Work settings
Settings → Modules → Work covers all three kinds of work EyeOnTask schedules — jobs, appointments and audits — which is why the sidebar entry reads Job, Appointment, Audit underneath it.
Settings → Modules → Work
It is the largest section in Settings, and it splits into a few separate topics:
- Job default settings — on this page, below
- Job type/services and categories — what you do, and what it costs
- Job, appointment and audit statuses — the stages work moves through
- Labour billing rates — charging for time rather than for a service
- Add job form settings — which fields the job form shows
- Job suggestions — pre-written descriptions and completion notes
- Job custom fields, covered with the rest of the custom fields
- Job completion form, covered in the job completion form
Job default settings
Section titled “Job default settings”
Settings → Modules → Work → Job Default Settings
| Setting | What it does |
|---|---|
| Job Prefix | The letters in front of every job number. Job gives you Job1, Job2. Required. |
| Advance day for recur pattern | How many days ahead a recurring job is generated. At 1, tomorrow’s occurrence appears today. |
| Set job counter from | The number the next job takes. Set it to carry on from the numbering you used before EyeOnTask. |
| Send Job Card PDF automatically after E-signature is submitted | On completion, once the customer has signed, the job card is emailed out without anyone pressing send. |
| Auto select job card template on the basis of equipment | Picks the job card template that matches the equipment on the job, rather than always using the default. |
| Highlighting the last private note on the timeline | Pulls the most recent internal note to the top of the job’s timeline, so it is not lost among the history. |
| Job Auto Assign | Turns automatic assignment on. Rather than choosing an engineer, EyeOnTask picks a suitable one. |
| Auto assign maximum distance in KM | How far an engineer can be from the site and still be picked. |
| Auto assign maximum waiting time in Minutes | How much idle time between their existing jobs is acceptable. |
Job numbering, and starting it where you left off
Section titled “Job numbering, and starting it where you left off”The two numbering settings work together: Job Prefix is the letters, Set job counter from is the number after them. A prefix of Job with the counter at 1 gives Job1, Job2, Job3.
Set job counter from is what you reach for when EyeOnTask is not where your numbering began. A firm whose last job in their old system was 4820 sets the counter to 4821, and their first EyeOnTask job carries on the sequence instead of restarting at 1 — so a job number means the same thing to their office after the move as it did before.
It decides the number the next job takes, so it is worth setting before you start raising work rather than after.
The two auto-assign limits only matter when Job Auto Assign is on. Together they define “suitable”: near enough, and free at the right time. Set them too tight and jobs go unassigned; too loose and an engineer is sent across the county.
Update saves.
Settings → Modules → Work → Tag(s)
Free-form labels you can put on a job — High, Warranty, Needs two engineers. Unlike a job type or a category, a tag carries no rate and no behaviour; it exists to be searched and filtered on in the job list and on the scheduler.
Add Tag, type the name, Save.