Job Types

Use the Job Types section of the General tab to define the available job types for your shop. ExamplesClosed Standard, Warranty, Glass Only

Note: We recommend defining both Possible Total Loss and Total Loss as job types. This will allow shop employees to record possible total losses.

How to

  1. On the toolbar, click the More menu list at the top right; then select Configuration.
  2. Click the General tab.
  1. Under Job Types, click Add.
  2. In the ADD Job Type dialog box, type the job type.
  3. Click OK.
  1. On the toolbar, click the More menu list at the top right; then select Configuration.
  2. Click the General tab.
  1. Under Job Types, on the Job Types list, click to select the job type you want to edit.
  2. Click Edit.
  3. In the EDIT Job Type dialog box, modify the job type as needed.
  4. Click OK.
  1. On the toolbar, click the More menu list at the top right; then select Configuration.
  2. Click the General tab.
  1. Under Job Types, on the Job Types list, click to select the job you want to delete.
  2. Click Delete.
  3. In the confirmation message, click Yes.

Reference

Name Description

Add

Add a job type.

Edit

Edit a job type.

Delete

Delete a job type.

Import

Import a .csv file of job types, adding the imported types to the existing types on the Job Types list.

Export

Export a .csv file of the Job Types list.

Job Types list

The list of the shop's available job types.
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