A Job is a discrete piece of work completed by a worker. Each job is created, scheduled, completed, and invoiced separately. Jobs appear on both the Jobs list and on the Schedule.

You can manually create a job and also import jobs into the vWork from other systems via our API or by bulk importing using a CSV file.

In this article

In this article we explain the how to manually create a job from either the Schedule page or the Jobs page.

Topics include:

• Manually create a new job
• Select the job template
• Complete the tabs in the job editor
• Save the job to create it

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Manually create a new job

You can create a new job from the Schedule page and from the Jobs page in vWork.

Jobs are based on a job template. The article Create a job template explains more about templates.

To create a job you:

1. Select the job template
2. Complete the Job Information tab in the job editor
3. Complete information in the Custom Fields tab if this is required in your workflow
4. Save the job

We explain each of these steps in the following topics.

Select the job template

To create a new job begin by selecting the job template:

1. Click the Schedule tab or the Jobs tab from the vWork menu banner to go to the page you prefer. 💡 Tip: You can create a job from either of these pages.
   
   
2. Click either on the Schedule page, or  on the Jobs page to display a list of templates you can use to create your job.
   
   
3. Choose a job template from the list to match the job you want to create. Once you select the template it opens as a new job in the job editor using the selected template format.
   
   In this example, we selected 'Green Waste Bag Collection' from the Schedule - this is a template we created and saved earlier.
   
   
   
   

🔔 Note: You may see 'Create a New Job (No Template)' as an option.  When enabled in the settings, this option allows dispatchers to create a job without using a job template. We don't recommend creating jobs using this option without thoroughly thinking through the circumstances when this might be needed. In most instances it is best to plan your workflow and develop job templates to match. For this reason, the default for this job option is set to disabled in the General settings. To change the default you'll find it in Settings>General under 'Mandatory Job template'. 

Complete the tabs in the job editor

Once you have selected the template it opens the job editor where you enter the details about the job. The information you need to add depends, to some extent, on the template you have selected.

The job editor has two tabs that show as default. These are the:

• Job Information tab, and the
• Custom Fields tab.

Other tabs, such as 'Invoicing and 'Health & Safety', may also show if you have enabled these features in your vWork account. 

Complete the 'Job information' tab

The Job Information tab is where you enter the details about the job. This information shows on the worker's vWork mobile app in the job Details screen and the job Steps.

This tab has the following sections:

Edit

This section shows the name of the template, the 'Customer Name', the 'Planned Duration', and the number of jobs you are creating from this template.  If you have saved the job template with customer information, this automatically pulls through into the job; if not, you can enter an existing or new customer's name in the 'Customer Name' field. You can also change the estimated job duration in the 'Planned Duration' field and, if you want to create more than one job at the same time, you can change the number of jobs.  If you are using Groups there will also be a 'Group' field where you can change the Group from the seleucted Group that you are currently using.

Customer Details

The fields in this section self-populate when you add an existing customer in the 'Customer Name' field in the 'Edit' section, or you can enter the details for a new customer here.

💡 Tip: Make sure an email address and/or mobile number is included if the customer is expected to be the recipient of an email and/or SMS alert related to this job.

Notes

These show on the vWork mobile app in the 'Details' screen for a specific job. If you add more than one note mobile workers can see all notes by tapping 'Notes' when in the 'Details' screen.

Assign the Job to a Worker

This section enables you to assign a job to a worker and set a start date and time. If you know which worker will do the job then you can assign them to the job now. When a worker is assigned, a start date and time are also assigned. The default is to set the start date and time as the current time. You can change this if you want to. If you don't assign a worker to the job you can easily do this later.

When you assign a worker to the job the Create Job button changes to Publish Job. When you save this job using 'Publish Job' the job is published to the assigned worker's vWork mobile app. 

💡 Tip:  You can set a start date and time without assigning a worker. This puts the job on the 'Workbench' on the Schedule at the date and time you specified. The job shows on the Jobs list on the Jobs page as 'Unassigned'

What Steps Must the Worker Complete

This is where you add the address for each job step where an address is required.

• A step address can be geocoded (meaning it can be found on the map and has latitude and longitude coordintes saved with it) or not geocoded. When it is geocoded it displays at the end of the address.
• If you want to use an existing customer's site address in a step you can click next to the 'Address' field for the selected step to quickly add it. It is automatially geocoded if the address is saved as a geocoded address in the customer's record in vWork.
  💡 Tip: You may see more than one  if there are other geocoded steps associated with this job, e.g, if you are using Assets and the selected asset has a geocoded address. You can roll your mouse over each  to see what it relates to.

Your template may also include other sections depending on what options are turned on in your vWork account.

Complete the 'Custom Fields' tab

Custom fields added to the 'Custom Fields' tab will show on the Fields tab on the worker's vWork mobile app. Information added to Custom Fields is either:

• information you want the worker to capture on the job (for example, proof of delivery) or
• extra information you want them to know about the job (for example, a note with details to find a key to open a gate).

To find out more about Custom Fields see the articles:

• What is the difference between steps and custom fields?

• Custom field types you can use in jobs

Save the job to create it

Once you have opened the job editor you can save the job at any time after you have added some information to the job. You can reopen the job editor to add more information or edit it as needed.

To save the job:

1. Follow the steps given above to complete the fields in the 'Job Information' tab, the 'Custom Fields' tab and any other tabs that may be used in the job template you have selected. 
   
   
2. Click or
   💡 Tip: A worker must be assigned to a job before you are able to publish it. If it isn't published it will show as 'unassigned' or 'unpublished' on the Jobs list and the Schedule.

🔔 Note: Once you have saved a job, when you reopen it and edit any of its content the button you use to save the changes becomes .  This button may also change to or if you change who the job is assigned to or unassign the job.