To view, organise & run basic reports by different job types or characteristics, you can use Job Categories. You can create custom Job Categories in the Online Dashboard, and assign a Job Category in the job card (next to ‘Job Status’).Documentation Index
Fetch the complete documentation index at: https://support.servicem8.com/llms.txt
Use this file to discover all available pages before exploring further.
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:
