How to Customize Job Types

Job Types

1. From any module
   
2. Click on "Administration" (located on the left-hand side of the screen)
   
3. Click on "Job Types" (located towards the bottom of the page) 
   
   
4. To remove an entire category - Click on "Actions" then click on "Remove" 
   
5. To add a category - Click on "New" (located on the upper right-hand corner) 
   
6. Enter the required information
   
7. Click on "Create" 
   
8. To make changes to a category - Click on "Actions" then click on "Edit" 
   
9. Make the necessary changes then click on "Save" 
   

Please Note!

After making changes to the Job Types at the Company Level you MUST make the same changes to each branch.

1. Click on "Branches" (located on the left-hand side of the screen)
   
2. Click on the "Branch Name"
   
3. Click on "Job Types" (located towards the bottom of the page) 
   
4. Repeat steps 4-9 from above
   

Please Note!

New Job Types MUST be added at the Company Level first before they can be assigned to the branch!