This article will be broken into 3 parts.
How Job categories are used.
How to set a jobs category.
Job Categories on Desktop
How job categories are used.
Job categories can be used to sort your jobs on the find jobs screen.
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Job categories can be used on the billed out report by going to Reports->Billed Out.png)
How to set a jobs category
Go to the Job Finder ->“Modify” a Job.
Under the “Who & Where” tab, set the Job category.
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How to customize your list of Job categories.
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.
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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 on Portal
How job categories are used.
Job categories can be used to sort your jobs on the find jobs screen.
How to customize your list of Job categories on Portal
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.