Creating Jobs - Field Service Job Creation Guide

Dingo Desk offers two ways to create jobs. Choose the method that fits your workflow.

Ad-Hoc Job Creation

For one-off jobs or when you need full control over every detail.

Steps

1. From the dashboard, tap the ”+” button
2. Select “Create Job”
3. Fill in the job details:
   • Customer: Select an existing customer or add a new one
   • Title: Brief description of the work
   • Location: Job site address
   • Description: Details and special instructions
4. Add tasks from templates or create custom ones
5. Set the schedule (one-time or recurring)
6. Assign team members
7. Tap “Create”

📸

Create job form

Coming soon

Customer Selection

You can:

• Select an existing customer from your customer list
• Create a new customer on the fly with name, phone, email, and address
• Use quick select for repeat customers

Address entry uses Google Places autocomplete for fast, accurate lookups.

📸

Customer selection screen

Coming soon

Adding Tasks

Tasks are checklists that guide field teams through the work:

• Select from existing task templates
• Create custom tasks for this job only
• Organise tasks in sections for complex jobs
• Add notes to tasks with instructions

Job Template Creation

For recurring job types, create once and reuse infinitely.

Creating a Template

1. Go to Job Templates from the dashboard
2. Tap “Create Template”
3. Configure:
   • Template name and description
   • Default tasks and checklists
   • Estimated duration
   • Default priority
4. Save the template

Using a Template

When creating a job:

1. Tap “Create Job with Template”
2. Select your template
3. Fill in job-specific details (customer, date, location)
4. Create the job — all tasks and sections are pre-populated

📸

Job template selection

Coming soon

Job Configuration After Creation

After a job is created, you can continue configuring it:

From the Dashboard

Tap on any job to access:

• Edit details: Update customer, description, or assignments
• Manage schedule: Change dates or add recurring schedules
• Add sections: Organise work into logical groups
• Add notes: Include special instructions

Job Wizard

The job wizard provides a step-by-step configuration interface:

1. Customer: Select or add customer
2. Tasks: Add task templates or custom tasks
3. Special Notes: Add instructions for the field team
4. Schedules: Set timing and recurrence
5. Review: Confirm everything before publishing

📸

Job wizard steps

Coming soon

Draft Jobs

Save incomplete jobs as drafts:

• Access from the Manage Drafts section on the dashboard
• Edit and publish when ready
• Drafts are visible only to the creator

Job History

Every job maintains a complete history:

• All status changes are timestamped
• Reports are linked to the job record
• Customer communication is logged
• Media attachments are preserved

Efficiency Tip

For regular clients, create a job template and a recurring schedule. Dingo Desk will automatically generate jobs according to the schedule.

→ Learn about job templates → Sections and tasks deep dive