Job Types

Job Types classify jobs for reporting and tracking. They are optional labels assigned to job headers to organize work by type, such as “New Construction,” “Service,” or “Maintenance.” Assigning Job Types consistently helps you filter and analyze jobs by category across your business.

Job Types are available only if your organization is licensed for Job Cost.

Follow these steps to add a new job type.

1. Go to Settings > Job Cost > Job Types.

2. The Job Types list opens.

3. Click New.

4. In the Create Job Type window, enter following:

   1. Name (required): Type a clear, descriptive name for the Job Type. The name must be unique within the same company and business unit.

   2. Active checkbox:

      • Leave Active selected to make this Job Type available for new and existing jobs.

      • Clear Active if you are setting up a type you do not want users to select yet.

5. Click Save.
   The new Job Type appears in the Job Types list and becomes available as a selection on the Job Type field when creating or editing jobs (for the same company and business unit).