Step-by-Step guide

In this example we will be creating a job type for website development and also add a checklist.

1. First go to Settings -> Dimension -> Job Types and create a new job type 

Give it a name and tick the active box.

Checklist for Job Types (Optional)

2. Click “create new job type” as seen below, to create checklist categories.

3. Lastly click “create new job type” to create a value for the checklist categori, e.g. “html” as value for “coding language”.

4. You now have a check able checklist

Price quote default on job type

A default price quote can now be set for job types.