1. Go to Administration → Jobs.
2. Click + Add New button.
2. Enter the Job Type name, select the default checklist, and add a default description.
When creating quotes, you are able to select the same list of job types so you can also put your default Quote Description.
Once done with the configurations, click Save to proceed and when you create a job or a quote, you'll be able to select the job type that you've created.
Note: You can also assign a default color for the job type as well as select a Custom Form which you can set as a required form before First Check In or after Job Completion.
To learn more about adding a default Custom Form per job type, please see How to automate a Custom Form at Job Check-in or at Job Completion user guide.
You can also set up unique income codes for each job type if necessary or preferred. Please see Can I set up a unique account code for jobs and supplies? FAQ for more details.
To access a tutorial videos about Job Types you can click the link below:
https://www.ascora.com.au/TrainingVideos/VideoViewer/Admin-Jobs-JobTypes(Setup)
https://www.ascora.com.au/TrainingVideos/VideoViewer/Admin-Jobs-JobTypes(WorkingwithJobTypes)
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