Creating Jobs and Service Types

Creating Jobs and Service Types

To create a new Job or Service Type:

  • Click the Settings tile.
  • Under Operation Configurations, select Jobs / Service Types. The Jobs / Service Types panel loads and lists all the existing job types.
  • Click on the Create New button in the upper left corner.
  • Enter the required details requested in the pop-up that loads.
    • Description: Name to represent the Job/Service type.
    • Prefix code: Code for dispatch task.
    • Details: Description of the Job/Service type.
    • Report Template: Assign a default Report Template.
    • Dispatchable: Select this only if you use this Job/Service type for Dispatchable tasks. It is not required.
See: Creating Job and Service Types for Dispatch
  • Schedulable (Runsheet): Select the Job/Service type assigned to Runsheets.
    Billable Item: For billing purposes. Not required.
  • Select Save.

See also

 

 

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