How to setup Job Types in Connect2Field?

From the main menu, choose:
Options -> Job Configuration -> Manage Job Type & Job Template Descriptions

A list of existing job types are displayed. Click on the Add button to create a new job type

1. Title your new job type, IE Installation, Service ect.
2. Select Color for Scheduler.
3. Click on the Save button to save the new job type

The new Job type has been created. You can now choose this job type when creating new jobs for your field workers.

To create default Service Descriptions, click Edit and choose the 'Service Notes' tab. Hit Add New.

The Service Descriptions would appear along with the other job details dispatched to the Field Worker. This feature assists Field Workers to keep up to date with details of servicing.

Completion Notes are for any additional notes your Field Workers would like to add at the end of each job.
Hit 'Save' when done.

Let us see the above job type and service descriptions in action from within a job card.

As you can see above, Choosing a:
1) Job Type (Re-Installation Job) auto-populates the
2) Service Description drop-down, which is selected and filled in (3)

The Job Type and Service Description are very handy tools to set up your service flow on Connect2Field. They automate job creation steps and also save time for repititive job creation taks.