How to Configure General Jobs Settings (Desktop)
There are various settings for Jobs that need to be configured based on your organization’s preferences and needs. This article will review all Jobs General Settings and how to best configure them.
Permission Requirements:
- Users with the “Manage Job Settings” permission enabled can access and edit the Jobs Settings page.
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In this article:
Jobs Configurations and Settings
Jobs Configurations and Settings
The following configurations and settings are in the Settings > Jobs page of Tenna. These settings can be customized to fit the needs of your organization.
General Jobs Settings Overview
Within the Settings > Jobs page, you will see multiple tabs. The following settings are in the “General” tab.
Job Types
Defines the types or categories of jobs your organization can create, helping teams classify work consistently for reporting, filtering, and workflow management.
Note: There must be at least one Job Type at all times. Job Type names must be unique (no duplicates).
Best practices for creating Job Types:
- Use names that reflect how your organization refers to different categories of work, such as Change Order, Master Contract, Sub Contract, etc.
- Keep the list simple and easy to manage. Create Job Types for meaningful differences in workflow, reporting, or billing—not for every individual job or project.
- Avoid overlapping Job Types, since similar options can lead to inconsistent reporting and filtering.
How to Create, Edit, or Delete a Job Type
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- Click "Settings", then click "Jobs".
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- Under the "General" tab, find the "Types" section.
To create a new Job Type, click the “Add Type” button.
Name the Job Type and click the check button to save.
To edit a Job Type, click the pencil icon next to the type.
Rename it and click “Save”.
To delete a Job Type, click the trash icon next to the type.
Choose to “Reassign to an Existing Job Type” and select a different Job Type; or “Delete without Reassigning”.
Deleting without reassigning: If you delete a Job Type without reassigning it, that Job Type is removed from any jobs currently using it. Those jobs will remain in Tenna, but their Job Type field will be blank or unassigned. This may affect filtering, reporting, and any workflows that rely on Job Type.
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- To save any changes, scroll down and click "Update" at the bottom right of the screen.
Job Statuses
Controls the lifecycle statuses available for jobs so users can track whether work is active, inactive, completed, or otherwise categorized according to your business process.
There are two default Job Statuses in Tenna: Open (Open category) and Inactive (Inactive category). These can be renamed.
Important! All Job Statuses must be assigned to either an Open or Inactive Category.
Open vs. Inactive Categories: Categories determine whether a Job Status represents work that is still active or work that is no longer active.
- Open Category: Used for statuses where the job is still in progress or available for ongoing work, activity, asset assignment, costing, billing, reporting, and other job-related processes. Examples may include Open, Active, Pending, or On Hold.
- Inactive Category: Used for statuses where the job is no longer active or should generally be treated as closed, completed, cancelled, or archived. Jobs in an inactive status are typically retained for historical reference and reporting, but they are not considered part of current active work.
How to Create, Edit, or Delete a Job Status
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- Click "Settings", then click "Jobs".
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- Under the "General" tab, find the "Statuses" section.
To create a new Job Status, click the “Add Status” button.
Name the Job Status, select if the status is Open or Inactive, then click the check button to save.
To edit a Job Status, click the pencil icon next to the status.
Rename it and click “Save”.
To delete a Job Status, click the trash icon next to the status.
Choose to “Reassign to an Existing Job Status” and select a different status; or “Delete without Reassigning”.
Deleting without reassigning: If you delete a Job Status without reassigning it, that status is removed from any jobs currently using it. Those jobs will remain in Tenna, but their Job Status field will be blank or unassigned. This may affect filtering, reporting, visibility into active versus inactive work, and any workflows or processes that rely on Job Status.
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- To save any changes, scroll down and click "Update" at the bottom right of the screen.
Visibility & Automation Defaults
Sets default visibility and automation behavior for jobs, including how assets are assigned or updated through automation rules and which users can access job-related information.
Note: All of the following are defaulted to OFF.
How to Enable or Disable Billing or Costing Visibility
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- Click the toggle to turn on Show Billing or Show Costing.
An orange toggle means it is enabled. A gray toggle means it is disabled.
Show Billing: Controls whether billing-related fields, columns, and information are visible on Jobs, including: Billing Entries, Billable Assets, Billable Geofences, etc.
The Show Billing toggle does not delete or remove billing data. It only controls visibility. If Show Billing is turned back on later, the existing billing information will display again.
Show Costing: Controls whether costing-related fields, columns, and information are visible on Jobs, including: Cost Entries, Costing Assets and Costing Geofences.
The Show Costing toggle does not delete or remove costing data. It only controls visibility. If Show Costing is turned back on later, the existing costing information will display again.
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- To save any changes, scroll down and click "Update" at the bottom right of the screen.
How to Automate Billing/Costing for New Assets by Default
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- Select the checkbox next to the option to Automate Billing or Costing for New Asset by Default.
This means that if any new asset is added, it will also automatically be assigned to the job based on the geofence it enters.
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- To save any changes, scroll down and click "Update" at the bottom right of the screen.
Note: These automation settings can be overridden at the individual Asset level, if necessary.
How to Enable or Disable Rental Asset Inclusion
Determines whether rental assets are included in job assignment, automation, costing, and billing workflows.
Note: This toggle is defaulted to OFF.
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- Click the toggle to enable or disable "Include Rental Assets in Entries Management".
- When ON, rental assets generate cost/billing entries and appear in manual entry creation
- When OFF, rental assets are excluded from automated cost/billing entries and hidden in manual entry creation
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- To save any changes, scroll down and click "Update" at the bottom right of the screen.
How to Enable or Disable Approval Workflow
Enables or disables review requirements for cost and billing entry changes before those changes are accepted and applied.
Note: This toggle is defaulted to OFF.
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- Click the toggle to enable or disable "Entry Change Approval".
When ON, requires approval for any changes to entries (if user requested the change doesn’t have approval permissions).
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- To save any changes, scroll down and click "Update" at the bottom right of the screen.
How to Select Breakdown Units (Dollar or Percent)
Breakdowns allow allocation of a rate across financial categories (e.g., Ownership, Fuel, Maintenance, Insurance).
- Select the preferred unit for calculating breakdowns
- Controls what is editable everywhere breakdowns are used
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- Select one of the two options for Breakdown Units:
- Dollar Editable ($)
- Percent Editable (%)
Note: The Tenna Default is Dollar Editable.
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- To save any changes, scroll down and click "Update" at the bottom right of the screen.