How do I create a job for a technician in Vision Web?

A job can be created and assigned to a technician of your choosing in Vision Web. This allows you to dispatch jobs to be available for the technician at arrival instead of them building manually.  

Follow the steps below:

1. Log into Vision Web: https://visionweb.xoi.io/

2. Click on Create New Job button.

3. Fill out Work Order #, Customer, Location, and Assignment.

Work Order #: Unique identifier for the job. Can have numbers, letters, and special characters.

Customer: Customer name. Can be an individual or a company. 

Location: Address of the job/equipment location.

Assignment: Technician you are assigning the job to. 

4. After filling out all four required fields + Add Workflow will appear.  Select + Add Workflow to assign the workflow(s) that the technician will need to finish before completing the job. The workflow(s) available in the dropdown are based on the group(s) the technician is a part of. 

This is an optional field and can be filled out by the technician at the time of beginning the job. 

5. You can also provide a Label for the workflow(s). These are unique identifiers to label the piece of equipment this workflow pertains to.  

This is an optional field and can be filled out by the technician at the time of beginning the job. 

6. Select Confirm New Job. 

The next time the technician views their Incomplete Jobs in the My Work area on XOi Mobile they will see this job and can begin working on it. 

Additional Information

If needed, you can reassign the job using this article: How do I reassign a job to another technician?

This process may change if you have an integration. Please contact your CSM with questions.