What are Work Types?

Create and assign Work Types (skill sets) to a Field Resource such as technicians and sales reps
Create as many Work Types as needed in the ‘Admin’ tab left side menu ‘Work type’
Example Work Types are:
specific expertise
sales or service
certifications
geographical territory
qualifications
etc…
Assign one or more Work Types to a Field Resource
When scheduling a Job you have the option to select one or more Work Types and only the corresponding Field Resource(s) are available to be assigned
Items (labor, materials, parts, etc…) may also be assigned Work Types
If Work Types are selected for a Job the Item list will only display the corresponding Items which may be added to the Job

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