A job type is your own label for the kind of work a job is: Maintenance, Installation, Service Call, Warranty, Breakdown, whatever matches your trade. You pick one when you create a job, and it sticks with the job from there.
Types are entirely yours. Teamsmith doesn't impose a list, so name them the way you and your team already talk about the work.
Type, status and billing are three different things
They're easy to mix up, and each answers a different question:
- Job type: what kind of work is this? Maintenance, Installation, Warranty.
- Job status: where is it up to? Not Started, Job Running, To be Invoiced.
- Billing type: how does it get charged? Fixed fee, Time & Materials, Retainer, Non-billable.
A job has all three at once: an Installation (type), Job Running (status), on a Fixed fee (billing).
Setting up your types
Go to Settings → Jobs. Job Types sits above Job Statuses on that page.
- New Job Type adds one. A type is just a name, up to 20 characters; short labels read better in the picker and on lists.
- Edit renames an existing type. Renaming updates it everywhere, on jobs already using it too.
- Drag the handle to reorder. The order here is the order in the Job Type dropdown on the job form, so put your bread-and-butter work at the top.
- Delete removes a type from the list.
Job types are managed from the app too. Open Jobs settings, where you'll find a Job Types section above Job Statuses; add, rename, reorder and delete without reaching for a laptop.
Who can change them
Managing job types needs the Team & Settings permission. Everyone can still pick a type when creating a job.
Why they're worth getting right
Filter the jobs list by type to see just your maintenance work, or just your warranty jobs.
The Revenue by Service report groups your invoiced revenue by job type, so your types become the categories you see your income broken down by. Jobs with no type roll up under "Uncategorised". See Reports overview.
Keep the list short
Half a dozen types you actually use beats twenty you have to scroll past. If a type only ever applies to one or two jobs a year, it's probably a job description, not a type.
Get the list right early and every job after slots straight into it. Rename rather than delete once you've got history; renaming keeps the jobs and the reporting intact.