How to add job types

In this article, you'll learn how to set up job types: the choices in the Job type field on every job. When each job says what kind of work it is, your schedule and reports are easier to read. You can also choose which kinds of work ask the customer for a review once the job is marked Done.

Only admins can add or change job types.

To open your job types:

  1. Click the gear icon at the bottom of the menu. The Settings list opens above it.
  2. Under Jobs & leads, click Job types.

You can also go straight to Settings › Job types.

Opening the Job types page
Opening the Job types page

Adding a new job type

  1. In the New job type box at the top of the page, type the name of the work, like "Junk removal" or "Move-out clean".
  2. Click Add, or press Enter.

The new type lands at the bottom of the list. The next time someone creates or edits a job, it's in the Job type dropdown.

Adding a job type
Note: Job types are only added here. The Job type dropdown on a job lets you pick one, not create one. A job type is a name plus its Review when Done switch. It doesn't carry a set length of time or its own fields. If you type a name that's already on the list, nothing new is added.

Changing the order

The Job type dropdown on a job lists your types in the same order as this page, so put the ones you use most at the top.

  1. Click and hold a tile. The ⠿ on its left shows where to grab it.
  2. Drag it where you want it and let go.

The new order saves as soon as you drop the tile.

Renaming a job type

  1. Click Rename on the tile.
  2. Type the new name.
  3. Click Save, or press Enter. To keep the old name, click Cancel or press Escape.
Renaming a job type

Choosing which job types ask for a review

Every job type has a Review when Done switch, and it starts on for each new type.

  • On: when a job of this type is marked Done, your review request goes out like it normally would.
  • Off: when a job of this type is marked Done, no review request goes out, no matter what your review automation or the job's tags say.

To change it, click the switch on that type's tile. It saves right away. Turn it off for work where asking for a review doesn't fit, like warranty callbacks or internal jobs.

The Job types page, with the Review when Done switch beside each type
The Job types page, with the Review when Done switch beside each type
Tip: If review requests never go out for one kind of job, check this switch first.

Deleting or archiving a job type

  1. Click the X at the right of the tile.
  2. You're asked to confirm. Click Delete.

What happens next depends on whether any jobs use that type.

  • No jobs use it: it's deleted.
  • Jobs still use it: it's archived instead. It moves to an Archived list at the bottom of the page, and a note tells you how many records still use it. Those jobs keep their job type, but nobody can pick an archived type on a job anymore.

The Archived list stays closed until you click it. To bring a type back, open Archived and click Restore next to it. It goes back into your list and the dropdowns.

Doing it from the phone app

The same list is in the app.

  1. Tap the menu icon at the top of the screen.
  2. Tap the gear icon at the bottom of the menu. The Settings list opens above it.
  3. Under Jobs & leads, tap Job types. The Settings screen opens on its Job types tab.

Adding, renaming, deleting, the Review when Done switch and Restore work the same as on the web. Reordering is different: tap the ⠿ on a tile (it turns blue), then tap the tile you want to put it in front of.

If you rent out units

If you use Asset Tracking, you don't set which job types deliver, pick up, relocate or exchange a unit on this page. That's under Asset Tracking › Settings. While the feature is on, the Job types page on a computer has a link to it at the bottom.

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