Work settings

Settings → Modules → Work covers all three kinds of work EyeOnTask schedules — jobs, appointments and audits — which is why the sidebar entry reads Job, Appointment, Audit underneath it.

Settings → Modules → Work

It is the largest section in Settings, and it splits into a few separate topics:

• Job default settings — on this page, below
• Job type/services and categories — what you do, and what it costs
• Job, appointment and audit statuses — the stages work moves through
• Labour billing rates — charging for time rather than for a service
• Add job form settings — which fields the job form shows
• Job suggestions — pre-written descriptions and completion notes
• Job custom fields, covered with the rest of the custom fields
• Job completion form, covered in the job completion form

Job default settings

Settings → Modules → Work → Job Default Settings

Setting	What it does
Job Prefix	The letters in front of every job number. Job gives you Job1, Job2. Required.
Advance day for recur pattern	How many days ahead a recurring job is generated. At 1, tomorrow’s occurrence appears today.
Set job counter from	The number the next job takes. Set it to carry on from the numbering you used before EyeOnTask.
Send Job Card PDF automatically after E-signature is submitted	On completion, once the customer has signed, the job card is emailed out without anyone pressing send.
Auto select job card template on the basis of equipment	Picks the job card template that matches the equipment on the job, rather than always using the default.
Highlighting the last private note on the timeline	Pulls the most recent internal note to the top of the job’s timeline, so it is not lost among the history.
Job Auto Assign	Turns automatic assignment on. Rather than choosing an engineer, EyeOnTask picks a suitable one.
Auto assign maximum distance in KM	How far an engineer can be from the site and still be picked.
Auto assign maximum waiting time in Minutes	How much idle time between their existing jobs is acceptable.

The two auto-assign limits only matter when Job Auto Assign is on. Together they define “suitable”: near enough, and free at the right time. Set them too tight and jobs go unassigned; too loose and an engineer is sent across the county.

Update saves.

Tags

Settings → Modules → Work → Tag(s)

Free-form labels you can put on a job — High, Warranty, Needs two engineers. Unlike a job type or a category, a tag carries no rate and no behaviour; it exists to be searched and filtered on in the job list and on the scheduler.

Add Tag, type the name, Save.