Job Types

Menu path: SedonaSetup > Job Types

Job Types are defined in the Sales Packages in SalesAutomation (menu path: Setup > Proposal Setup > Sales Packages). The Job Type on the Quick Quote defaults from the Sales Package, however, a user may change the Job Type if needed.

Job types can control the Invoice Items that are available, when the specific Job Type is selected. This includes both Sales Packages and Quick Quotes within SalesAutomation.

Zero Part Price (Detail tab) - this checkbox determines if the price of the part defined in the Sales Package or Quick Quote includes the actual part price or is zero.

Items tab - Invoice Items that are selectable on a Sales Package or a Quick Quote, are limited to only those Invoice Items defined on the Job Type. If Invoice Items are selected on this form, the list may contain non-recurring services and recurring type services. If no Invoice Items are defined for the Job Type, then all active Invoice Items can be selected on a Sales Package or Quick Quote.