Job Types

Job Types let you categorize the work your company performs, like Commercial Exterior, Residential Interior, or Prevailing Wage. They appear as a required selection when creating or editing a Job or bid, and are used in reporting to filter and group work by category. Each Job Type has settings that control how hours over/under reporting works and whether the type uses custom pay rates instead of standard cost rates.

Job Types also have an optional color setting. Colors assigned to Job Types appear in reports to make it easier to identify work by type at a glance. To remove a color, select the white box in the color picker.

How to access Job Types

1. In the left navigation, select My Account.
2. Select the Custom Fields tab.
3. From the Select Category dropdown, choose Job Types.

The page displays the Customize Bid/Job Types section with the Job Types table.

Default Job Types

Workglue includes the following default Job Types:

• Commercial Exterior
• Commercial Interior
• HOA Exterior
• HOA Interior
• Industrial
• Prevailing Wage
• Residential Exterior
• Residential Interior
• Time and Materials

Job Types table

The Job Types table displays the following columns:

• Job Type Name: The name of the job type.
• Time and Materials: Whether this job type is excluded from hours over/under reporting.
• Prevailing Wage: Whether this job type uses custom rates instead of standard cost rates.

How to add a new Job Type

1. Go to the Job Types section in Custom Fields.
2. Select Add New Item at the bottom of the table.
3. The Add New Job Type modal opens.
4. Enter a Job Type Name.
5. Configure the Time and Materials and Prevailing Wage settings as needed.
6. Select Save Job Type.

Job Type fields

• Job Type Name: Required. The name as it will appear when creating or editing Jobs and bids.
• Time and Materials: When checked, this job type is excluded from hours over/under reporting. Use this for jobs where hours are billed directly to the customer and over/under tracking does not apply.
• Prevailing Wage: When checked, jobs with this type use custom pay rates instead of standard cost rates. Use this for government or publicly funded projects that require prevailing wage compliance.

How to edit a Job Type

1. Find the job type in the table.
2. Select the row to open the edit view.
3. Update the fields as needed.
4. Save your changes.

How to delete a Job Type

• Find the custom job type in the table.
• Select the red trash icon on the right side of the row.
• Confirm the deletion.