Open My Jobs
Find confirmed and potential technician assignments.
Before you start
- •Sign in to the Hub with access to this workspace.
You will finish with
- •You can explain what Open My Jobs is for and choose the correct next action.
Safety and data checks
- • Do not begin field work, contact, or travel from a potential assignment.
Complete the task
- 1Navigate
Open Open My Jobs
Use the Hub navigation to open Open My Jobs. Do not begin from a bookmarked record until you can identify this workspace in the normal menu.
Expected resultOpen My Jobs is open and its page heading is visible.
- 2Review
Understand what belongs here
My Jobs lists technician work orders and service assignments with readiness and wizard progress. Use this distinction to avoid creating the same work in a neighbouring workspace.
- 3Verify
Read the current state first
Check confirmed versus potential, schedule, customer, property, job type, readiness, and current wizard step. Read the customer, owner, date, and status before opening or changing a record.
- 4Review
Choose the correct action
Open the confirmed job, read scope and office notes, then start or continue the correct wizard. Open the specific record and confirm its history before saving, sending, assigning, or completing anything.
- 5Verify
Confirm the safe stopping point
Do not begin field work, contact, or travel from a potential assignment. This orientation ends before any irreversible or customer-facing submission.
Do not begin field work, contact, or travel from a potential assignment.Expected resultYou know what must be verified before the final action.
If something does not look right
The page or action is not visible.
Confirm your role and Navigation & Access settings, then ask a Super Admin if the feature is disabled.