What Are Jobs in WorkPal?
In WorkPal, a job is a formal work order or task that represents work your business needs to complete for a customer. Jobs are the central unit in the system for planning, dispatching, completing and tracking field work.
Jobs bundle everything your team needs to know, such as who is doing the work, what the work is, where it is happening, when it should be done and how it is progressing.
The Basics of Job Creation
When a job is created in WorkPal, it includes essential details such as:
Client and site where the work will take place.
Job description or title.
Job type (e.g. service, installation, repair).
Priority code and relevant start/end dates
These details link the work to a specific customer and help both office staff and field operatives understand what the job involves. Many of these elements influence how the job is scheduled and shown on mobile devices.
Service Level Agreement (SLA)
One of the most important elements of a job is the Service Level Agreement (SLA). This is the date by which the job should be completed, and it plays a key role in how WorkPal prioritises and displays work.
Here’s how it works:
The SLA determines when a job appears on an engineer’s mobile device.
WorkPal uses a “look-ahead” window, configured in preferences, so jobs show up a set number of days before their SLA date.
Jobs are sorted on mobile devices by their SLA, with the most urgent jobs listed first.
Setting the SLA correctly ensures that work becomes visible at the right time and is completed within the agreed timeframe.
Priority Codes, Job Types and Statuses
Jobs can be categorised and filtered using:
Priority codes, which often have predefined completion timeframes that help automatically set the RCD
Job types, to classify the nature of work (e.g. inspection, maintenance, repair)
Job status values such as scheduled, in progress, completed or paused
Using consistent priority codes and types makes it easier for managers and field teams to understand job urgency and status at a glance.
Job Templates
Instead of creating every job from scratch, WorkPal supports "job templates", predefined job structures with fields and tasks already configured. Job templates:
Save time on repetitive work setup
Ensure consistency across similar job types
Can include default tasks, parts and job data
Templates reduce data entry and prevent errors, especially for common recurring work.
Scheduling and the Scheduling Map
Scheduling is the process of assigning jobs to staff members and timeslots. WorkPal provides:
A scheduling calendar where jobs can be moved easily with drag-and-drop
A Scheduling Map view that provides geographical context, helping planners assign jobs based on location and travel efficiency
Scheduling tools help balance workloads, prevent conflicts (e.g. double booking), and optimise routes for field teams, leading to lower travel time and better service performance.
Recurring Jobs
Recurring jobs let you define work that should be automatically created on a regular schedule.
For example:
Monthly maintenance visits
Quarterly inspections
Annual servicing tasks
You can choose how often the job repeats, and WorkPal will automatically generate new instances of the job according to that schedule. Recurring jobs help teams keep on top of routine work without manual duplication.
Viewing Previous Job Information
WorkPal allows teams to reference information from previous jobs when creating or reviewing new ones. This can include:
Notes and descriptions of past work
Photos or documents
Tasks and completed forms
Being able to see this historical context helps engineers make better decisions on site, and planners understand what has been done before.
Job Sheets
A Job Sheet is a detailed report of everything associated with a job. It pulls together:
Job details
Assigned staff
Asset information
Photos, notes and attachments
Tasks and parts used
Captured signatures
Times recorded
Job Sheets can be viewed live within WorkPal, printed or downloaded as a PDF for customer records or compliance purposes. They provide a comprehensive record of what happened on the job.
How Jobs Work in Practice
In everyday use:
Planners create jobs and set RCDs and schedules
Jobs are automatically assigned to field engineers based on schedule and mobile configuration
Field teams see jobs on their devices, start work, record details and update status
Completed jobs are synchronised back to the office for reporting, invoicing and follow-up planning
Jobs act as the central workflow artefact in WorkPal, connecting planning, execution and reporting in a single system.
Need More Help?
If you need assistance with users, devices, jobs or system access, our support team is here to help. Please see our details below.
📧 Email: support@workpal.com
📞 Phone (UK): 028 9507 8007
🌐 Knowledge base: WorkPal Support