Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 3 Next »

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, 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.

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 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.

  • No labels