Overview

This article walks you through creating a project type and its job types. If you're new to these terms, start with Projects and Jobs Explained.

In this article, you'll learn how to:

• Create a project type
• Choose its default billing library
• Add job types

Create a Project Type

1. Go to Settings → Projects.
2. Click + Create Project Type.
3. Enter a name and color, and choose the Default Billing Library.
4. Click Create.

Note: The billing library you choose here is the default for new projects of this type. Each project keeps its own library, so changing this default later won't change existing projects. To move an existing project, use Edit billing library on that project.

Note: Project types no longer have a Variables tab. Variables are now managed in the billing library under Settings → Billing → Libraries → Variables.

Add Job Types

1. Click the project type you just created.
2. Click + Create Job Type.
3. Enter the name, choose the job category and the default bill template, then click Create.

Here's what a finished project type with its job types looks like:

Need Help? If you have questions, contact our Product Experts team at help@supermove.com.