How To Set Up Job Types in Job Settings
Go to Settings > Job Settings to manage your job types: click Add Job Type to create one with a name and color, click a type's name to edit it in the list, drag to reorder, and use Show in booking widget to control which types clients can pick when booking online.
Every job in WorkZen carries a job type: the label and color that says what kind of work it is. Settings > Job Settings is where you define them, and it also quietly controls what clients can book from your website.
Manage your job types
Open Settings > Job Settings. The Job Types table lists every type your company handles: its color, its name, whether it shows in your Booking widget (Shown or Hidden), and how many Jobs use it. The type your company cannot delete carries a Default badge.
Click a type's name, or the pencil at the end of its row, to open it right in the list. There you can change:
- Name (required), for example "Furnace Install" or "Emergency Repair".
- Color. Click a dot. The color appears next to the type wherever jobs are created or shown, and on the schedule, so a glance tells your team what kind of work it is.
- Show in booking widget (more below).
Click Save, or Cancel to close it unchanged. Deleting a type happens here too (see below).
To create a type, click Add Job Type. The same fields open at the top of the list; fill them in and click Save.
Order the list deliberately
Drag job types by the grip handle to reorder them. The order here is the order your team sees in every job type picker, and the first type in the list is preselected when someone creates a new job. Put your bread-and-butter service on top and job creation gets one click faster for everyone.
Control what clients can book
Show in booking widget decides whether a job type appears as a choice when a client books from your website widget. Accepted requests then flow through your booking requests on the dashboard.
Use it to keep the public menu clean: "Duct Cleaning" belongs in the widget; "Warranty Callback" and "Internal Maintenance" do not. The Booking widget column shows where each type stands; open a type to change it.
Deleting a job type
Open the type, click Delete, then confirm. The jobs that used it are not deleted: they move to your Default type, and WorkZen tells you how many before you confirm ("12 jobs will move to General").
| Rule | Why |
|---|---|
| The Default type cannot be deleted | It is where jobs go when their type is deleted, so it must always exist |
| The last type cannot be deleted | Every job needs a type, so at least one must always exist |
Deleting a job type cannot be undone. If you just want it out of sight, hide it from the booking widget instead of deleting it.
Step by step
- 1
Open Job Settings
Go to Settings > Job Settings. The Job Types table lists every type, its booking widget status and how many jobs use it.
- 2
Add a job type
Click Add Job Type, enter the Name, click a Color, and decide whether to turn on Show in booking widget. Click Save.
- 3
Arrange the list
Drag job types by the grip handle to reorder them. The first type in the list is preselected on new jobs.
- 4
Control widget visibility
Open a job type, turn Show in booking widget on or off, and click Save.
Frequently Asked Questions
This article answers:
- Where do I add job types?
- How do I change a job type's color?
- How do I choose which job types show in the booking widget?
- Why can't I delete a job type?
- How do I reorder job types?