A job type defines a category of work (e.g. Install, Service, Repair). It controls how jobs of that kind behave in the office and on the mobile app, and it owns the mobile workflow, questions and PDF templates used when the job is carried out.
Steps
1. Open Company Settings (bottom left below workforce menu).
2. In the left settings menu, click Job Types.
3. Click + Add Job Type (top-right of the Job Types box). The Create Job Type window opens
4. Fill in the fields. For a basic job type you only need:
Name – the job type's name (required).
Short Code – up to 3 characters, used as a compact label (required).
A Colour is pre-filled (default #6f1e78) — change it if you want the job type to stand out on the calendar.
5. Leave the rest of the options at their defaults (see below), then click Save.
That's it — the new job type appears in the list, and Motivity automatically builds a default mobile workflow (all the standard travel/on-site/sign-off screens) for it.
The optional settings
Everything below Short Code is optional and grouped into sections. The most useful ones:
Section | Setting | What it does |
Job Creation Options | Mobile users can create jobs of this type | Lets engineers raise this job type from the app. Default No. |
| Auto add equipment | Automatically attaches site equipment to new jobs. |
Office Options | Office users can create jobs of this type | Default Yes. |
| Automatically mark jobs to be invoiced when completed | Flags completed jobs for invoicing. |
Mobile Options | Enable Accept / Reject Option | Adds accept/reject buttons on the mobile job. |
| Minimum # of photos | Forces a minimum number of photos before completion. |
Editing a job type
From the Job Types list, click the pencil icon on the row.
Or open the job type's detail page and click ✏ Edit Job Type.
A few extra options only appear when editing an existing job type (not on the create screen), including Notification Email Content and Pre Job Question - To Display On Mobile.
Next Steps
· Add the questions engineers answer on the app > See how to add tabs to a job type (so you can add questions)
· Attach a PDF report layout > See how to upload PDF to Job types and Equipment Types