Schedule job screen - Job details
The Job Details section is for capturing key information about the job. Field elements can be configured by your Salesforce system administrator in custom settings. Standard form elements are shown and described below.
Fig: Schedule job modal, job details
Table: Schedule job modal, job details descriptions
| Form Element | Description |
|---|---|
| Start Date | Date when the job is expected to start. |
| Start Time | Time when the job is expected to start. |
| Duration | Expected duration of the job. |
| End Date | Date when the job is expected to end |
| End Time | Time when the job is expected to end |
| Urgency | Urgency of the job. |
| Description | Description of the job to be carried out, including any additional information the worker needs to know. |
| Region | Region the job falls within, as pre-configured for your organisation. |
| Address | The address of the job, this defaults to the client’s address but is updated when an account or Skedulo location is selected. |
| Address Type | The type of address of the job: Location: Address for a pre-configured location. If selected a field is displayed to choose the location. Account: Address from the client’s account record. If selected a field is displayed to choose the client’s account. Client: Defaults to the client’s address. |
| Client | Select the Client (if being created from a Resource centric console) |
| Make Job Recurring | Checkbox that when ticked, opens a Pattern Builder / Calendar, where recurring job details are added. |
Extra fields for HCP customers
| Billable / Non Billable | Field to confirm if the job is billable or non-billable. When set to Non-billable, the Service Details section closes, and no service delivered record is sent to Lumary. |
| Travel Area | Defines travel zone: Metro, Regional, Remote, or Very Remote. |
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