How to create and customize a job category | servicefusion

How to create and customize a job category

  1. Click on My Office

2. Click on Settings.

3. Click on Job Categories.

4. Click on Add New.

5. Enter the Category Name.

6. Enter the Parent Category (If Applicable)

7. If you want to set defaults for the Category, Set Automatically Pre-Load Category Defaults to Yes.



8. Set the following if you want the category to Automatically populate information for the job.

  • Default Job Priority

  • Default Duration

  • Default Job Description

  • Default Notes For Techs

  • Default Custom Fields

9. Click on Save.