The default job values can be manually adjusted for each job description you set up. This allows you to create jobs with information automatically applied allowing you to create jobs with greater consistency easily. These are set up through your system settings, you can do so by opening the 'job descriptions' setting.
- Once your job description has been created, you can then click the 'configure' option next to it in the existing list of job descriptions - this will bring up a new page from which you can adjust the default values for this job. These values can also be manually adjusted for specific jobs if need be.
- Along the side-panel on the left, you can click into the various sections (under their headings), in order to configure them independently.
- The 'job values' section includes the job notes, the default quoted amount, the ability to set up any service reminders that would be associated with the job, the invoice category the job will fall under as well as the priority and a checkbox allowing you to schedule the appointment.
- Once these features have been defined, ensure you click 'Save' in the bottom right to apply this configuration.