Method Jobs allow you to categorize its job type. By default, the following job types are available for Method Jobs:
Repair
Install
Maintenance
Job Types control how Jobs are classified but do not impact scheduling or billing logic.
Managing Job Types
You can manage Job Types directly from the Job screen.
Open an existing Job or create a new Job.
Click Edit (if viewing an existing Job).
Scroll down and open the Job type dropdown. Select Manage job types.
You will be redirected to the Job Types List screen.
Job Types List Screen
The Job Types List screen displays all Job Types on the account. Here you can create and edit Method Job Types.
📌 Note: The three default job types:
Cannot be renamed nor deleted.
Can be set to inactive.
Continue displaying on existing Method Jobs even if made inactive.
Create a new job type
Click ⊕ New job type to open the New/Edit Job Type modal.
Enter:
Job type name
Active status (No/Yes)
Click Save.
Edit a job type
Click an existing Job Type in the grid.
The New/Edit modal opens with fields pre-filled.
Modify:
Job Type name (if not a default type)
Active status
Click Save.