Back to How to Videos

How to Create a Job from a PDF Work Order Using AI

This guide outlines the steps to automatically create jobs from PDF work orders using the Job Wizard feature in Field Magic.

Key Steps

1. Access the Job Wizard

• Navigate to the Jobs Menu.
• Select Jobs Wizard.

2. Connect to PDF Conversion

• Click the Connect button.
• Select Invert PDF to job with AI.

3. Upload PDF Work Order

• Drag and drop the PDF work order into the designated area.
• Ensure the PDF contains selectable text for optimal results.

4. Start Processing the PDF

• Click the button to start processing the uploaded PDF.

5. Review and Adjust Customer Information

• Check the automatically extracted address.
• Adjust contact details and phone number as necessary.

6. Complete Job Details

• Review the job summary that has been auto-filled.
• Select the appropriate job template and type of job.
• Add any required skills.

7. Finalize Job Creation

• Click Complete to finalize the job creation.
• Verify that the customer, site location, and line items (including pricing and quantities) are correctly linked.

8. Check Attached Files

• Ensure the original PDF work order is attached in the Files section.

Cautionary Notes

• Ensure the PDF work order is clear and contains text for better accuracy.
• Double-check all extracted information before finalizing the job.

Tips for Efficiency

• Use PDFs that are well-structured and contain clear text to minimize adjustments.
• Familiarize yourself with common job templates to speed up the selection process.