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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.
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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.
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To |
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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) |