Job Settings - Details, Statuses, Members and Types

Customise your Jobman to suit your business by setting up Job Types, Job Statuses, Member Types and Job Details. To access these functions, go to your 'Settings' located on your user menu, find & click on 'Jobs' then choose the setting type you'd like to update.

• Jump to Job Types
• Jump to Job Statuses
• Jump to Job Details
• Jump to Job Member Types

Job Types 

You can use the Job Type settings to create and manage different job types used in your business, these are allocated to your jobs, this allows you to search or filter by the type. To access these settings, click on Types under your Job Settings.

Creating or Updating a Job Type

Once you have accessed your settings

1. Click 'Create' to add a new Job Type.
2. Name your Job Type.
3. Save this by clicking 'Create'.

You will then be taken to the job type where you can update to rename or delete if not required.

To update an existing job type, simply click into the job type, click update, amend as required & save.

Job Statuses 

You can use Job Statuses to define the state of the job which will enable you to track the progress of your jobs, you can search or filter by your statuses. Set your statuses for all different stages of your jobs. To access these settings, click on Statuses under your Job Settings.

Creating or Updating Job Statuses 

Once you have accessed your settings

1. Click 'Create' to add a new status.
2. In the 'Name' field, name your status, this is how it will appear in your Jobs tab.
3. If your status marks the end of a job, click the checkbox 'Jobs with this status are finished'.
4. Finally, to save your new status click 'Create'.

You will then be taken to the new status you have created. From here you can choose to set this as your default, meaning anytime a job is created or converted from a lead it will be set with this status.

To update a job status, simply click into the status you want to edit, then click either update or delete. You can also change your default by following this process and clicking the 'Set to Default' button. Finalise by clicking 'Save Changes'.

Job Details

Job details allow you to collect & add additional or important information when creating or updating a job.  Inside any job created, the details will be viewed under the job info tab as shown below. To access these settings, click on Details under your Job Settings.

Creating or Updating a Job Detail

Once you have accessed your settings:

1. Click 'Create' to add a new Job Detail.
2. In the 'Name' field, add the name for your Job Detail.
3. Choose your Question Type from the dropdown.
4. If you select the question type as 'Dropdown' you will need to add some options.
5. Type the option you would like to appear, add more by clicking 'add another item'.
6. If you want this field to be a requirement, click this checkbox. If you leave this blank, users will be able to create the job without filling out the field.

You will then be taken to the detail you have just created, from here you can update or delete.

To update an existing job detail, simply click into the job detail, update, amend as required & save.  

Job Member Types

Job member types are assigned to members inside a job. To access these settings, click on Member Types under your Job Settings.

Create or Update a Job Member Type

Once you've accessed your settings

1. Click 'Create' to add a new Member Type.
2. Name your new member type, this is how it will be displayed inside the job.
3. You can assign this member type to the first person added as a member by clicking the checkbox 'Assign to first member'. Leave this blank to be able to choose the type when adding a member.

A job will automatically assign the person creating the job as a member.

Learn how to assign a member to a job here: Assigning a Member to a Job

Need more assistance?

For more information on these settings you can view our help video below, please note as we are constantly improving and releasing new features, some things may have changed!