Set up your job workflows once. Let templates and job types do the heavy lifting from there.
What's New
We've upgraded both job types and templates to give you more control over how jobs are created and managed.
Job Types
– Categorize jobs with custom types that drive your entire workflow. Different types can have different statuses, permissions, and required fields.Template Improvements
– Pre-configure more fields when creating jobs from templates. Default charges, assigned teams, custom field values – all set before the job is even created.Type-Based Permissions
– Control who can create, view, or edit jobs based on their type. Sensitive job types stay locked to the right people.Status Workflows
– Different job types can have completely different status progressions. Husbandry jobs don't need the same workflow as agency calls.Why It Matters
Consistency at scale.
New team members create jobs correctly from day one because the template handles the complexity.Less cleanup.
When defaults are set right, there's less fixing after the fact.Security and compliance.
Restrict sensitive job types to authorized users only.How to Set It Up
- Go to Settings → Job Types
- Create or edit your job types
- Assign status workflows and permissions
- Create templates that use those job types
Your team starts creating jobs the right way, every time.