How to Add, Edit, and Delete Job Types or Job Packages
In The Customer Factor, the ability to create and manage job types and packages is a valuable tool that empowers you to streamline your scheduling process and enhance your customer interactions. In this comprehensive guide, we will cover how to add job types and packages, edit their details, and delete any unnecessary entries. Let's dive into the details:
How to Add Job Types and Packages:
- To begin, visit any customer profile and click into either "Create Estimate" or "Schedule Jobs" subtab area. Underneath the date field, you'll find the "Jobs" heading in bold, with a plus image to the right. Click the plus image, and a window will appear, allowing you to create individual jobs or packages.
Click that and a window will open where you can create an individual job or create a package. Packages allow you to expand on the item where you can add more details. You can even add a price if you have a package deal you offer to customers (e.g Whole house special @ $99.00):
Once you've added items/job types to your jobs list, you can then select it from the dropdown during the scheduling of any estimate or job.
Important: Please note that you can add jobs within any scheduling area. I just pointed you to a customer profile screen above but if you're scheduling a job from the quick add window for example and you don't see a job in the dropdown list, then you can add it at that time right within that quick add window's scheduling area. If you're scheduling an estimate and you don't see the job type/item in the list, then you can add it at that time, etc. etc.
So assuming you've added some job types/packages here's a good look at the list of items we can select from:
How to Edit:
Occasionally, you may need to edit a job type or package so that it displays differently within the dropdown as shown above. So go into any scheduling area. We'll go to the scheduling area on the add customer screen. To the right of the "Jobs" heading is a pencil image:
Click the pencil image to open up the edit item window:
Let's say you want to turn a job type (individual item) into a job package with some extra details and descriptions. So you select the item in the dropdown list in the edit item window and just check the checkbox to "Change to a job package". That opens up an area where you can take that item and enhance it a bit by adding some job details and really make it stand out when it's on an invoice or estimate.
Then click "Update". Any job type and/or job package that you edit and update will then be available throughout your account (and in the APP) to select when scheduling.
How to Delete:
There are times when there are simply too many job types/items displaying in the dropdown so you want to get rid of some. This can happen over time where you'll add items but then you end up not doing that service anymore.
So just like with the add and edit functions, you can visit any scheduling area. Next to the "Jobs" bold heading in the scheduling area there is a trashcan:
Click the trashcan to open up the delete window, select the job type/package that you don't want anymore, and delete it. Repeat the process for each job type/package that you want to delete.
Remember: Removing job types and packages does not erase them from past jobs. All sales and information associated with past jobs, estimates, and invoices are preserved even if job types are deleted. Deleting job types simply removes them from your job type dropdown list, offering a way to clean up your list without affecting historical data.
Happy Trails!
