Jobs settings

Configure job types, technicians, and labour rates in Jobs > Settings.

Job types

Job types categorise the work you do. Each type has:

• Name: e.g. "Emergency repair", "Boiler service", "Periodic electrical inspection"

• Default priority: automatically applied when a new job of this type is created

• Response SLA (minutes): target time from creation to first technician arriving on site

• Resolution SLA (minutes): target time from creation to completion

• On-site form (optional): see On-site forms

• Callout fee (optional): see the Callout fees section below

Job types are used for reporting, filtering, and automatic form selection and certificate templates. Start with two or three broad categories; you can always add more specific types later.

Callout fees

A callout fee is a one-off charge added to every invoice for jobs of this type. Two fields together cover three pricing models:

• Callout fee (£): the one-off amount

• Fee covers first (min): how many minutes of labour the fee replaces

The fee is debited chronologically from billable time entries: the callout covers the first N minutes of actual work, regardless of which labour rate was picked for those minutes. If a 3-hour job ran 30 minutes on the Weekend rate before finishing on Standard, a 60-minute callout absorbs the 30 min Weekend + 30 min Standard, leaving the remaining 2h Standard on the invoice.

Invoices show the callout as a distinct line item above labour: "Callout fee (Emergency repair) — covers first 60 min — £120" followed by the remaining labour lines grouped by rate. Leave the fee empty on any job type that should be billed on labour alone.

Technicians

A technician is a user account with a technician profile: extra fields that track field-service-specific information:

• Skills: tags describing what the technician can do (e.g. "gas-safe", "electrical", "commercial-boiler"). Used for skill-match warnings at assignment.

• Max daily jobs: capacity per day. Used for capacity warnings and (in future sessions) the dispatch board's heat map.

• Availability: whether the technician is currently accepting new jobs.

To add a technician:

1. The person must already have a concorbit user account

2. Go to Jobs > Settings > Technicians > Add technician

3. Pick the user, add their skills, and set their daily capacity

4. The technician can now be assigned to jobs

Skills conventions

Skills are free-text tags, so use a consistent vocabulary across your team. Lowercase with hyphens works well (e.g. gas-safe, niceic, f-gas). Consistency matters because the skill-match check is case-insensitive but exact-string.

Capacity vs. availability

Max daily jobs is a planning guide: the dispatcher gets a warning when a technician is at capacity, but the assignment still goes through. Use it to reflect the realistic number of visits a technician can complete in a standard day.

Availability is a hard flag: set it to "unavailable" for sickness, holiday, or training days. Unavailable technicians still appear in the dropdown with a warning on assignment.

Labour rates

Labour rates drive how time entries get priced when the invoice is generated. Each rate has a rate (£/hour), a set of day/time rules, and a priority. When a technician logs time, concorbit picks the highest-priority rate that matches and snapshots it onto the entry, so retroactive rate edits don't rewrite historical invoices.

Four defaults are seeded:

Add rates via + Add rate. Fields:

• Rate (£/hr): the hourly charge

• Applies on: Any day / Weekdays / Weekends (or custom via the API)

• From / To: time-of-day window. Windows wrap midnight automatically (e.g. 18:00–08:00 means 6pm to 8am the next morning)

• Priority: higher wins when multiple rates match. Default rate lowest (10) so specific rules override

• Applies on bank holidays: when ticked, this rate wins on any bank-holiday date regardless of day/time rules. Bank holidays are configured under HR > Bank holidays

Rates are tenant-wide: the same list is visible and editable from Helpdesk > Settings > Labour rates. Edits from either side affect both.

Company-specific rate override

On a Company record (CRM > Companies > [company] > Edit) you can set a Default labour rate. When a technician logs time against a job for that company, the company-chosen rate wins over the generic day/time rules, provided the picked rate itself still matches the current datetime. For example, a company pointing at "Standard" would still fall through to "Bank holiday rate" on a bank holiday, because Standard doesn't apply then.

Future settings (on the roadmap)

The following will be added in future sessions:

• Hourly-rate overrides per technician (currently rate is picked per-company + per-datetime)

• Van stock locations for parts management

• Per-customer price books for materials markup

Full roadmap is in docs/Concorbit_Phase_16_Implementation_Plan_v1.md.