Using Service Types

In Dispatch, a Service Type is a field tied to Job records that allows you add some granularity to the work your business does. When you assign Service Types to Jobs, you can later filter your Jobs list and view Reports based on those Service Types.

Settings: Adding/Deleting Services Types

To edit your Service Types, click on Settings in the menu. Next click on Company.In the second panel, you will find your Company's Service Types. Click on Add Service Type to create a new option. Edit the name of an existing Service Type in its field. Delete a Service Type by clicking on the red X. When you have finished editing Service Types, you must click Save in the lower right to see your work reflected in the other parts of Dispatch.

Job Details: Assigning Service Types to Jobs

When creating a new Job, you have the option to assign a Service Type in the Job Info section Service Type dropdown

From there, continue creating the Job as you normally would. The Service Types that appear in this dropdown are governed by those you add in Company Settings.

For existing Jobs, you should first click on the Job to view its Job Details, where you will find the Job Description card. The current Service Type is listed directly beneath the job address. To change it, click on Edit. Select a new Service Type from the dropdown. Click Save to see your changes in the Job Description card. 

Filtering/Reporting on Jobs by Service Type

When viewing all of your Jobs on either the Schedule or Jobs page, you can filter your view by Service Type.

In the Your Jobs section of your Reports, you will also find a standard Report called Jobs by Service Type that shows how much of your business is associated with each Service Type that you have previously defined.

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