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FSM | End to End Job Management

6 min. readlast update: 03.06.2026

As an Admin in Field Service Operations, keeping Jobs on track from start to finish is essential. Caction supports this with key features as listed below, all of which can be accessed via the Mobile App or Desktop. This enable Admins to oversee operations efficiently and prevent missed Tasks.

Quick Tip : Click the link to navigate straight to the required section.

1. How to Filter Job Schedule Page on Mobile?

  1. At the mobile app’s navigation bar, go to Schedule.

 

  1. Scroll to the left or right to search for a Job using the date.

 

  1. Click on the date you want to View. 

 

  1. Click on the Job Status that you want to filter and the result will be displayed. For example, click "In Progress" to filter required Jobs as shown below. 

 

  1. For more detailed filtering, click the Filter icon, select the information you need, and then click Save.

 

  1. You will find more filters that you can use right on this page. These filters can be used to find specific jobs from the schedule, using the sequence number, category, or even the assigned users to the Job.

 

Click here to learn more on Job Schedule : 

2. How to Filter on Job Schedule Page on Desktop?

  1. At the desktop site navigation bar, go to Job Schedule Page. 



  1. Click on buttons higlighted below to filter Jobs that are currently in Pending Status, Overdues or even the Jobs that are Alerted to you.

 

  1. Click on the filter bar.

 

  1. Click on the filter variable you want to filter the Jobs.

 

  1. Click on the "DONE" button.

 

  1. The Jobs with the filter will be shown as below.

3. How to Filter Job Dashboard Page using Desktop?

  1. At the desktop site navigation bar, go to Job Dashboard. 



  1. In the Job Dashboard page, click on any of the Job status button.



  1. Once clicked, the list will move horizontally to focus on the chosen status column.

Click here to know how to make use of Dashboards : 

4. How to Filter Job Report Page using Mobile?

  1. At the mobile app’s navigation bar, go to Home.

 

  1. On the Home page, click on the "Job" under the Report section as shown below.

 

  1. The list of Jobs are displayed. To filter, click on the filter icon as shown below.

 

  1. On the Job Filter page, you can filter details as shown below. For this example, Click on the "Job Status" dropdown.

 

  1. On the "Select Job Status" prompt, click on the checkboxes of any job status. Once done, click "Done".

 Important Note: You may click on more than one Job status for filtering.

 

  1. Once you have selected the Job status that you wish to filter, click "Search" button to search for the Job reports with chosen Job status.

 

  1. The filtered Job report is displayed.

 

5. How to Filter Job Report Page using Desktop?

  1. At the desktop site navigation bar, go to  Job Report. 


  2. Click on "Add Filter" button to display the list of available filters.

  3. For this example, scroll down and click on the "Job Status".

  4. Click either " Job Status Contain " or " Job Status Not Contain ! ".

  5. Click on which Job status that you want filter as shown below.

 Important Note: You may click on more than one Job status for filtering.

 

  1. Click "Done" after checking the boxes on the Job status.

  2. The filtered Job report based on the Job status is displayed. For example, filter Job report that contains "Needing Attention" is shown below.

Click here to learn more on : 

6. How to Make Use of To Do List ?

Managing multiple Jobs and Technicians can be challenging, especially when ensuring that each task is completed accurately. The To-Do List in the system acts as a structured way for Technicians, guiding them through each necessary step to complete a Job.

For Admins, this makes it easy to see what each Technician has done and what is still pending. You can track progress in real time, check that all tasks are completed correctly, and ensure Jobs are finished on time.

Here’s a simple guide flow showing how a Job update moves from the Technician’s perspective to the Admin’s perspective:

For Technicians :

The To-Do List is set up according to company requirements and is linked to the Job status. For example, when Admin creates Jobs in system , Job Status will be " Not Started ". The Technician must perform a Check-In in order to change the Job status to " In Progress ".


 

Once done, the To-Do List will now change according to the Job Status, and Technican will find more tasks for them to perform in order to complete the Job.

 

Technicians will attach required attachments in the Job comment sections. They can even type in specific remarks as part of the comments to provide details on the task. 

 

For Admins :

Admin can just click open the required Job from Job Schedule Page, Job Dahsboard or even Job Report Page to view all these updates made by Technician. As you can see, all the To Do List updates made and even the Reports are all captured in the Job comment section.

 

Start learning more on To Do List now : 

7. Where to Check My Notifications?

Notifications help keep users updated and on track. Admins receive alerts for changes to Jobs, Projects, Reports, or Technician actions. They also serve as reminders for tasks like preparing for tomorrow’s job or following up on a job. This keeps both Admins and Technicians informed, organized, and on top of all tasks.

  1. At the Mobile app’s navigation bar, go to Notification.

 

  1. On the Notification page, you can switch between “Notification” and “Reminder”. Below the toggles, you can scroll right to filter notifications by different data levels.

 

  1. As for Desktop version, at the top right, just click on the notification bell icon to view the list of notification.



  1. On the notification panel, you can toggle between "Notification" and "Reminder". Below these toggles, you can filter the list of notifications between different data levels.

 

Click here to learn more on Notification / Reminder feature : 

 

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