Categorise Jobs using Job Types

A quick guide on how to label jobs using the job types feature

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The “Job Types” feature is designed to bring efficiency and organisation to your workflow by categorising jobs based on their specific nature.
Here's a comprehensive guide to help you make the most of this feature:

Default Job Types

The app includes default Job Types with default coloured labels that cover common tasks:
  • Installation
  • Upgrades
  • Inspection
  • Maintenance

Custom Job Types

Tailor the app to your specific business needs by creating your own Job Types. Whether it's "Quotes," "Emergency," or any other category relevant to your workflow.

Viewing and Adding Job Types

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1️⃣ Navigate to the “Settings” page by clicking on the ⚙️ gear icon
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2️⃣ On the Settings page, scroll down to the “Setup” section and then click on “Job Types”
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On the Job Types page there are two sections. First the Default Job Types section and below that the Custom Job Types section.
To add a custom Job Type:
1️⃣ Click on “Add Custom Job Type”
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2️⃣ Enter the relevant “Name” for your Job Type, e.g. “Quotes”
3️⃣ Choose the “Colour” that you want the label to appear as
4️⃣ Click on “Save Job Type”
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The newly added Job Type can now be viewed under the “Custom Job Types” section.
To Edit a Custom Job Type, simply click on the card.
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To Delete a Custom Job Type, swipe left on the card to reveal the Trash can icon.

How to Add Job Types to a Job

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1️⃣  Swipe left on the Job to reveal the "Edit" button
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2️⃣ Click on "Edit" and scroll down to find the "Job Type" section
3️⃣ From the Drop Down menu, choose the applicable Job Type—both default and custom options are available
4️⃣ Click on “Save Job”
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The Job Type will appear as a coloured bar underneath a Job card, allowing for prompt identification when viewing jobs
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