August 7, 2024

Customising the Job screen to suit your business

You can customise this screen to better suit your unique business needs. You can rename the fields, change their colour, size, location, and properties. You can even set their default values to save time then creating new jobs.

Job Tracker is easy to customise to suit your business needs. It's among the more advanced field service management software on the market today.

To access editor mode in the new Jobs screen, press Ctrl and left mouse click on the spanner icon top left of the screen.
You'll notice the colours change and also the field codes appear within the various boxes. These are field codes you can use to automatically insert job data into your documents like job sheets and invoices. Click here for more on that topic.

To edit the properties of a particular field, again press Ctrl and left mouse click in the field you wish to edit. A new window will appear like below.

Job Tracker is easy to customise to suit your business needs. It's among the more advanced field service management software on the market today.

In this window you can edit the properties for the field you have selected, such as:-

You can edit the background colour and the font colour, you can also change the font size for that field is you choose.

You can select the data type that the field is designed to capture, such as a date, time, numerical or alpha numerical.

You can make the field compulsory at the time of creating a job.

Edit the 'left' and 'top' properties to reposition the field as required.

You can provide details of default data to be displayed when creating new jobs.

You can hide the field completely if it's not required.

"Help, Ive hidden fields by mistake and can't see how to get them back."

Editing hidden fields

Don't panic if you've hidden fields by mistake, click the red button at the top of the screen, 'Toggle Hidden'. This will show all hidden fields for you to access and edit their properties if you wish. Once you have finished editing the screen, all hidden fields will again be removed from view. Once you have set the properties as required, click save. Then repeat the process with the other fields as required.

Once you have finished editing the properties, click the save button top left underneath the spanner icon. Then click CTRL and left mouse click the spanner once again. All changes will have been saved and will show next time you access the job screen.

NOTE - the changes you make with show for ALL Job Tracker users in your business.

We constantly invest in the continued development and growth of Job Tracker Professional, Job Tracker Mobile, and all their associated products. We're always listening to our customers and making enhancements that really do make a difference. If you would like to know more about a particular feature, please get in touch. Tel: 01255 830113

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