Every Service Job on a customer order requires Job Type. The primary purpose of a Job Type is to indicate who is paying for the work. The customer, a third-party, an inventory unit, a deal or is it customer work being expensed internally such as comeback or goodwill.
They are also used for segregating service jobs in workspace list views and reports allowing you to see only those jobs of a certain job type.
Where are Job Types defined
Service job types are defined in Settings > Accounting Integration > Transaction Types. Out of the box Blackpurl supplies you with 5 different transaction types related to service jobs.
Out of the box Blackpurl supplies you with 5 Job Types, some of which you can adjust to suit your needs. All service job related articles will reference these job types.
Job Type = Customer Pay
This uses the Service Customer transaction type and is used for work done on customer units and the customer is being invoiced for the work
The customer pays for this job type
You can create multiple Job Types using the Service Customer transaction type. One of them would be flagged as being the default. Examples would be Customer Pay and Fleet Job
Job Type = Third-Party
This uses the Service Third-Party transaction type and is used for processing warranty or claims for either customer units or inventory units
A third-party vendor pays for this job type but allows for the customer to pay a portion (the deductible)
You can create multiple Job Types using the Service Third-Party transaction type. One of them would be flagged as being the default. Examples would be Warranty Claim and Insurance Claim
Job Type = Internal Expense
This uses the Service Internal transaction type and is used for expensing or writing off work done on a customers unit
The store is paying for this job type as an expense
You can create multiple Job Types using the Service Internal transaction type. One of them would be flagged as being the default. Examples would be Comeback and Goodwill
Job Type = Unit Inventory
This uses the Service Stock Unit transaction type and is used for work done on units that are in inventory
The inventory unit is paying this this job type. Invoiced jobs of this type increase the inventory valuation of an inventory unit
You cannot create additional Unit Inventory job types
Job Type = Deal
This uses the Service Deal Service transaction type and is used by deals when deal unit options requiring service job involvement are committed to a deal
The unit deal is paying for this job type. The pricing on the service job becomes the cost of the corresponding deal unit options on the unit deal
You cannot create additional Deal job types
Customer Service Jobs
When you have created a customer service job, by default the customer order will assign it the default Customer Pay job type which is found in the left sidebar of the service job section on the customer order. Customer pay service jobs are finalized using customer order check out once the status of the job has reached "Job Complete" or "Ready to Invoice".
Here you will be limited to using only jobs types Customer Pay, Third-Party or Internal Expense.
When you select a Third-Party job type, you will be prompted to select which vendor is the third-party. The transaction type that defined this third-party job type does have the ability to include a default selection for this. Using this job type will also expose a Deductible field that you can populate with the amount that the customer needs to pay. Third-party service jobs are finalized by processing the claim.
When you select a Internal Expense job type you will be prompted to select an expense category. The transaction type that defined this internal expense job type does have the ability to include a default selection for this.
Inventory Service Jobs
When you have created a Unit Inventory service job it will only allow you to select inventory units. Inventory service jobs are finalized using the "Finalize Job" action in the service job header that becomes available once the status of the job has reached "Job Complete" or "Ready to Invoice".
Customer orders that contain a job of this type cannot also include service jobs of any other type. Nor can they include Deals or Part Sales
Deal Service Jobs
Deal service jobs are only ever created by a unit deal. These jobs are automatically created when the user commits the deal unit options to their deal. Deal service jobs are finalized using the "Invoice to Deal" action in the service job header that becomes available once the status of the job has reached "Job Complete" or "Ready to Invoice".
Deal service jobs must be completed and finalized before the unit deal that created them can be finalized.