Job Preferences

Job Preferences allow you to customize workflows in Fyxt to mirror your business processes.

There are two sides to Fyxt's Job Preferences: Global Job Preferences and Local Job Preferences. 

1. Global Job Preferences are where you set the standards which automatically get applied to Jobs as they are created. Use the Global Job Preferences to set the standard for how teams operate. 
2. Local Job Preferences allow the modification of Jobs locally. Use Local Job Preferences to reference applied rules, or adjust them to fit unique circumstances. 

The ability to manage Job Preferences are governed by Permissions in your User Role.

1. Manage Job Preferences allows the modification of Global Preferences. Users without this permission can view applied Global Preferences but make no changes. 
2. Override Job Preferences allows users to modify Local Preferences as needed. Users without this permission can view applied Local Preferences within Jobs but cannot make changes. 

Managing Job Preferences

While within the Global Job Preferences, you can either Manage Job Preferences or Manage Auto Approvals. 

The Preferences you can customize are

1. Notify Job Requestors on Close: All Requestors of a Job will be notified of Job closure when status is updated to Closed.
2. Require Bids: Bids will be required on all jobs assigned to a Vendor. You can customize the number of required Bids, as well as the Service Types & Categories of Jobs the requirement applies to. For example, you may want to require 3 bids on all HVAC Replacement Jobs. 
3. Suggest Site Visit: Site Visits will be requested from Vendors for all jobs.
4. Request Photo Verification upon Job Completion: Completion photos will be requested when updating Status to Complete.
5. Notify Tenant of Job Creation: Tenants will be notified of Jobs created for their leased locations.
6. Permission to Enter Property: Engineers and Vendors will be informed that permission to enter a property has been granted.
7. Disable Tenant Notifications: Tenants will not receive any Job notifications.
8. Require a Timesheet on Jobs with Engineers Assigned: At least one submitted timesheet will be required on Jobs with Engineers assigned. You may apply this requirement when marking status as Complete and/or Closed.
9. Approve Engineer Timesheets Before Completion: All engineer timesheet submissions must be either approved or rejected prior to updating the Job Status to. You may apply this requirement when marking status as Complete and/or Closed. 
10. Approve Material Submissions Before Completion: All material submissions must be either approved or rejected prior to updating the Job Status. You may apply this requirement when marking status as Complete and/or Closed. 
11. Assign Managers to Jobs Before Completion: Managers must be assigned to Jobs before updating the Job Status. You may apply this requirement when marking status as Complete and/or Closed. 
12. Assign Engineers to Jobs Before Completion: Engineers must be assigned to Jobs before updating the Job Status. You may apply this requirement when marking status as Complete and/or Closed. 
13. Vendors Added to Jobs Must be Complaint: When enabled, this Preference limits Vendor Companies available for Job Assignment to only Compliant Vendors. 
14. Enable Target Costs: When enabled, Jobs and Planned Services will display values for Target Cost. These values can be preset by applying a single Target Cost to all Jobs, or by customizing the value in Jobs by a combination of Property, Service Type, or Category. 
15. Make Target Costs Visible: When enabled, the Target Cost of a Job will also be communicated to Vendors as an NTE (not to exceed) limit. 
16. Restrict Vendors From Uploading Invoices which Exceed the Target Cost value: When enabled, Vendors will be restricted from submitting invoices exceeding a Job's Target Cost, UNLESS a Bid exceeding the Target Cost has already been approved. Managers can upload invoices without restriction.

Managing Auto-Approvals

You can enable Auto-Approvals to automate administrative tasks. These include

1. Auto-Approval for Vendors in Planned Service Jobs: The assigned Vendor of a Planned Service will have their Status defaulted to “Approved to Work”, and will notifications enabled.
2. Auto-Approve Jobs requested from Tenants: All requests from tenants will be automatically approved.

Managing Local Job Preferences within Jobs

Within Jobs, opening the Preferences modal allows you to override any Global Preferences.