Set up job types and their service checklists

A job type (Maintenance, Spa Maintenance, Opening, Closing, Green-to-clean, and any you add) carries its own service checklist, its own forms, and its own badge color. Set these once and every visit of that type shows the tech the right tasks.

Where: Manage -> Job types, checklists & forms

1. Click Manage at the top of the dashboard, then open Job types, checklists & forms to see every type in one list.
2. To rename a type or change its badge color, edit the name box or the color swatch on its row (it saves as soon as you click away).
3. Click Checklist on a type's row to open its task list. Add tasks with '+ Add task', reorder them with the up/down arrows, and click Save checklist.
4. Turn on the '✦ Required' box next to any task that must be checked before the tech can finish that visit. Leave it off for optional tasks.
5. Click Forms on the row to pick which forms show for this type, and mark any form Required so it must be filled to complete the job.
6. Click Fields to hide job-screen fields that don't apply (for example, hide the water test on an acid wash) and to require a signature, photo, or recap at close-out.
7. To add a new type, type its name in the box at the bottom, pick a color, and click '+ Add type'.