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Operations preferences

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The Operations category holds the catalogs that populate drop-downs across the app — the kinds of service your company performs, and the expense categories used when recording costs. Set them up once and they're available everywhere.

Administrator

What you'll need​

  • The Company preferences: modify permission — this is an administrator area.

Service types​

Service types are the categories of work your company offers. They appear as options on tasks, work orders, and service requests.

  1. Open Operations

    From the main menu, select Company Settings, then Operations, and find the Service types section.

    company-settings / operations🖥️ Desktop
    Operations — Service types list with an Add action
    Operations — Service types list with an Add action

  2. Add a service type

    Choose Add service type, enter a name (e.g. HVAC Inspection), and optionally pick a colour to identify it on screen. Select Save.

  3. Edit or remove

    Select an existing type to rename it, recolour it, or remove it, then Save.

You start with three

Jobyo seeds three service types when your account is created — Service, Maintenance, and Installation. These are company-owned, so you can rename, recolour, or remove them freely.

Expense types​

Expense types are the categories used when recording actual costs on work orders and other cost-entry screens. Jobyo ships a set of built-in (system) types, and you can add your own on top.

Add a custom expense type​

  1. Open the Expense types section

    In Company Settings → Operations, scroll to Expense types.

    company-settings / expense-types🖥️ Desktop
    Expense types — system types with a lock badge, plus custom types
    Expense types — system types with a lock badge, plus custom types

  2. Add your type

    Choose Add expense type and enter a name (required). Optionally add a description, a custom code for your own reference, a colour, and a cost class — Direct cost, Overhead, or Adjustment.

  3. Save

    Select Save. The type becomes available on cost-entry forms.

Enable or disable a system expense type​

When a built-in type isn't relevant to your business, hide it without deleting it. In Expense types, find the system type — it carries a lock or System badge — toggle it to Disabled, and Save. It disappears from cost-entry drop-downs and can be re-enabled any time.

System types can only be toggled

Built-in (system) expense types can't be renamed, recoloured, or deleted — only enabled or disabled. Jobyo enforces this and it can't be overridden. You can freely add, edit, and delete the custom types your own company creates.

If it doesn't work​

Common blocks & how to fix them
  • No Operations categoryYour role doesn't include the Company preferences permission. Ask an administrator.
  • Can't delete a system expense typeSystem types can only be enabled or disabled, never deleted. Toggle it to Disabled instead.
  • Expense type won't saveA custom expense type needs a non-empty name. Fill in the name field.
  • Removing a service type failsIt may be referenced on existing records. Rename or leave it in place rather than deleting, and have an administrator resolve the references.

FAQ​

Related pages

Create a work orderUses service typesTrack expensesUses expense typesProject costsWhere cost classes roll up