Jobs & Dispatch — Optra IQ Field Service Job Management
Every Job, Start to Finish.
Create jobs, schedule appointments, assign employees, dispatch crews, and track status from Scheduled through Paid — all in one place.
Track Every Job Through Every Stage.
Job Creation
Create jobs with customer, address, job type, description, assigned employees, scheduled time, and priority.
Scheduling
Schedule jobs with appointment windows, recurring schedules, and crew availability management.
Crew Assignment
Assign one or multiple employees to a job based on skill, availability, and location.
Dispatch
Dispatch crews with job details, navigation, and customer information sent directly to their mobile app.
Status Tracking
Track job status in real time as crews update from the field — En Route, Arrived, In Progress, Completed.
Notifications
Automatic notifications for job assignments, status changes, and customer updates.
Everything You Need to Run Jobs.
- Job creation with full details
- Appointment scheduling
- Recurring job templates
- Multi-employee job assignments
- Crew dispatch with mobile notifications
- Real-time job status tracking
- Job notes and internal comments
- Customer-facing job updates
- Job history per customer and property
- Job search and filtering
- Priority and urgency flags
- Job completion confirmation
- Automatic invoice creation on completion
Job Details
JOB-1042 — HVAC Repair
Ready to Manage Every Job in One Place?
See how Optra IQ's job management works for your business.