A Job (Work Order) in Service Opus defines the operational details of a project or service visit. Adding a job connects a customer to a crew, lists required parts and materials, sets schedule dates, and establishes the invoicing rules.
Step-by-Step Walkthrough
Access the Jobs Board
Click on Jobs in the main sidebar. You will see the Job board containing all in-progress and scheduled work orders (/jobs/board).
Click "New Job"
Click the New Job button in the page toolbar. The system routes you to the Job creation form at /jobs/create.
Select Customer & Site Location
Click the search icon to open the customer search modal. Select the target customer account, and then select the specific physical service site/location where the work will take place.
Define Work Scope & Details
Enter a clear description of the work to be performed. Set the priority (Low, Medium, High, Emergency) and select a service category to determine which tax defaults will apply.
Schedule & Assign Crew
Set the scheduled date, start time, and estimated duration. Choose one or more field technicians or installation crews. The job will immediately populate on the dispatcher's calendar and sync to the assigned technician's mobile application.
Select Billing Type & Save
Select whether the job represents flat-rate pricing, time and materials, or a progress/staged contract billing. Click Save Job. The system will create the work order and route you to the Edit page at /jobs/edit/{id} to manage checklist or inventory requirements.
Billing Types Explained
| Billing Type | Description | Recommended Use Case |
|---|---|---|
| Flat Rate / Fixed Price | A set total price agreed upon beforehand. Tech time and actual parts do not modify the final customer bill. | Standard diagnostics, service changes, and package upgrades. |
| Time & Materials (T&M) | Invoiced amount is calculated after completion based on actual hours worked (hourly rates) and parts consumed. | Emergency repairs, complex troubleshooting, or projects with volatile scopes. |
| Staged / Progress Billing | Billed in pre-defined segments (e.g., Deposit, Milestones, Progress Draws, Retainage Release). | Large residential installations or commercial construction contracts. |
What's Next?
Once your job is active and scheduled, you can follow its execution path:
Ready to try this workflow?
Use the walkthrough to evaluate the workflow, then test it in Service Opus with real scheduling, quoting, invoicing, and customer data.