Job Categories as the name entails, allow you to categorise your jobs. They are created by you, so you can ensure they're set up to be meaningful for YOU. For example, they could be used for 'Waiting on parts' or 'With a 3rd party'.
1. Click on Administration icon.
2. Click Jobs and Parts .
3. Click Job Categories.
4. The job categories will be displayed. Click on NEW.
5. A dialogue box will open .
6. Type in the name of the new category and select position from the dropdown. Click Save.
7. The category will appear in the list.
You can activate or deactivate category. Drag and drop a category to rearrange order.
8. On a job card you can select the category. Click save.
9. On the job card screen the categories listed will be listed. Click on a category to display the job cards that it is associated with.
Paul Murray
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