Jobs & Multi-Visit Workflow
Complete guide to creating, scheduling, and managing jobs in Opscel. Learn about job statuses, multi-visit jobs, engineer assignment, and completion workflows.
Last updated: 21 August 2026
The 30-Second Version
Jobs are the core work units in Opscel. They represent scheduled work at a customer site—from routine servicing to emergency callouts. Jobs can have single or multiple visits, track time and materials, generate certificates and invoices, and integrate with your calendar.
Who uses this: Super Admin, Admin, Contract Manager, Site Manager, Engineer
Where it lives: Admin app: Jobs menu | Field app: Today's Jobs
Key benefit: Complete work lifecycle tracking from scheduling to invoicing
Jobs in Opscel support:
Key Capabilities
- •Single or multi-visit scheduling
- •Engineer assignment with calendar sync
- •Automatic creation from quotes and service contracts
- •Time tracking (scheduled vs. actual duration)
- •Parts, defects, and worksheet capture
- •Certificate and invoice generation
- •Customer portal visibility
- •Status workflow (Draft → Scheduled → In Progress → Completed)
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Related Guides
Field Service App
Engineer's guide to completing jobs in the field
Planning Your Week with the Planner
Booking and moving visits on the week board
Certificates
Creating and issuing certificates from completed jobs
Invoicing
Converting completed jobs into customer invoices
Quote to Invoice Workflow
End-to-end workflow from quote to job to invoice
Job Profitability
How the Estimated and Actual figures on the Financial tab are worked out