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How to Create a Fixed Price Job

🎯 Objective

This guide outlines the full workflow for creating a fixed-price job in FieldMagic—from setup to invoicing—ensuring all job and billing details are captured accurately.

1️⃣ Access Job Creation

• Log into FieldMagic.
• Navigate to the Jobs module to begin creating a job.

2️⃣ Choose Job Creation Method

• Select whether to create a job from an existing quote or start fresh with the Job Wizard.

3️⃣ Create a New Job

• Click Create Job.
• Search for an existing customer or add a new one.

👥 Add Customer Contacts

• Review auto-filled contacts.
• Add or edit contacts as needed.

⚙️ Set Job Type & Billing

• Choose a job type (e.g., Simple Job).
• Select Flexible Invoicing to allow manual pricing and adjustments.

📝 Enter Job Summary

• Add a descriptive job summary (e.g., “Install fire panel & extinguishers”).
• Link relevant assets and checklists to the job.

📋 Use Job Template (Optional)

• If available, apply a job template to pre-fill job settings and details.

📄 Review & Create Work Order

• Confirm job information.
• Click Create and View Work Order to proceed.

🧰 Add Parts to Work Order

• Add fixed-price parts from your product catalog.
• Use Browse Products for a folder-style selection.

📅 Schedule the Job

• Assign the job to a technician.
• Set the desired date and time.

📱 Complete the Job via Mobile App

• Technicians complete the job using the FieldMagic mobile app following standard procedures.

📊 Review Profitability Analysis

• After job completion, view estimated vs. actual labor, parts, and margin to assess profitability.

🧾 Create Invoice

• Once marked complete, generate an invoice.
• Ensure all billable items are included.

📤 Send Invoice to Customer

• Preview and send the invoice to the customer along with the job report.