Create and schedule a job
Raise a job, assign engineers, schedule it on the calendar, add a checklist and documents, and see it through to completion.
Updated 11 October 2026
Owners and admins create and schedule jobs. Engineers see the jobs assigned to them on their phones.
Creating a job
- Go to Jobs and click + New Job. You can also start a job from a customer's page, or by clicking a date on the Calendar.
- Enter a title. This is the only required field.
- Pick the customer. Their address fills in as the job address, and you can change it if the work is somewhere else. Their primary contact is added to the job automatically.
- Choose the job contacts: who the engineer should call on site. You can pick several of the customer's contacts, mark one as primary, or add a new contact here.
- Set a date and, if you like, a time. Both are optional.
- Assign engineers: one, or several for jobs that need more than one person.
- Add notes for the engineer: access codes, parking, what the customer reported. Engineers see these as Job Notes.
- Save.
Every job gets a reference like BF-00123. New jobs start as Scheduled.
Who gets told
Each engineer you assign gets a push notification ("New job assigned") on their phone if they've turned notifications on, plus an email. Customers aren't notified automatically.
Adding a checklist (Schedule of Work)
The Schedule of Work is a checklist of tasks for the job (e.g. "Replace panel batteries", "Test all call points"). Engineers tick items off on their phone, and you see "X of Y complete" on the job.
Add checklist items while creating the job (in the Schedule of Work section of the form), or later by opening the job's own page and clicking Edit Job. Items are saved in the order you list them.
Adding documents
Open the job and use the Documents card to attach RAMS, drawings or access instructions: PDF, Word, Excel, text or image files up to 50MB each. Assigned engineers can open them from the job's Documents tab.
The calendar
Calendar shows scheduled jobs by month, week or day, coloured by status:
- Blue: Scheduled
- Amber: In progress
- Green: Completed
- Grey: Invoiced
Each job shows the engineers on it. Click a job for its details and an Edit Job button.
Drag a job to move it. In month view this changes the date and keeps the time; in week or day view you can change the time too. If you change a job's date, time or address, its engineers are notified. See Change, reassign or delete a job.
Jobs with no date don't appear on the calendar. You'll find them on the Jobs list, where the Unassigned only filter also shows jobs without engineers.
Statuses
Jobs move through Scheduled → In progress → Completed. Engineers change the status from their phone; you can change it from the job page at any time. Invoiced is set by you once you've billed the job. It isn't set automatically when you raise an invoice.
After the job
Everything captured on site lands on the job record as it happens: notes on the Engineer Report Sheet, photos, documents, completed forms, and time on site (if you use time tracking). From the job page you can:
- Download PDF of the engineer report sheet
- Clean up notes: draft a tidy, customer-friendly summary from the engineer's notes (once the job is completed). You review the draft beside the notes, with changes from the current summary highlighted, and choose Use this or Keep original; nothing is saved until you do. Undo restores the previous summary, Remove clears it (Undo brings it back), and the summary downloads as a PDF
- Download all photos as a ZIP
- Create invoice from job on the Growth and Scale plans. See Create and send an invoice
Still stuck? Email support@engineeros.uk