If you're looking to clean up or customize your follow up types in Payzerware, you're in the right place. Follow these simple steps to edit or delete follow up types to keep your job management streamlined and efficient.
Default Follow Up Types
Payzerware comes with a couple of default follow up types: “General” and “Part Order.” But sometimes, you might need to tailor these to better fit your needs. Whether you want to tweak existing types or get rid of ones you no longer use, here’s how you can do it:
Steps to Edit or Delete Follow Up Types
1. Navigate to the Job Page:
Start by opening Payzerware and heading to the specific job page where you want to make changes.
2. Access Follow Up Settings:
On the job page, look for the grey “Job Summary” section. Click on the flag icon for follow up, which will open up your follow up options.
3. Edit or Delete Follow Up Types:
Click into the “Follow Up Type” field. This will display a list of your current follow up types.
To Edit: Hover over the follow up type you want to change and click the edit icon (looks like a pencil). This will let you modify the details.
To Delete: Hover over the follow up type you want to remove and click the trash can icon. Confirm the deletion, and it will be removed from your list.
4. Add New Follow Up Types:
If you need to add a new follow up type, simply click on the “+ Add New Follow Up Type” button. You’ll be prompted to enter the details for your new follow up type, and it will be added to your list.
Tips for Managing Follow Up Types
- Be Descriptive: When adding new follow up types, make sure they are descriptive enough to be immediately understood by anyone reviewing the job. This helps avoid confusion later on.
- Regular Maintenance: Periodically review your follow up types to ensure they still meet your needs. Remove any that are outdated or redundant to keep things organized.
- Stay Consistent: If you’re working with a team, ensure everyone is on the same page regarding the follow up types used. This consistency helps in maintaining clear communication and tracking.
And that’s it! By following these steps, you can easily manage your follow up types in Payzerware, making your job tracking more efficient and tailored to your needs.
