Create your first job¶

Jobs are the core of FSM Navigator — they represent every piece of work your team performs. In this tutorial, you add a customer, create a job, assign it to a technician, and track it all the way to completion and invoicing.

Before you begin¶

Make sure you have the following in place before you start:

• An FSM Navigator account — If you have not registered yet, see Registration & Verification.
• You are signed in as an Owner or Dispatcher. Both roles can create and assign jobs.
• At least one technician on your team — You need someone to assign the job to. See Invite your team if you have not added team members yet.

Step 1: Add a customer¶

Every job is tied to a customer and a service location. If you already have customers in the system, skip to Step 2.

1. Open the Customers page from the sidebar menu.
2. Click Create Customer.
3. Fill in the customer details:

1. The address is automatically geocoded so your team can navigate to the job site.
2. Click Save to create the customer.

Step 2: Create a job¶

1. From the Dashboard or the Jobs page, click Create Job.
2. Fill in the job details:

1. Click Save to create the job. It starts in Pending status.

Step 3: Assign a technician¶

A job in Pending status is waiting for someone to work on it. To assign a technician:

1. Open the job from the Jobs page or click it on the dashboard.
2. In the job details, find the Assigned Technician field.
3. Select a technician from the dropdown list of available team members.
4. Click Save. The job status automatically changes from Pending to Assigned.

The assigned technician receives a notification and can see the job in their mobile app immediately.

Step 4: Track job progress¶

Once assigned, the job moves through a series of statuses as work progresses.

stateDiagram-v2
    [*] --> Pending : Job created
    Pending --> Assigned : Technician assigned
    Assigned --> InProgress : Work started
    InProgress --> Completed : Work finished
    InProgress --> OnHold : Waiting for parts
    OnHold --> InProgress : Parts available
    Pending --> Cancelled : Job cancelled
    Assigned --> Cancelled : Job cancelled
    Completed --> [*]
    Cancelled --> [*]

How updates happen¶

• Technicians update the job status from the mobile app as they start, pause, or finish work.
• Dispatchers and Owners monitor progress in real time from the dashboard. Status changes appear instantly.
• SLA tracking — The SLA due date drives the countdown timer, breach alerts, and powers the auto-assignment and rebalancing engines to prioritize urgent work.

Step 5: Generate an invoice¶

After a job is marked Completed, you can generate an invoice directly from the job:

1. Open the completed job.
2. Click Generate Invoice.
3. Review the invoice details — customer information, line items, and totals are pre-filled from the job.
4. Adjust amounts or add additional line items if needed.
5. Click Save to create the invoice.

You can then send the invoice to the customer by email or download it as a PDF.

Understanding job statuses¶

Use this reference table to understand what each status means.

Frequently asked questions¶

What's next¶

Now that you have created and completed your first job, explore these topics to get more out of FSM Navigator:

• Job statuses and workflow — Learn the full job lifecycle, including edge cases and best practices.
• Invite your team — Add dispatchers and technicians so your whole crew is on the platform.
• Recurring jobs — Set up repeating schedules for maintenance contracts and routine service calls.