Jobs

A job is a work record that groups one or more of a customer’s assets together — an installation project, a service visit, a site inspection, or whatever piece of work you want to track. Every job belongs to exactly one customer, and any asset you add to a job has to belong to that same customer.

From a job’s detail page you can link and remove assets (including by scanning their QR codes), flag assets that have problems, upload files, and — on higher plans — attach maintenance.

What a job tracks

A job is intentionally simple. It records:

• The customer it belongs to (chosen at creation, and not changeable afterward).
• A name and an optional description.
• The assets linked to it, each with an at-a-glance OK or Flagged badge.
• Created and last-updated dates.

Note

Jobs do not have a status (there’s no open / in-progress / done state) and can’t be assigned to a specific team member. The “status” you see on a job’s page is the OK / Flagged state of its individual assets, not of the job itself.

Creating a job

Both admins and members can create jobs.

1. Go to Jobs in the navigation.
2. Click New Job at the top right of the list.
3. In the Customer field, search for and select the customer this job is for. This is required — there’s no way to create a job without a customer.
4. Enter a Job Name (for example, “Installation Project”).
5. Optionally add a Description.
6. Click Create Job. You’ll land on the new job’s detail page.

Tip

You can pre-fill the customer by clicking New Job from a customer’s detail page instead of from the Jobs list.

Editing a job

1. Open the job from the Jobs list.
2. Click Edit in the header.
3. Update the Job Name and/or Description.
4. Click Save Changes.

Only the name and description can be changed — the dialog notes that the customer cannot be changed after a job is created. Editing is available to both admins and members.

Deleting a job

Admins only

The Delete control is shown only to admins (and leads). Deleting a job removes the job and its asset links — it does not delete the assets themselves.

1. Open the job from the Jobs list.
2. Click Delete in the header (or Delete in the actions menu).
3. Confirm in the prompt.

If the job was created by an integration (Jobber, Trello, or HouseCall Pro), the confirmation warns that the source system may re-create the job the next time it updates.

Working with assets on a job

Everything below happens in the Assets card on a job’s detail page.

Link existing assets

1. Open the job and, in the Assets card, click Add Asset.
2. Optionally type in the search box (it matches unit number, model, serial, QR label, or description).
3. Tick the checkbox next to each asset you want, or use Select All.
4. Click Add N Asset(s).

The picker only lists assets that belong to the job’s customer, and it hides any already on the job. If you add several at once and one fails, you’ll see a message about which ones didn’t attach rather than losing the whole batch.

Add an asset by scanning its QR code

1. Open the job and, in the Assets card, click Scan QR.
2. Allow camera access and point your device’s camera at the asset’s QR label.
3. On a successful scan, the asset is added and a green “successfully added to job” message appears.

If no asset matches the code, you’ll see “No asset found with QR code #…”; if it’s already on the job, you’ll see an “already in this job” message. As with the picker, the scanned asset must belong to the job’s customer.

Create a new asset while adding one

When the equipment isn’t in the system yet, you can add it on the spot.

1. Open the job and click Add Asset.
2. Click New Asset (or Create your first asset if the customer has none yet).
3. Fill in the asset form — the customer is pre-filled to the job’s customer.
4. Save. The new asset is automatically selected in the add list.
5. Click Add N Asset(s) to attach it.

Remove an asset

1. Open the job and find the asset’s row in the Assets table.
2. Click Remove.
3. Confirm “Remove this asset from the job?”.

This only unlinks the asset from the job; the asset itself stays in your system.

Flag an asset

If something’s wrong with a piece of equipment, you can flag it right from the job.

1. In the Assets table, click Flag on the asset’s row.
2. Choose a Severity.
3. Write an Issue Description.
4. Click Flag Asset (or press Cmd/Ctrl+Enter).

The asset’s row then shows a red Flagged badge instead of OK. Issue flags are a Basic feature and above — see Issue flags & reports for the full picture.

Attaching maintenance to a job

Pro plan

Maintenance plans and tasks on jobs are available on the Pro plan and above. Compare plans →

On a Pro-or-higher org, a Maintenance card and controls appear on the job:

• Click Set Plan to attach a job-type maintenance plan (admins and leads only).
• Click Add Task to create a one-off maintenance task.

Below the Pro tier, the Maintenance card is hidden entirely. For the full workflow, see Maintenance plans and Completing maintenance tasks.

Uploading files to a job

Basic plan

Uploading files requires file storage, which is available on the Basic plan and above. Compare plans →

When your org has storage connected — FieldLabel Storage (the one-click default) or Google Drive — and job file storage is turned on, a file upload area appears at the bottom of the job page. Drag in or select files to attach them. See File uploads & storage for setup details.

Importing jobs in bulk

If you’re moving existing work into FieldLabel, you can bring jobs in from a spreadsheet rather than entering them one by one.

1. Go to Jobs and click Import CSV.
2. Follow the modal to upload your file and preview the rows.
3. Confirm the import.

Each row must reference an existing customer, matched by name, so import your customers first. See CSV import for formatting and tips.

Jobs from integrations

Jobs can also be created automatically by your connected tools. When that happens, the job shows a via Jobber, via Trello, or via HouseCall Pro badge along with a link back to the original record. Learn more in the integrations overview.