Work Type: Client

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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

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  • 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

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  • Once you have made all you changes select 'Update' in the bottom right to save, or "Cancel" to discard the changes

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