JOB TYPES

Enter the types of Jobs that are apparent within your business. For Building and Construction you might enter eg; New Home Builder, Renovation, Builder.

Note: If your processes are different for the same Job Type you might want to differentiate between them by having Builder Small, Builder Medium, Builder Large or Builder and Builder (Account)?

In this process of setting up job types, it may be worth setting up and considering an Internal job type for internal tasks specific to your business, for example; cleaning, maintenance, staff training, warehousing . etc

To edit, double-click on the required row. To add a new record click on Add Record.

Input Fields, Modify Fields, View Access Level and Modify Access Level settings define the minimum staff user access level to be able to perform the specific task. For example, if you don’t want certain staff to see this type of job, set the view access level higher than the access level of the staff member or members that you don’t want viewing this type of job. The Code field is unlikely to be used, however is there in the case where Job Types need to be mapped between Jobman and another system.