Summary

Work Types are used to specify which services, such as Plumbing, Electrical, or Roofing, each contractor is qualified to provide. Once a work type code is created, it can be associated with a contractor on the Work Types tab of the Contractor Maintenance window.

The Contractor Listing report can be limited by work type, providing a full list of all contractors in the system that are qualified to provide a particular service.

Step by Step

1     Open the Work Type Maintenance window (BP> Maintenance> Work Type).

• The Work Type Maintenance window will display all of the work types created in the application.
• Highlight a work type and click the Delete icon or press DELETE to delete the selected work type.
  • You cannot delete a work type that is associated with a contractor.
• Click the Create icon or press INSERT to create a new work type. This will create a new line item in the data grid to the left and enable the fields to the right.

2     Create a new work type.

• Enter a new work type Code. This is a unique code used to identify a specific work type. Once a work type is saved, this code cannot be edited.
  • The work type code can be up to 20 characters long.
• Enter a work type Description.
  • The description field can be up to 60 characters long.
• Click the Save icon or press ENTER to save the new work type.