Job Types

Job Types

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!







    • Related Articles

    • Branch Settings

      How to Add/Edit Branch Settings Branch Module From any Module Click on "Administration" (located on the left-hand side of the screen) Click on "Branches" (located on the left-hand side of the screen) To add a new Branch, click on "New" (located on ...
    • Company Settings

      How to Edit Company Settings Administration Module/Company Settings From any Module Click on "Administration" (located on the left-hand side of the screen) Click on "Edit" next to the section that needs to be edited Make the necessary changes Click ...
    • Lead Sources

      How to Customize Lead Sources Lead Sources From any module Click on "Administration" (located on the left-hand side of the screen) Click on "Lead Sources" (located towards the bottom of the page) To remove an entire category - Click on "Actions" then ...
    • Brands & Discounts

      How to Add/Edit Brands & Discounts Brands & Discounts From any Module Click on "Administration" (located on the left-hand side of the screen) Click on Brands and Discounts (located towards the bottom of the page) To Add Brands to your Global Product ...
    • Add Job Sections to an Existing Budget

      How to Add Job Sections to an Existing Budget Budget Module Open the Contact (or customer) Open the Opportunity Open the Budget Click on "Edit" (located to the right of Job Sections)  Click on "Add"  Enter in the new Job Section Name Using the ...