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Release Update: Categorization of Job Type

Every job and quote now starts with a Job Type — 13 categories, from Cleaning to Windows, including an Other catch-all. It’s a required field alongside Customer and Job Title. First step toward quote fields and templates that adapt to the type of job — more on that soon.

What's included

  • 13 job types: Cleaning, Electrical, Flooring, General, Handyman, HVAC, Junk Removal, Painting, Pest Control, Plumbing, Pressure Washing, Windows and Other.
  • Required on every new job, next to Customer and Job Title.
  • The same list as Primary Trade in Settings, so the two always match.
  • Groundwork for quote templates by trade. The first, Pressure Washing, shipped on September 28 and opens automatically for pressure washing jobs. Cleaning, Window Cleaning, Painting and Flooring followed on September 30.
New job form with the customer picker open and an empty Job Summary panel
A new job starts with Customer, Job Title and Job Type.
Job Type dropdown open, showing Cleaning, Electrical, Flooring, General, Handyman and HVAC
Pick from 13 job types, each with its own icon.
Job Type marked as a required field above the job description
Job Type is required, like Customer and Job Title.
Completed job form with Customer, Job Title and Type filled in, ready to save
With all three filled in, the job is ready to save or quote.

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