1. Help Centre
  2. Account setup & configuration

Set up your job types

Job types are essential for categorising the different kinds of work that needs to be done. They can provide specific workflows, control required forms to capture, as well as specifying the kinds of materials and services that can be done on a job.

1. Click on 'Data'

Click on 'Data'

2. Click on 'Manage' under 'Job types'

Click on 'Manage' under 'Job types'

3. Click on 'Add job type'

Click on 'Add job type'

4. Enter a name for the job type

Enter a name for the Job type

5. Click on 'Save'

Click on 'Save'