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Creating jobs

Jobs are the core of FSM Navigator. Every piece of work you schedule, assign, and track is a job. Whether it's a routine maintenance visit or an emergency repair, creating a job is always your first step.

Create a job from the dashboard

  1. Open your Owner or Dispatcher dashboard.
  2. Click the Create Job button in the top-right corner.
  3. Fill in the job form using the fields below.
  4. Click Save to create the job.
Field Required Description
Customer Select an existing customer or create a new one inline.
Service location The address where the work will be performed.
Job title A brief description — for example, "Furnace maintenance".
Priority Choose Low, Medium, High, or Urgent.
Scheduled date The date and time the job should be performed.
SLA due date The deadline by which the job must be completed. Powers auto-assignment and workload rebalancing.
Description Detailed notes about the scope of work.
Assigned technician Assign a technician now, or leave blank to assign later.

Quick-create shortcut

You can create a job with just the three required fields — customer, location, and title — and fill in the rest later from the job details page.

Create a job from the Jobs page

  1. Click Jobs in the sidebar navigation.
  2. Click the + Create Job button at the top of the job list.
  3. Complete the same form described above.
  4. Click Save to add the job to your queue.

Same form, different starting point

The job creation form is identical whether you open it from the dashboard or the Jobs page. Use whichever workflow fits your routine.

Assign a technician

You can assign a technician when you create a job or at any point afterward.

Manual assignment

Select a technician from the Assigned technician dropdown. The list shows all active technicians in your company along with their current workload.

Auto-assignment (Pro and Enterprise)

Enable auto-assignment in your company settings and let the system choose the best technician based on:

  • Skills — matches technician qualifications to the job type.
  • Location — prioritizes technicians closest to the service address.
  • Workload — balances assignments across your team.

Reassign a job

Open the job details page, click the current technician name, and select a new technician from the dropdown. The previous technician is notified automatically.

Reassigning in-progress jobs

If you reassign a job that is already In Progress, the original technician receives a notification and loses access to any uploaded job images. Make sure to communicate the change with your team.

Set priority levels

Every job requires a priority level. Choose the one that best reflects the urgency of the work.

Priority When to use Visual indicator
Low Routine maintenance or non-urgent follow-ups Blue
Medium Standard service calls and scheduled work Yellow
High Important jobs that need prompt attention Orange
Urgent Emergencies or time-sensitive repairs Red

Priority and SLA work together

Every job should have both a priority level and an SLA due date. The auto-assignment engine uses the SLA deadline to prioritize urgent work and the rebalancing system redistributes jobs when deadlines are at risk.

Add job details

After creating a job, you can enrich it with additional information from the job details page.

  • Description and notes — Add detailed work instructions, customer preferences, or safety information.
  • Attach images — Upload photos of the job site, equipment, or issues reported by the customer.
    • Pro plan: up to 10 images per job.
    • Enterprise plan: up to 20 images per job.
  • Add parts from inventory (Enterprise) — Link parts and materials to the job so technicians know what to bring.
  • Set the SLA timer — Define a deadline for completion. The timer is visible on the job card and in the mobile app.

Creating jobs by platform

  1. Log in to FSM Navigator in your browser.
  2. Navigate to Jobs in the sidebar or use the Create Job button on the dashboard.
  3. Complete the job form with the required and optional fields.
  4. Click Save.
  5. The new job appears in the job list and on any assigned technician's schedule.
  1. Open the FSM Navigator mobile app on your device.
  2. Tap the + button on the Jobs screen.
  3. Fill in the job details — the mobile form mirrors the web version.
  4. Tap Create Job.
  5. The job syncs automatically and appears in the web dashboard.

Technician job creation

Technicians can also create jobs directly from the mobile app. This is useful for field staff who discover additional work while on site — for example, a technician performing a furnace inspection who notices a water heater issue.

Frequently asked questions

What's the difference between scheduled date and SLA due date?

The scheduled date is when the job is planned to happen — think of it as the appointment time. The SLA due date is the absolute deadline by which the job must be completed. A job can be scheduled for Tuesday but have an SLA due date of Friday, giving your team flexibility while still enforcing accountability.

Can I create a job without assigning a technician?

Yes. You can create a job and leave the technician field blank. Unassigned jobs appear in the Pending queue where a dispatcher can assign them later — either manually or through auto-assignment.

How do I create multiple jobs at once?

If you need to create many jobs from a spreadsheet or external system, use the Bulk Import feature available on Pro and Enterprise plans. Navigate to Jobs → Import and upload a CSV file with your job data.

Can technicians create jobs from the mobile app?

Yes. Technicians with mobile app access can create new jobs directly from their device. This is especially useful when a technician discovers additional work during an on-site visit. The job is created under your company and follows the same approval workflow.

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