Job types, sources, priorities and service types

Four lists on every job describe how it came in and how to handle it: Job type, Source, Priority and Service type. For example, a walk-in customer with a phone under warranty might be Warranty, Walk In, Regular and Carried By User.

Each list has a default, so a new job is never left blank. All your businesses share these four lists.

At a glance

List	What it starts with	Can you change the list?	Picked on a new job
Job type	No Warranty, Warranty, AMC, Return, Free	Yes	No Warranty
Source	Walk In, Google, Referral, Just Dial	Yes	The first source in the list
Priority	Regular, Urgent, Critical	No	Regular
Service type	Carried By User, Pickup, On Site, Courier	No	Carried By User

The dropdowns list values in A to Z order. To change what’s picked on a new job, go to Settings › Jobs & repairs › Default job creation settings. Use Default job type, Default job source and Default priority.

Job type

How the repair is paid for or covered.

Job type	Use it for
No Warranty	A normal repair the customer pays for
Warranty	A repair covered by a warranty
AMC	A repair under a yearly maintenance contract
Return	A device that came back after an earlier repair
Free	Work you don’t charge for

To add, rename or delete a job type, go to Settings › Jobs & repairs › Job types. You can also add one from the Job type box on the job form, if your shop owner lets you. Job type reports group your jobs by these values.

Source

Where the customer found you. It helps you see what brings in the most work.

The list starts with Walk In, Google, Referral and Just Dial. Change it under Settings › Jobs & repairs › Sources, or add a source from the Source box on the job form.

Priority

How urgent the job is: Regular, Urgent or Critical. You can’t change this list.

Service type

How the device gets to you.

Service type	What it means
Carried By User	The customer brings the device in
Pickup	You collect the device from the customer
On Site	You repair it at the customer’s place
Courier	The customer sends the device by courier

You can’t change this list. Picking Pickup doesn’t book a pickup by itself. Pickup and drop has its own screens.

Where you see these on the job form

On the create job form, Source, Service type and Job type are in Basic information. Priority is in More details.

Your shop owner can move any of them to the Only when needed section, or hide them, using Form setup. Each one prints on the job sheet if it’s turned on in your print settings.