Jobs
A job is a work order — a piece of work that needs to be done for a customer. It could be a scheduled maintenance visit, a repair call, an inspection, or any other service task.
Jobs are the operational core of AMPER Flow. Customers, projects, contracts, installed equipment, assets, materials, crews, and technicians all connect through jobs.
Job list
Section titled “Job list”The Jobs list shows all jobs with columns for name, customer, project, scheduled date, status, and priority. Jobs can be filtered by customer tag and by whether they were created by the current user.
Selecting one or more jobs with the checkboxes reveals bulk actions: Time & Materials Report and Project Report. See Job Reports for details on these.
The Export button downloads the current filtered list. + Add Job opens a new job form.
Job statuses
Section titled “Job statuses”| Status | Meaning |
|---|---|
| Open | Created but not yet assigned or started |
| For execution | Ready to be carried out |
| In progress | Work is currently underway |
| Completed | The job has been finished |
| Cancelled | The job will not be carried out |
Inside a job
Section titled “Inside a job”Opening a job shows a cost summary bar at the top — Services, Materials, Assets, and Total — calculated from everything logged against the job.
Below that is the Actions panel, which provides status controls and additional actions:
| Action | What it does |
|---|---|
| Set Open / In Progress / Completed / Cancelled | Changes the job status directly |
| Daily Time & Materials Summary | Generates a T&M summary report for this job |
| Daily Project Report | Generates a project report for this job |
| Download documents | Downloads all documents attached to the job |
| Send summary to customer | Sends a job summary to the customer by email |
Job tabs
Section titled “Job tabs”The job is divided into tabs. The count shown on each tab reflects how many records are attached.
Job info — the core fields: name, description, job number, external job number, customer, priority, status, scheduled start/end, actual start/end, address, project, contract, contract cost, asset, and installed equipment.
Services — billable service items performed on this job. See Services.
Materials — parts and materials used. See Managing Materials.
Assets — equipment and tools deployed on this job.
Equipment Installation — records of equipment installed at the customer site during this job. Links to installed equipment records.
Work log — time entries for this job. Each entry shows the date, employee, type, duration in minutes, and notes. The tab header shows total logged time. Click Log time to add an entry. See Work Log.
Notes — free-form internal notes attached to this job. See Notes.
Assigned employees — individual employees assigned directly to the job, separate from crew assignments.
Attachments — files attached to this job: photos, PDFs, signed documents. See Attachments.
History — a full audit log of every change made to the job, including who made the change and when.
Who can see which jobs
Section titled “Who can see which jobs”Dispatchers see all jobs. Employees see only jobs where they are the creator, the assigned user, a member of an assigned crew, or directly assigned as an employee.
Sections in this chapter
Section titled “Sections in this chapter”- Customer Requests — service requests from customers that can be converted to jobs
- Services — the service catalog used when adding services to jobs
- Work Log — recording time worked on a job
- Job Reports — generating T&M and project reports from selected jobs