What are Job Management fields?

Job Management fields help you control what data you capture for Leads and Bookings. There are some core fields that have limited editing availability, but you can also add custom fields. Fields can be set to be visible used in Leads, Bookings or both.

1. Go to your Profile Icon (bottom left) > Settings
2. Click on Job Management,
3. On Fields tab, you can review the current job management fields that are visible, and choose from the current available job management fields that are not visible.
4. If you want to add a new Job Management field scroll to the bottom of your screen and click on the “+Add Field” button.
5. Input the values you want,
   Name
   Type - choose from the dropdown selection
   Field Visibility - Choose from "All", "Bookings" or "Leads" from the dropdown selection
6. Click Save
7. On Settings tab, you can adjust the Minimum Time Between Jobs by clicking on the Dropdown Menu and making your selection.
8. Click Save