Various Job Types on Single Appointment

[sanapol]

What are your best practices for tracking Job Types with various different types of services performed on the same appointment? For example, a customer calls in and they have two separate issues; 1) Garbage Disposal Installation and 2) Toilet Repair.  How are you classifying this job type?  We currently use a various service Job Type but from a reporting & analytics perspective these various jobs get lost in this one catch all bucket and I can't see how many garbage disposals we installed during a specific period.  

[RandiThompson]

We use a "Multiple Problems" job type. If you are looking to get more granular reporting, I would report on the tasks used not on the job type. Assuming your tech would add a "replaced garbage disposal" task and a "fixed something on the toilet" (sorry I'm HVAC lol) task then you should be able to pull the info your looking for. 

[Miranda]

I would book them all separate and in a project is not a bad idea. The hardest part about that is getting the techs to tell you when they switch jobs. I would be glad for tips on how to get them to tell you!

[MirandaMel]

You could create it as a project and then add jobs to it with various job types.  Then you can track the project costing and status.