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Job Categories

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'.

You first need to navigate to configuration - jobs and parts - job categories. Once here, you can add, edit and deactivate categories.

It's important to know how to use these newly created categories!

When you're in a Job Card, you can change the category.

From the all Job Cards screen, you will notice the newly created categories and they are a way of filtering jobs. You can click on any of the categories, in this example, Waiting PO, and it shows all the jobs in that category. You can select multiple categories to filter and once you're done, just click the category again to unselect.

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  1. Jade Cathrine

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