Profitz Job Stages FAQs

Introduction: This article explains the purpose of Job Stages and how to use them for enhanced job categorisation and reporting within Profitz.

What are Job Stages?

Job Stages are an additional tool designed to help you categorise your jobs. Using stages allows for more granular reporting and better visibility into the progress or status of your jobs.

Where do I select a Job Stage for a job?

You can assign or create a stage to a job within the Job Setup screen.

1. Navigate to Job Setup.
2. Click on the Additional Info tab.
3. Select the appropriate option from the Job Stage dropdown menu.
4. Click (+ Add) to create Job Stage Categorisation

 

Are Job Stages compulsory?

By default, selecting and creating Job Stage is optional. However, if your business process requires strict categorization, we can configure the system to make this field compulsory. Please contact Profitz Support if you wish to enable this requirement.

Additional information:

• [Link to Job Setup Overview]
• [Link to Profitz Reporting Guide]

For further assistance, please contact Profitz Support.