Add Job Types

Here you can create and manage different job categories within your company. Each job type allows you to define specific terms and conditions tailored to that job, ensuring clarity for both your team and clients. You can also attach relevant forms automatically to each job type to streamline your workflow. By organizing jobs under distinct categories, you can easily manage expectations, track performance, and maintain consistency in the execution of tasks. The drop-down feature for selecting terms and conditions and forms allows you to reuse pre-existing content, making it simple to apply standard templates or customize job specifications as needed.

Prerequisites: Account owners and those with administrator access.

Instructions

1. After completing each stage of Step 2: Create Your Team during your onboarding with Suprata, you will see Step 3: Set up Your Job Workflow expand on the welcome banner. Alternatively, you can click on the tab to expand it.
   
   
   
   
   
   
2. In Step 3: Set up Your Job Workflow, you will see the hyperlink: Add Job Types. Click here to enter the Manage Job Types page.
   
   
   
   
   
   
3. Click Add Job Types to enter the New Job Type page.
   
   
   
   
   
   
4. Enter the Job Type, then select pre-exisiting content tags from the drop down menu in each field Terms and Conditions and Associated Forms.
   
   
   
   
   
   
5. Once complete and all details have been checked for accuracy click Save.
   
   
   
   
6. The page should refresh and return you to the Manage Job Types page where you will now see your added Job Type.
   
   
   
   
   
   
7. To continue Company Setup, please click the link Continue Setup at the top of the page.