Turn a call into a job.

Open the call and press Create job from call. JobField reads the conversation and opens a new job with the caller's name, phone, address, problem and the time you agreed filled in from what was said. Check the details and click Create job.

Steps

1. Open Calls and click the call.
2. Press Create job from call. While JobField reads the call, the button says Reading call….
3. The New job screen opens. Check the name, phone and address, the Job type, the Issue and the time in Window starts, and fill in anything the call did not cover.
4. If you already know who is going, pick them in Assign technician.
5. Click Create job.

Good to know

Create job from call appears once the call has a transcript and is not already on a job. A call that is already on a job shows a button with the job number instead, which opens that job.

On a computer you can also click the blue plus button at the end of a call's row in Calls. It starts a new job with only the phone number filled in, plus the name when the caller is already a customer, so you type the rest yourself.

The fields marked with a star must be filled in before the job can be saved.

If JobField misheard something, fix it on the New job screen before you save.