Job Categories

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This article will be broken into 3 parts.

How Job categories are used.

How to set a jobs category.

How to customize your list of Job categories.

Job categories can be used to sort your jobs on the find jobs screen.

Go to the Job Finder ->“Modify” a Job.

Under the “Who & Where” tab, set the Job category.

Go to File > List Management > Job Categories

Simply use the add new, modified, and delete buttons to customize your list of categories.

You can select a category to default for new jobs, or jobs converted from a Quote.

If you accidentally delete an entry, don’t worry it has only been deactivated.

Uncheck the active only box, modify your entry, and check the active box.

Job categories can be used to sort your jobs on the find jobs screen.

Go to More > List Management > Job Categories

Simply use the add new, modified, and delete buttons to customize your list of categories.

You can select a category to default for new jobs, or jobs converted from a Quote.

If you accidentally delete an entry, don’t worry it has only been deactivated.

Uncheck the active only box, modify your entry, and check the active box.

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