Set Up Your Shop's Job Lists

The Create Job form uses your shop's own Job types, Service areas, Ad sources, and External companies. The owner manages them in Settings > Job lists.

What Each List Is For

• Job types: the kind of work, such as rekey, safe service, or garage door repair.
• Service areas: the city, county, or territory your shop uses to group jobs.
• Ad sources: how the customer found you.
• External companies: a partner or company that sent you the work.

Add, Rename, or Remove a Choice

Open Job lists, choose the list, and add a name. Use a row's rename or remove control to change it. Removing a choice takes it out of the active picker while preserving its use on older work. Removed choices can be restored.

When you have permission, a job form's picker also lets you add a missing choice as you work. A list entry is a label, not a price or a schedule.

Job Types and Service Templates

A job type describes the work. A service template supplies starting charges and duration. You can pick either without the other. See Manage Job Templates and Create a New Job.