Step by step
- Open Administration › Settings and click Job types →.
- Press + New job type at the top right. The New job type panel opens.
- Type the Name (e.g. Toner delivery) and choose a Category: Repair, Maintenance, Installation, Delivery, Collection, Software, Network, Training, Survey or Other.
- Optional: choose Charge on the job (a service from Parts & services; Nothing automatic for none), Usual duration (min) and Order in lists.
- Tick A machine must be chosen if every job of this type is for a specific machine.
- Tick Ask for floor, stairs, lift and parking (access charge applies) for deliveries, installations and collections.
- Write the Checklist for the engineer (see the checklist article) and optional Notes for the office (optional).
- Press Add job type. You see "Job type added."
Rules
Each name can be used once: "Another job type already has that name."
Usual duration is 5 to 1,440 minutes; Order in lists 0 to 1,000 (lower comes first, default 100).
Works together with
- Job types: checklists and fixed pricesThe kinds of work your firm does (repair, maintenance, installation, delivery, collection, PaperCut, firmware…). Each type can have its own engineer checklist, a fixed charge, a usual duration, and can require a machine or ask for access details.
- Write a checklist for the engineerOne item per line. Mark must-do items with *, and add [test], [text], [number] or [firmware] at the end for answers other than a tick.
- Change a job typeRename a job type or change its category, charge, duration, order, checklist or the machine and access options.
- Parts & services (price list)Your catalogue of parts, toners and services with selling prices, used on jobs, quotes and invoices.