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Understanding Job Types

Learn what Job types are in Workglue, how they are used, and how to manage them.

A Job type is a label that describes the kind of work being performed on a Job. Job types are required on every Job and are used to organize and filter Jobs across Workglue, including in the WIP Report.

What Job Types are used for

Job Types are internal labels. They do not change how Workglue behaves the way stages do, but they are required before a Job can be created and they can be used to filter Jobs in reports.

Common examples of Job Types include Commercial Interior, Residential Exterior, and HOA. Your company can set up any Job Types that fit your workflow.

Managing Job Types

Job types are managed in My Account > Custom Fields > Job Types. From there you can:

  • View all existing Job Types.
  • Add new Job Types.
  • Delete Job Types your company no longer uses.

Setting a Job type

Job Type is set when editing Job details. It is a required field and must be filled before an Opportunity can be converted to a Job.

  1. Open the Job or Opportunity.
  2. Select the pencil icon in the top right of the Job details section.
  3. Select the appropriate type from the Job Type dropdown.
  4. Select Save.

Job Types in reports

Job type can be used to filter Jobs in certain reports, including the WIP Report. Filtering by Job Type lets you see the financial and hours data for a specific category of work across all active Jobs.