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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 already be able to select the job type that you've created.

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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.