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
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Schedulable (Runsheet): Select the Job/Service type assigned to Runsheets.
Billable Item: For billing purposes. Not required. - Select Save.
See also