Go to Account > Settings > Job Categories to edit existing categories, or create new ones:


You can then assign a Job Category as part of creating & editing jobs:

You can also create filters to view jobs by Category in the Dispatch Board:


Colours set to Job Categories provide a quick way to visually distinguish jobs on the Staff Schedule:

You can also view breakdowns of job volume & revenue by Category in the Reports tab:

And, when exporting your jobs to Excel it is possible to segment the data by Category:


