Job Type Manager

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JobType1.jpg
To access Job Type Manager, select the setup COG > Setup > Job Setup > Job Type Manager
Job Types are used to organize jobs by types. Service types can be assigned to job types to further group jobs.
Fields
Job Type Code Description  
Est Hours Quoted $s KPI Call Count
Opportunity Active All
     
     
JobType2.jpg
     
• Create a new Job Type by cloning an existing Service Type
• Create a new Job Type by cloning an existing Cost Type
• Create a new Job Type by cloning an existing Job Type
     
JobType3.jpg
     
Service types are assigned to job types.  Only service types assigned to a job type can be assigned to a job.  
 
Fields
Service Type Description KPI Call Count Active
Assigned Button Not Assigned Button Remove all Assignments  
       
JobType4.jpg
       
Cost types are used to assign general ledger accounts to transactions. 
 
Fields
Cost Type Description Classification Sub Class  
Labor Inventory Purchases Active
Revenue Account   Subaccount  
Cost Account   Subaccount  
       
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