Setting Up Default Job Details

For frequently used Job Types, it may be useful to create 'Default job details'.

This function operates similarly to the 'Note to Client' feature in Financial Documents, allowing you to automatically add detailed information about a Job Type, instead of inputting it manually each time.

Navigating to Default Job Details

• Navigate to Account Settings > Settings > Schedule > Job Types.
• Select a job type > Edit.
  • Go to the field Default Job Details and input the appropriate text which you wish to appear whenever this Job Type is used.

Setting Up Default Job Details behaviour

• Decide whether you wish this text to:
  • Replace other Job details.
  • Prepend (appear before) other job details.
  • Append (appear after) existing job details.
• The text itself and its position can both be amended at any time by an Administrator.

Example of 'Replace job details'

• In the above example, we are editing the ‘Service’ Job Type and have opted to 'Replace job details'.
• Once this is completed, select 'Save' and return to schedule a new job.

Example of 'Prepend job details'

• In this example, we are editing the ‘Service’ Job Type and have opted to 'Prepend job details'.
• This option allows you to still add a default job detail which will be greyed out on the new job and also allows you to add any additional job details on each job independantly.
• Once this is completed, select 'Save' and return to schedule a new job.

Example of 'Append to job details'

• In this example, we are editing the ‘Service’ Job Type and have opted to 'Append to job details'.
• This option allows you to still add a default job detail which will be greyed out on the new job and also allows you to add any additional job details on each job independently.
• Once this is completed, select 'Save' and return to schedule a new job.

Using Default Job Details

• Create a Job using your preferred method and select a Job Type for which you have created Job details in the back office.
• You will now see that the preset Job details have appeared.
• Where additional information specific to this Job has been input and you selected either the append or prepend option in the back office, then the Job details text will appear in the appropriate position alongside it.

Conclusion

Setting up Default Job Details in BigChange can save time and ensure consistency across frequently used Job Types. Follow the steps outlined to configure and use this feature effectively.