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. Open the Jobs tab, then tap Create in the header. You can also create from Configure Jobs on Home (header +, or Create Job when that list is empty).
2. 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
3. Add tasks from templates or create custom ones
4. Set the schedule (one-time or recurring)
5. Assign team members
6. Tap “Create”

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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.

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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

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Job template selection

Coming soon

Job Configuration After Creation

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

From the Dashboard

Home shows the current organisation (logo, name, and your role) above a single row of Configure Jobs, Incidents, Inspections, and Schedules tiles. Compact Active, Upcoming, and Today counts sit above Actions Required and the job groups (Active, Upcoming, Today), which share one scrolling list. Tap a group header to collapse it. Create a job from the Jobs tab header (Create) or from Configure Jobs (header +, or Create Job when that list is empty). Tap Schedules to search jobs and open that job’s schedules. Tap a job chip to open it and:

• 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

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Job wizard steps

Coming soon

Draft Jobs

Save incomplete jobs as drafts:

• Access from Configure Jobs on the Home dashboard
• Create a new job from that list with the header + or the empty-state Create Job button
• 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