification confirming the scheduled job, you can un-check this box before clicking SAVE
EDIT TEAM: Click the Edit Team icon to select who will be assigned to the job
More than one employee may be selected
If no employee is dispatched in this section, the job will default to the person creating the job
ARRIVAL WINDOW: click the window icon and select the desired time frame
This window acts as a buffer and lets customers know roughly what time you (and/or your techs) will be arriving for the job
If you'd like to set it that window as your default moving forward, check 'Set arrival window as default' in the bottom left of the pop-up
RECURRENCE (if applicable): Select if this job is going to be a daily, weekly, monthly, or yearly recurrence
Lastly, click the blue 'SAVE' button in the upper-right corner after inputting all info.
Add Service Line Items
Type the service line item directly into the space provided to search your set Pricebook and select from the drop-down
You can continue typing to create a custom line item for a specific invoice
Click to edit the service line item, description, or price within the invoice (this will not change the item in your main price list)
Click the blue 'Save Job' button in the upper-right corner after inputting all info.
To learn more about adding service and material line items, you can review the article "Line items on Jobs and Estimates" in our Help Center.
Create a Job (HCP Mobile App- iOS)
To create a job from the HCP Mobile App on iPhone (iOS):
Tap the blue '+' icon located near the top right-hand corner of the screen.
Select 'Job' from the options provided in the pop-up window.
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Enter the applicable information for the job and click 'Save' located in the upper right-hand corner.
The next screen will take you to the job details page. From there you will be able to see all details previously entered by scrolling down.
You can also view the invoice associated with that particular job by clicking Invoice.
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Create a Job (HCP Mobile App- Android)
To create a job from the HCP Mobile App on Android:
Tap the green '+' icon located near the bottom right-hand corner of the screen.
Select 'New job.'
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Enter the applicable information for the job and save by clicking the checkmark located in the upper right-hand corner.
The next screen will take you to the job details page. From there you will be able to see all details previously entered by scrolling down.
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You can also view the invoice associated with that particular job by clicking Invoice.
Video Tutorial: How to Create a Job (HCP Web Portal)
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contact our Phone Support team at (858) 842-5746.