Job Category

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This article covers the Job Category field pictured below (on the full and quick add job screens), and is broken into the following parts

1. How to create custom Job categories
2. How are Job categories Used?

Full Job Screen

Quick Add Job Screen

1. How to create custom Job categories

1a. Go to File > List Management > Job Categories

1b. Click the add new, modify, and delete buttons to customize your list of Job categories.

1c. Note that you can set a category to be the default for new jobs, or jobs converted from quotes.

2a. Job categories can be used as a filter on the find jobs screen.

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