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Jobs

Jobs

Overview:

Jobs in Upvise are the mobile equivalent of Service Logs or Plant Maintenance Logs in Workbench:

Jobs are typically used for ad hoc service assignments or maintenance tasks, often within the scope of a broader project. Common use cases include:

  • Call-outs and fault response

  • Maintenance or servicing of equipment

  • Small jobs not requiring full project planning

Jobs can also be used to capture Equipment servicing activities & costs when the Job is linked to an Equipment record.

You can customise several areas and options of Jobs using the Options menu item with the appropriate admin user type access level.

Benefits

πŸ“± Mobile-friendly: Jobs can be created, assigned, and managed via the Upvise mobile app for scheduling.

πŸ”„ Integrated with Workbench: Supports automated sync to Service Logs and Plant Maintenance Logs.

πŸ”§ Flexible use cases: Use Jobs for reactive maintenance, service tasks, or recurring servicing schedules.

Integration:

This section outlines how Jobs created in Upvise are interpreted and imported into Workbench. The integration determines whether the Job is converted to a Plant Maintenance Log or a Service Log, based on what the Job is linked to.

πŸ“Œ Integration Priority Rule:
If a Job is linked to both a Project and any other record (e.g. Equipment or Site), the Project takes precedence. This ensures the record is treated as a Service Log linked to a Workbench Job.

Upvise Job

Result in Workbench

Integration Notes

Upvise Job

Result in Workbench

Integration Notes

Equipment only

Plant Maintenance Log

Log is created against the plant item; no Workbench Job required

Project + Equipment

Service Log (linked to Workbench Job)

Project takes precedence

Project only

Service Log (linked to Workbench Job)

Standard use case for ad hoc tasks under a Workbench Job

Site only (no Project)

Service Log (linked to Workbench Job) (via Site > Project mapping)

Upvise Site must be linked to a Project

  1. Service Logs Finalised in Workbench:
    Once a Service Log is marked as Finalised in Workbench, it will no longer be updated by the Upvise sync.
    This prevents completed or reviewed logs from being reverted if the Job status in Upvise is later changed.

  2. Log Number Generation:
    The integration uses the Next Log Number by Financial Company setting in Workbench to determine the correct numbering sequence.
    If not set, it will fall back to the Get Log Number method to auto-assign the next available log number using the global log number.

Log Workflow Status & Upvise Job Status: Workbench Logs and Upvise Jobs statuses do not always match 1 to 1. In the Logs List, you can filter using Workbench Workflow Status. There is an option to use the Language Translation feature in Workbench if you want to display the equivalent Upvise status. Read more here.
Status mapping below:

Upvise

Workbench Workflow Status

Upvise

Workbench Workflow Status

Unassigned / Open

Entered

Assigned / Open

Allocated

In Progress or Driving

In Progress

Paused

Paused

Completed

Completed

Cancelled

Cancelled

Integration Examples

Upvise Job Setup

Workbench Equivalent

Upvise Job Setup

Workbench Equivalent

Equipment linked only

image-20250729-010454.png

Plant Maintenance Log (linked to Plant item)

image-20250729-010440.png

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Project + Equipment linked

image-20250729-010817.png

Service Log (linked to Job)

image-20250729-010840.png

Project linked only

image-20250729-005426.png

Service Log (linked to Job)

image-20250729-005532.png

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Site linked (no project or equipment). Project is derived from the Site

image-20250729-010614.png
image-20250729-010711.png
Site with Project

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Workbench Job (via Site-to-Project mapping)

image-20250729-010650.png

Screen Guide:

Use the dashboard to see key information about your Jobs, including assignments, groupings, and statuses. There are several tabs available to view additional details.

image-20250729-011718.png

To create a new Job, click the + icon in the top menu bar.

Populate the job with relevant details and requirements. Assign the user you want to complete the job as the Owner.

To ensure that the Job syncs to workbench, it’s important that the project is populated.

Click the checkbox in the top menu bar to confirm and save the job, or the bin to delete the entry.

There is a β€œMake Recurring” option to repeat the job at the specified Frequency, up to the specified End Date. This is useful for situations where a predictable routine job must be completed and the details do not change significantly.

image-20250911-062900.png

The Calendar is useful for viewing existing Jobs by Day, Week, or Month with colour coding and multiple view options. Most conveniently, you can click-and-drag Jobs from one time slot or day to another.

Clicking the Vehicle icon switches the calendar view to list Equipment/Plant instead of People. To return to the People view, click the icon of the person β€œStaff”.

Click the folding Map icon to view jobs in Google Maps.

Next Steps:

You can view a filtered list of Jobs in the https://webwbdoc.atlassian.net/wiki/spaces/UPVISE/pages/1214447811 screen to manage them by project.

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