Job Types in Field Complete
Overview
Job Types are a fundamental categorization tool in Field Complete that help you organize and identify every job in your system. As a required field when creating jobs, they provide consistency and clarity across your entire workflow.
Creating and Managing Job Types
Job Types are created and managed through the Settings menu under Job Type Manager. This centralized location allows you to:
Create custom job types tailored to your business needs
Add descriptive notes to ensure all team members use each job type consistently
Share job types with subcontractors who source work through Field Complete
The ability to add notes within the settings is particularly valuable for maintaining standardizationāensuring that everyone on your team categorizes jobs the same way, reducing confusion and improving data accuracy.
Why Job Types Matter
Job Types provide visibility and organization throughout Field Complete:
Calendars: Quickly identify job types at a glance when viewing scheduled work
Invoices: Automatically categorize billing by job type for clearer financial tracking
Estimates: Maintain consistency from quote to completion
Reporting: Filter and analyze your business by job category
Best Practices
To maximize the value of Job Types:
Create clear, descriptive names that are easily understood by all users
Use the notes feature in Job Type Manager to document when and how each type should be used
Review your job types periodically to ensure they still align with your business operations
Train new team members on proper job type selection to maintain data integrity
By leveraging Job Types effectively, you'll create a more organized, searchable, and reportable system that grows with your business.
