How To Set Up Job Types in Job Settings

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 card lists every type your company handles, each with its color and three quick actions: an eye icon for widget visibility, a pencil to edit, and a trash icon to delete (when the type can be deleted).

To create one, click Add Job Type:

Enter the Name (required), for example "Furnace Install" or "Emergency Repair".
Pick a Color. It appears next to the type wherever jobs are created or shown, so a glance tells your team what kind of work it is.
Decide whether to enable Show in website widget (more below).
Click Create.

Editing works the same way through the pencil icon, with Update to 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

The Show in website widget toggle 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 eye icon on each row flips visibility with one click, no dialog needed.

Deleting a job type

Click the trash icon and confirm. Two guardrails apply:

Rule	Why
Protected types cannot be deleted	Some built-in types are permanent; WorkZen shows "This job type cannot be deleted"
The last type cannot be deleted	Every job needs a type, so at least one must always exist

Warning

Deleting a job type cannot be undone. If you just want it out of sight, hide it from the widget instead of deleting it.

Step by step

Open Job Settings

Go to Settings > Job Settings. The Job Types card lists every type your company handles.

Add a job type

Click Add Job Type, enter the Name, pick a Color, and decide whether to enable Show in website widget. Click Create.

Arrange the list

Drag job types by the grip handle to reorder them. The first type in the list is preselected on new jobs.

Control widget visibility

Click the eye icon on any job type to show or hide it in your website booking widget without opening the edit dialog.

Frequently Asked Questions

Job types group the work you do so jobs, forms, and reports can be organized by service. Every job requires one, and each type's color makes the kind of work recognizable at a glance.

Some job types are protected and cannot be deleted, and you can never delete your last one; at least one job type is required. Types you created yourself can be deleted as long as another type remains.

It controls whether clients can pick that job type when booking from your website widget. Hide internal types like Warranty Callback so they never appear as a booking option.

Yes. Job types appear in this order wherever they are picked, and the first one in the list is preselected when someone creates a new job. Put your most common service on top.

No. The delete confirmation warns you that the action cannot be undone. If you might need the type again, hide it from the widget instead of deleting it.