Step by step
- Open Administration › Settings › Job types →.
- Press Edit on the job type's row. The Edit: <name> panel opens.
- Change any field.
- Press Save. You see "Saved."
What changes
New jobs use the new settings at once. A fixed charge is added when a job is logged, so jobs already logged keep the charge they got.
Checklist items you keep with the same wording keep their answers on existing jobs.
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.
- Stop using a job typeHide a job type from new jobs without losing it from old ones.