Job Settings - Job Types, Statuses, Details, and Members

Use job settings to customise your Jobman software to suit your business.

Access these options by navigating to Settings > Jobs.

In this article:

Job Types

Job Statuses

Job Details

Job Member Types (external article)

We recommend that you complete your set-up in this order:

Job Types
Job Statuses
Job Details
Member Types.

Job Types

Differentiate between different job types (for example: residential or commercial). This may be specific to your business, so you can define and allocate these as you wish. Job types are a filterable attribute, so you can search for all jobs of a specific type, or create a report for jobs of a specific type, etc.

Creating or Updating a Job Type

Go to Settings > Jobs > Types and click Create.
Name your job type.
Click Create again.

You can click into an existing job type at any time to Update (rename) or Delete it.

Job Statuses

You can use job statuses to define the current state of progress that a job has reached. As with types, job statuses are a filterable feature, so you can search for and report on jobs by status.

Automation: A job will automatically move to the next status once all tasks in a step of the workflow are completed. Read More

Creating or Updating a Job Status

Go to Settings > Jobs > Statuses and click Create.
Name your job status.
If this status marks the end of a job, select the checkbox for Jobs with this status are finished.
Click Create again.

You can click into an existing job status at any time to Update (rename or select/deselect Finished), Delete, or Set as Default.

If you set a job status as default, any newly created jobs will automatically hold this status.

You can only have one default status.

You can have more than one finished status.

From the job status settings you can see which status is set to default or finished. Note: you can have more than 1 status set as 'finished'.

Job Details

Job details allow you to add and collect important information when creating or updating a job. Inside any existing job, the details can be viewed under the job info tab as shown below.

Example: If you have several staff members assigned to different parts of the job, they can be seen here, i.e: Project Manager, Check Measurer, Drafter, Installer, etc.

Creating or Updating a Job Detail

Go to Settings > Jobs > Details and click Create.
Name your job detail.
Choose your question type from the drop-down.

What do each of the question types mean?

Text: Allows you to type in a few words or a short sentence.

Paragraph Text: Allows you to type several sentences of text.

Email Address: Enter an email address.

URL: Enter a web browser link, handy for a question regarding appliance types/models.

Number: Enter a numerical value.

Drop-down: Provide several options to select from, using a drop-down menu tab to display all options.

Checkbox: A filter/tick box.

Images: Upload images. Images must be JPEG or PNG files.

Files: Upload files.
If you select Drop-down, you will need to add some options. Type the option you would like to appear, add more by clicking Add another item.
Tick the box for Required if you need this detail to be entered when a job is created. If you leave the box unticked, users will be able to create jobs without providing this detail.

You can click into an existing job detail at any time to Update or Delete it.

Options will only appear if you have selected 'drop-down' as your question type.

Job Member Types (external article)

Member types are assigned to members of a job, e.g. "Project Manager" or "Installer".