This article will be broken into 3 parts.
How Job categories are used.
How to set a job's category.
How to customize your list of Job categories.
Job Categories
How Job Categories are Used
Job Categories allow you to separate jobs that have special rules like Contracted jobs or Government Jobs, allowing you to track their progress easier.
Job categories can be used to sort your jobs on the find jobs screen.
Set a Job's Category
Go to the Find Job window and find your desired job. Double click on it or Click the Ellipsis -> Modify to open up that job's 'Define Job' window.
Under the “Who & Where” tab, select the Job category.
Customize your List of Job Categories
Go to More -> List Management -> Quotes, Jobs, & Invoices -> Job Categories
Click 'Add' to create a new category.
Click 'Open' to edit an existing category.
When creating a Job Category, you can specify if you'd like it to be the default category that new jobs and converted quotes be assigned to.
To delete a category, simply uncheck the 'Active' checkbox.
To reactivate the category, simply click the Active Only Box in the top right corner and then click the checkbox next to the deactivated category.
OR
Open the one you wish to use again by clicking 'Open' and check its 'Active' box. It will now be available for Jobs to be assigned to.
