Job Scheduling Overview

Effective job scheduling is the backbone of any field service business. Ormi's job board helps you manage everything from the initial customer call to job completion and invoicing.

Creating Jobs

From the Job Board

1. Click New Job in the top-right of the job board
2. Select or create a customer
3. Choose job type and priority
4. Set date, time, and estimated duration
5. Assign to a technician
6. Add service address and notes
7. Click Create Job

From Customer Records

1. Open a customer's profile
2. Click New Job in the customer actions menu
3. The customer information is pre-filled
4. Complete the job details and save

Quick Job Creation

For urgent or simple jobs:

1. Use the Quick Add button on the job board
2. Enter customer name and phone (creates customer if needed)
3. Set date, time, and basic job description
4. Create immediately—you can add details later

Job Status Workflow

Ormi uses a simple status workflow:

• Scheduled: Job is booked but not started
• In Progress: Technician has started work
• Completed: Work is finished, ready for invoicing
• On Hold: Job is paused (waiting for parts, customer approval, etc.)
• Cancelled: Job will not be completed

Updating Job Status

• From the job board: Click the status badge and select new status
• From job details: Use the status dropdown at the top
• Mobile app: Technicians can update status from the field

Assigning Technicians

Single Technician Assignment

1. Open the job
2. Click Assign next to the technician field
3. Select a technician from your team
4. They'll receive a notification (if enabled)

Multiple Technicians

For larger jobs requiring multiple technicians:

1. Open the job
2. Click Add Technician to assign additional team members
3. Set primary technician (main contact)
4. All assigned technicians can update job status and add notes

Job Board Views

Calendar View

• See all jobs in a calendar format
• Drag and drop to reschedule
• Color-coded by job type or status
• Filter by technician, customer, or job type

List View

• Chronological list of all jobs
• Sort by date, status, priority, or technician
• Quick actions: edit, duplicate, or delete
• Search and filter options

Map View

• Visual representation of job locations
• Optimize routes for technicians
• See service area coverage
• Plan efficient daily routes

Job Templates

Save time by creating job templates for common work:

1. Go to Settings → Job Templates
2. Click New Template
3. Set default job type, duration, and line items
4. Add standard notes or instructions
5. Save template

When creating a job, select a template to auto-fill common information.

Managing Job Notes

Internal Notes

• Visible only to your team
• Use for technician instructions, special requirements, or internal reminders
• Add photos, documents, or links

Customer-Facing Notes

• Visible to customers in their portal
• Use for appointment confirmations, arrival times, or work summaries
• Automatically included in job communications

Job Photos and Documents

Adding Photos

1. Open the job
2. Click Add Photo
3. Upload from computer or take with mobile app
4. Categorize: Before, During, After, Equipment, Damage, Other
5. Add captions or descriptions

Document Management

• Upload work orders, permits, or customer documents
• Attach estimates or quotes
• Link to external files or cloud storage

Multi-Day Projects

For jobs spanning multiple days:

1. Create the initial job
2. Set the start date
3. Add estimated completion date
4. Use Project Mode to track progress across days
5. Update status daily
6. Create invoice when project is complete

Job Priorities

Set priorities to help with scheduling:

• Urgent: Emergency calls, same-day service
• High: Important customers, time-sensitive work
• Normal: Standard service calls
• Low: Maintenance, non-urgent repairs

Priority jobs appear at the top of the job board and can trigger notifications.

Customer Communication

Automated Updates

Ormi can automatically send:

• Job confirmation emails
• Technician arrival notifications
• Job completion summaries
• Invoice reminders

Manual Communication

• Send custom messages from the job page
• Include photos or documents
• Track all communication in the job history

Best Practices

1. Schedule in advance: Book jobs as soon as they're confirmed
2. Use templates: Save time with job templates for common work
3. Update status regularly: Keep job status current for accurate reporting
4. Add notes immediately: Document important details while they're fresh
5. Review daily: Check the job board each morning to plan the day

Next Steps

• Learn about invoicing and payments
• Explore team management
• Review customer management

Need help? Use the live chat in-app or reach out via our contact page.