Create a Job

Jobs in ServiceCore allow you to schedule and track one–time or repeat services for your customers. Unlike rentals, jobs do not involve leaving equipment on site. Common non-rental jobs include septic or grease pumping, inspections, maintenance, or service on customer-owned units.

Jobs also allow you to use systems, which help track important customer system information and service volumes for each job.

In this article we'll walk through the steps on creating a non-rental job. For information on creating a rental job, check out our Create a Rental and Add Jobs to a Rental articles.

Before You Start

Here are a few things to know before you continue:

• You must have a service or septic Job Type in order to create a non-rental job.
• To see if you have user permissions to create jobs, please review this article.
• Recommended items to already have setup in ServiceCore:
  • Customer for the job.
  • Job site for the service.
  • System at the site (for services like septic or grease pumping.)
  • Services to include in the job.

Create a Job

There are several different locations in ServiceCore where you can start the process of creating a job. Regardless of where you start, the workflow will be relatively the same, but we suggest starting the process from a customer’s overview page.

To create a job:

1. Click the “+” icon in the top right corner.

2. Select “Create Job” in the drop-down menu.

   
   
    

3. Provide a P.O. Number and Job Name. (Optional)
4. Click into the Customer search box and enter the full or partial customer name to search for the customer.

5. Select the customer in the list that appears.

   
   
    

6. Click into the Site search box to view a list of sites associated with the customer.

7. Select the site in the list that appears.

   
   
    

8. Click into the System drop-down and select a system. (Optional)

   
   
    

9. Select a Septic or Service Job Type.
10. Select a Date for the job.
    • If the job date is flexible, click “Schedule Suggestion” after selecting a date to view technician availability. To learn more, please review this article about getting schedule suggestions.
11.  Assign a Technician for the job. (Optional) If you do not assign a technician for the job, it will appear as unassigned on your Schedule.
12.  Enter a Time Window for the expected time window for the technician to arrive. (Optional)
13.  Add a job Duration. (Optional)
    • To learn more about job durations, please review this article.
14. Mark the job as an Emergency Job when immediate attention is required. This flags the job on the Schedule and in the mobile app. (Optional)

15. If this will be a repeat service job, check the box next to “Repeat Job.”(Optional)

    
    
     

16. After checking the box for Repeat Job, in the pop-up that appears, fill out the Every section for how often the service job should repeat. Depending on your selection, you can further customize using the “Repeat On” option.
    • If you have routes set up in your account, and select a weekly frequency, you can click "Recommend Route" to add your repeat job to one of your saved routes. To learn more about routes, please review this article on creating routes.
17. Select a start date in the From field. This will default to the date selected for the Service Job. 
18. If you know when the Repeat Job should end, add the date in the Until field.

19. Click “Confirm” to save your Repeat Job Schedule.

    
    
     

20. Click into “What services need to be done?”, search and select any services needed for the job. These will appear to your technician for this job in the mobile app.
21. Enter any Driver Notes for your technician to know about the delivery job. (Optional)
22. Add or update the Disclaimer and Customer Signature section. (Optional)
23. Check the box to Send Email to Customer as a confirmation. (Optional)

24. Click the “Save” button to create the job.

    
    

After saving, the job will appear on the Schedule and in the customer’s profile.

 

If you have any questions, please reach out to our Support team through the chat widget on the bottom of this page or by sending an email to support@servicecore.com!