Create and schedule jobs
Add a job with its customer, place, type, time and technician - or let customers and sales make them.
Go to Jobs > + New job (or the + button at the top).
Customer and place
- Search the Customer or add a new one - customers are shared with Accounting, CRM and every Ellibo app.
- The address, contact and phone fill in from the customer, or from one of their Sites (branches, homes, plants).
- Pick the Equipment the job is for. Equipment under warranty, or on a contract, makes the labour free.
The job
- Job type sets the usual length, price, checklist and skill needed.
- Priority - low, normal, high or urgent. Urgent jobs have the shortest SLA time.
- What the customer reported and Instructions for the technician.
When and who
- Choose the Visit time and the Technician. Leave them empty to plan the job later on the dispatch board.
- Warnings show when the technician is on leave, outside their hours or already busy.
- On Professional, add more people as the Crew, and use Best technician on the job to pick who should go.
Billing
- Time and parts - labour at the rate an hour, plus parts.
- Fixed price - a set price, plus parts.
- Covered - labour free (contract or warranty).
- Not billed - for jobs billed elsewhere, like jobs from a sale.
Other ways jobs are made
- Customers book online or ask for a service in their portal or by scanning an equipment QR label.
- Contracts make their planned visits by themselves.
- Repeat this job makes a new job every week or month.
- Selling a service item on an invoice or sale order makes its job. See Settings.
- The API creates jobs from your website.
Statuses
New → Scheduled → On the way → In progress (or Paused, On hold) → Completed. A job can also be Cancelled, with a reason.