Summary
Different work types often apply to multiple clients, as many clients often have similar requirements. Oneserve makes it easy to include multiple clients in the same work type.
Guide
- Select the Cog icon to open the Admin menu
- Select "Work Types" from the "Jobs" menu
- Select the Work Type name to enter the overview
- Click on the edit icon in the top left
- Click on the "Clients" box in the "Mappings" section to see a list of available clients. Select all that apply, or start typing to find specific clients
- Once you have made all you changes select 'Update' in the bottom right to save, or "Cancel" to discard the changes