Jobs
Jobs is where work from your field service system shows up in Connect — Active, Planned, and Overview — with Connie on the job when you need context. Path:/jobs
Browse jobs
- Open Jobs in the sidebar.
- Use Active, Planned, or Overview.
- Narrow with filters (job type groups such as Call out / Service / Other, categories, statuses, resources).
- Open a job for the detail drawer (
/jobs/:jobId). Title format: Job - followed by the job reference.
On a job
Use the drawer for overview (including AI summary), worksheets, contact details, timekeeping, and job history. Side chat gives Summary and Ask Connie scoped to that job. Job Ask Connie is the same streamed Connie as the header drawer: live answers, thinking chrome, tool chips, + for saved prompts, and a voice note from the composer mic. Session history on a job is listed for that customer. See Ask Connie.From jobs to Cases
When several jobs tell one story — three callouts to the same site, an SLA cluster, a complaint trail — create a Case from the Cases page, or multi-select them in Advanced search, then assign a Team. Put the lasting trail on the Case.Tips
- For “have we seen this fault before?”, use Search or Ask Connie, then open the related job.
- Discovery habits: Operational discovery.