Add job form settings

The job form is the thing your office fills in dozens of times a day, and most businesses do not need every field on it. This screen decides what it asks for, and what it fills in by itself.

Settings → Modules → Work → Add Job Form Settings.

Each option is numbered, and the Guide Image down the right of the screen shows where that number lands on the actual form — so you can see what you are turning off before you turn it off.

The guide image: a Create New job form with numbered markers pointing at the schedule times, schedule display text, job code, custom fields, repeat, equipment and dispatch controls

Settings → Modules → Work → Add Job Form Settings

Time and duration

Add Job Form Settings, options one to ten: schedule start time, duration, all day, dispatch default, latitude and longitude, landmark, custom fields, equipment, recurring and job code

Settings → Modules → Work → Add Job Form Settings

1. Set Schedule Start Time decides what time a new job starts out with:

Option	What the form does
Current Time	Starts the job now. Right for work that is booked as it comes in.
Default scheduled start time	Always opens at a set time — 09:00, say — so the day is planned rather than stamped.
Delays in Hour(s)	Starts a set number of hours from now. Use it when there is always lead time between taking a job and doing it.

2. Duration is the gap between the start and end time — 01:00 Hr gives every new job an hour until somebody changes it. Both this and the start time are only the starting position; either can be edited on the job.

3. All day turns jobs into all-day work. Switch it on and the job shows as All day in the job list and on the scheduler instead of occupying a time slot, with Day Start Time and Day End Time setting the working window it fills.

The rest of the form

Add Job Form Settings, options four to fourteen: dispatch default, latitude and longitude, landmark, custom fields, equipment, recurring option, job code, schedule text, auto-select client equipment, link additional form and tools

Settings → Modules → Work → Add Job Form Settings

#	Setting	What it does
4	Job Dispatch On/Off default Settings	Whether Dispatch arrives ticked, so a saved job goes straight to the engineer. See dispatching a job.
5	Enable latitude and longitude field	Adds coordinate fields to the job and client forms, for sites a street address does not find.
6	Enable landmark field	Adds a landmark line — behind the petrol station — for the same problem in a different way.
7	Show custom fields on Add/Edit Job Form	Whether your job custom fields appear while the job is being written.
8	Show equipment on Add/Edit Job Form	Whether equipment can be linked as the job is created.
9	Show recurring option on Add/Edit Job Form	Whether Repeat this job is offered. See recurring jobs.
10	Show Jobcode on Add/Edit Job form	Whether the job code is shown and editable rather than assigned quietly.
11	Show schedule Text field on Add/Edit Job Form	Adds Schedule Display Text — free text shown on the scheduler strip in place of the default label.
12	Auto-select all their equipment	When the job is for a client, ticks all of that client’s equipment automatically. Saves time where nearly every visit covers the whole site.
13	Display the Link Additional Form dropdown	Lets an additional form be attached while the job is created rather than afterwards.
14	Show Tools on Add/Edit Job form	Whether my tools can be booked out to the job.

Update saves.

Turning things off

Every one of these is on the form for somebody. The question to ask about each is whether your office fills it in — a field nobody completes is a field that slows down every job and teaches people to skip past sections, including the ones that matter.

Turning an option off hides the field on new and edited jobs. It does not delete anything already recorded in it.