How do I create a new Job Type?
To create a new job type in your Web Portal, go to Jobs > Job Type Templates > +New Job Type.
Tue, 11 Apr, 2023 at 2:15 PM
How do I edit or delete a Job Type?
To edit a Job Type in your web portal, CRM > Jobs > Job Type Templates > Select Edit on the Job that you would like to edit. Editing a Job Type wil...
Tue, 11 Apr, 2023 at 2:21 PM
Why would I use Job Types?
Job types are like templates and very useful. You can save time by creating templates for the different types of jobs you perform. Automated communicati...
Mon, 17 Apr, 2023 at 2:14 PM
How do a add a web form to a job type template?
Just like adding any other form to the Job Type you can add a webform to be automatically attached to a job and have it automatically send. Choose the w...
Tue, 18 Apr, 2023 at 2:52 PM
Do I have to use Job Types?
No, it's optional. We encourage you to use Job Types because they are a great way to save time by pre-setting template information for each different t...
Fri, 15 Jul, 2022 at 11:22 AM
Do I have to have a recurring on my job type?
A recurring profile is optional on a Job Type Template.  In some instances the recurring profile will be different for each individual job that you do, ...
Mon, 17 Apr, 2023 at 2:18 PM
What are Job Status Updates?
Job Status Updates is an awesome tool as it enables you to communicate effectively with your customers and team. Keep your clients and team informed with au...
Thu, 16 May, 2024 at 12:02 PM
How many Job Status Updates can I have for each job type?
You can have as many Job Status Updates for each job type as you like
Fri, 15 Jul, 2022 at 9:36 AM
How do I set up a Job Status Update?
Automatically send emails, SMS, Letters or create new Tasks triggered by the change in job status. You can customize the content of the Updates using placeh...
Tue, 11 Apr, 2023 at 2:56 PM
How do I delete a Job Status Update?
To remove a Job Status Update, click Delete in your web portal under Jobs > Job Type Template >  (Create new Job Type or Edit an existing Job Type) Jo...
Tue, 11 Apr, 2023 at 2:59 PM