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Enabling Job Sheet Colouring

This article will show you how to enable job sheet colouring in the engineer schedule and job details screen.

Once you have set colours for your job types, you can then get these colours to show in the engineer’s diary. Following the below instructions will also colour the types in the job details screen.

First, go to Settings > Settings > Schedule.

You then need to go down to the formatting section.

If you require job colours on the engineer schedule, tick the ‘Enable job colouring’ box and choose the field you want to set up.

Next, click the ‘Setup’ button.

You can then change the colours to match the field’s description. Once finished click ‘OK’.

setting up job classification colouring

Now if you go to Diary > Engineer schedule, you can see the job status and assigned colours.

Clik Service

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Quotes

Enabling Quote Status Colouring
Clik Service

Clik Service

CRM

Enabling Call Colouring for Company Status

Job Sheets

  • Job Sheets Overview [Video]
  • Creating New Job Sheets [Video]
  • Filling in Details on Job Sheets [Video]
  • Adding Signatures to Job Sheets
  • Adding Action Lists to Job Sheets
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