How to Add, Edit, and Delete Job Types and Packages

We discuss adding a job type in this article located in the "Setup" section but since we're in the "Scheduling & Jobs" section, this is also a good place to include how to add job types/job packages in addition to learning how to edit and delete job types/packages.

How to Add:

Please visit the add customer screen:add customer screen Scroll to the bottom of the screen into the "Schedule Jobs" area. You will see a "Jobs" heading in bold underneath the date. To the right of this heading is a plus image:quick add job 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 (ie: Whole house special @ $99.00):

add item windowOnce 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 the add customer 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:

pencil image correct

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 description. 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.

delete window

Note: Deleting job types and packages does not delete them for past jobs, so all sales and info for past jobs/estimates/invoices are retained even if job types are deleted. All that happens when deleting job types is it removes them from your job type dropdown list which helps you clean up your list.

Best Regards,

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