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Creating a Job

Jobs represent executable work in the system.

They are the bridge between planning (projects, tasks, proposals) and execution (scheduling, dispatch, field work).

When to Create a Job​

Create a job when:

  • Work needs to be scheduled or dispatched
  • Field crews need a defined task
  • Location-based work needs to appear on maps
  • A project moves from planning into execution

Jobs are often created:

  • From a project
  • From a task or deliverable
  • During scheduling or dispatch workflows

What a Job Connects​

A job may be linked to:

  • A project
  • A task
  • A deliverable
  • A location (point and/or area)

Jobs are what get scheduled, assigned, and tracked.

Job Creation Flow​

  1. Open the New Job popup
  2. Enter job details (title, target, notes)
  3. Optionally define a job location
  4. Save the job

Once created:

  • The job appears in job lists
  • It can be scheduled
  • It can be assigned to resources
  • It appears on maps

Geometry Behavior​

Jobs can either:

  • Inherit project property geometry, or
  • Define their own location

If no booking-specific geometry exists, the job’s geometry is used for map views and planning.

Editing Jobs​

Jobs can be edited at any time to:

  • Update details
  • Adjust geometry
  • Change scheduling windows
  • Update status

Deleting a job removes it permanently.

Summary​

Jobs are where planning becomes action.

They define what needs to be done, where it happens, and when it should occur, forming the backbone of scheduling and execution workflows.