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Change a job's job type

Update the job type when the work was booked under the wrong service or the scope changed after booking.

Last verified July 22, 2026 · Nexus web app

Before you begin​

Confirm the service the customer needs and the business unit responsible for it. The selected Business Unit determines which choices appear under Job Type.

Open the job details​

  1. Click Jobs.
  2. Find the job and click its Job ID.
  3. In the job header, click the pencil beside the job number.

The editable job header with Business Unit, Job Type, Marketing Campaign, Priority, Save, and Cancel.

The job header opens Business Unit, Job Type, Marketing Campaign, and Priority for editing.

Change the job type​

  1. Review Business Unit and confirm it is correct.
  2. Open Job Type.
  3. Select the job type that best describes the work.
  4. Review Marketing Campaign and Priority.
  5. Click Save.

Click Cancel instead if you do not want to keep the changes.

What happens next​

The updated job type appears in the job header. Review the job summary and appointment details so the team has the right scope and schedule.

Troubleshooting​

The job type is not listed​

Confirm the correct Business Unit is selected. If the job type is still missing, ask a manager to confirm that it is active and available to that business unit in Settings.

The business unit also needs to change​

Choose the new Business Unit first, then select Job Type from the updated list before saving.

You selected the wrong job type​

Open the job header again, choose the correct Job Type, and click Save.

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