Creating and Managing Jobs
Learn how to create and manage service jobs in RefriTrak.
Creating and Managing Jobs
Jobs represent service work performed for customers. Each job tracks the customer, location, service type, and equipment involved.
Creating a New Job
Navigate to Jobs
- Click Jobs in the left sidebar
- Click Create Job button
Step 1: Select Customer
Choose the customer for this job:
- Search by customer name
- Select from your customer list
- Click Next to continue
Step 2: Enter Job Details
Location (Required):
- Select where the work will be performed
- Choose from customer's locations
- Or create a new location
Service Type (Required):
- Installation - New equipment installation
- Repair - Fixing equipment issues
- Maintenance - Routine service
- Demolition - Equipment removal
- Leak Repair - Fixing refrigerant leaks
- Inspection - Equipment inspection
Initial Note (Optional):
- Add any relevant details about the job
- Notes about customer requests
- Special instructions
Step 3: Select Units (Optional)
Choose equipment to service:
- Select one or more units
- You can add units later if needed
- Click Next to continue
Complete Job Creation
Click Create Job to finish.
Viewing Job Details
Open a Job
- Go to Jobs in sidebar
- Click on any job to view details
Job Information Shows
- Customer name
- Location and address
- Service type
- Created date
- Current status
- Assigned units
- Appointments
- Notes
Editing Job Information
- Open the job detail page
- Click the menu icon (three dots)
- Select Edit Job
- Update information
- Click Save Changes
Adding Units to Jobs
From Job Detail Page
- Open the job
- Scroll to Units section
- Click Add Unit
- Select unit from customer's equipment
- Unit appears in job's unit list
Managing Job Notes
Adding Notes
- Open the job detail page
- Scroll to Activity Log section
- Click Log Activity
- Type your note/log
- Click Save
Logs are useful for:
- Recording work performed
- Customer communications
- Issues discovered
- Parts needed
- Follow-up items
Job Status Overview
Jobs progress through different statuses:
PENDING:
- Newly created job
- Waiting to be scheduled
- Default status for new jobs
SCHEDULED:
- Appointment has been set
- Date and time confirmed
- Technicians assigned
IN_PROGRESS:
- Work has started
- Technician is on-site
- Active job
COMPLETED:
- Work is finished
- All tasks done
- Ready for review
CANCELLED:
- Job was cancelled
- Work not performed
- Can include cancellation reason
ARCHIVED:
- Old completed jobs
- Removed from active list
- Still searchable
Finding Jobs
Search Bar
Search by:
- Customer name
- Location
- Job details
Best Practices
Complete Job Information
Always include:
- Customer (required)
- Location (required)
- Service type (required)
- At least one unit (recommended)
Use Activity Log
Document:
- Work performed
- Parts used
- Refrigerant added/removed
- Issues found
- Customer requests
Update Status
Keep job status current:
- Change to SCHEDULED when appointment is made
- Update to IN_PROGRESS when work starts
- Mark COMPLETED when finished
Common Questions
Q: Can I create a job without selecting units?
A: Yes, you can add units later from the job detail page.
Q: What's the difference between COMPLETED and ARCHIVED?
A: COMPLETED means work is done. ARCHIVED removes the job from your active list but keeps it searchable.
Q: Can I change the customer on a job?
A: Yes, edit the job and select a different customer.
Q: How do I delete a job?
A: Jobs cannot be deleted. Mark them as CANCELLED if they won't be performed.
Next Steps
After creating jobs:
- Schedule Appointments: Set date and time for work
- Record Work: Add notes and document what was done
- Track Status: Update as work progresses
Related Guides: