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Jobs

Jobs are the heart of FSM Navigator. Every service call, maintenance visit, and repair you schedule flows through the jobs system — from creation to assignment, completion, and invoicing.

Dashboard navigation

When you open the Jobs dashboard, you see navigation tabs at the top. Each tab organizes jobs and team information differently:

Tab What it shows Who can see it Learn more
Active Jobs Jobs currently pending, assigned, or in progress All users This page + Job statuses
Team Board All technicians and their assigned jobs at a glance Management users Team Board guide
History Completed, cancelled, and declined jobs All users History guide
Skill Categories Technician certifications used by intelligent dispatch Enterprise plan Skill Categories guide
Service Requests Customer-initiated requests (if enabled) Pro plan and above Service Requests guide

Active Jobs is the default view — your starting point for creating, assigning, and tracking jobs. Use the other tabs to monitor team capacity, review past work, and manage advanced matching rules.

What you can do with jobs

  • Create jobs

    Build a work order with customer details, priority, schedule, and notes.

    Create a job

  • Track job statuses

    Follow every job through its lifecycle — Pending, Assigned, In Progress, Completed, and more.

    Job statuses & workflow

  • Kanban & calendar views

    Switch between list, Kanban board, and calendar views to manage and dispatch jobs visually.

    Views & boards

  • SLA timers

    Set service-level deadlines on every job and track countdown status in real time.

    SLA timers

  • Job images

    Upload photos for before-and-after documentation and proof of completed work.

    Job images

  • Job parts

    Track parts and materials used on a job, with optional inventory integration.

    Job parts

  • Recurring jobs

    Automate routine work by scheduling jobs that repeat daily, weekly, monthly, or on a custom cycle.

    Recurring jobs

  • Auto-assignment

    Let the system automatically assign the best technician based on skills, location, and workload.

    Auto-assignment

  • Dispatcher notes

    Add public or private notes to jobs for team communication and customer updates.

    Dispatcher notes

  • Booking windows

    Set preferred arrival and service time windows to coordinate scheduling with customers.

    Booking windows

Key concepts

Concept Description
Priority Every job has a priority level — Low, Medium, High, or Urgent — so your team focuses on what matters most.
Assignment Assign a technician manually or let the system choose the best match automatically (Pro and above).
SLA timer Set a deadline for job completion. The timer tracks time remaining and alerts your team when a job is at risk.
Status workflow Jobs follow a defined lifecycle with allowed transitions, so no step is skipped.
Recurring jobs Schedule jobs that repeat on a daily, weekly, or monthly basis (Pro and above).
Job continuity When a technician is reassigned or unavailable, job continuity preserves notes, photos, and progress so the next technician picks up exactly where the last one left off (Pro and above).

Getting started with jobs

If you are new to FSM Navigator, follow these guides in order:

  1. Create your first job — a step-by-step tutorial
  2. Creating jobs — the complete how-to guide
  3. Job statuses & workflow — understand the job lifecycle