Manage reference data

Lite+

The shared pattern for the dozens of small lists that fill the drop-downs across FSManager. They all work the same way — add, edit and retire values — and are grouped under Settings by the area they belong to.

When to use

When a drop-down is missing an option, or you want to add/retire a value.

Step by step

A reference list (e.g. Products) — 1. Reference lists fill the drop-downs across FSManager. They all work the same way.

New (toolbar button) — 2. New adds a value to the list.

View: Active (toolbar button) — 3. Most lists show active values by default — switch the view to see retired ones.

A row (click to edit) — 4. Click a row to edit it. Where possible, deactivate values instead of deleting so existing records keep their history.

Save (toolbar button) — 5. Save your change — it's available in the matching drop-down straight away.

The lists, and what each is for

Settings → Jobs

List	What it’s for
Job Types	The kind of job (Delivery, Install…) — sets the default workflow a job follows.
Job Categories	Classification for reporting and filtering (Residential New Build, Commercial…).
Job Stages	The production stages jobs move through — these are the columns on the Job Manager board.
Task Definitions	The master list of tasks that can be seeded onto items and parts (Site Measure, Paperwork, Delivery…). The building blocks of the workflow. Each one also carries its Responsible Department, Claim Restriction and Allowed Positions — see Who can claim which tasks.
Additional Task Types	Ad-hoc task types workers can claim time against outside the standard tasks.
Delivery Date Change Reasons	The reasons offered when rescheduling a delivery — used on the Change Delivery Date dialog.
Work Reasons	Reasons attached to time claims and adjustments.
Job Appearance	Colours and appearance rules for how jobs show on the board.

Settings → CRM

List	What it’s for
Lead Sources	Where a lead came from (Repeat Customer, Website…) — for pipeline reporting.
Lost Reasons	Why an opportunity or quote was lost.
Optional Extra Templates	Reusable optional-extra line items you can add to a quote.
Quote Probabilities	The win-probability options and their weightings, which drive weighted pipeline value.

Settings → HR

List	What it’s for
Work Day Types	Types of day — Normal Work Day, Annual Leave, Sick Leave — that drive pay and leave.
Work Calendars	Which days are working days; used for lead time, capacity and auto sign-out.
Branch Calendar Overrides / Employee Schedule Overrides	Exceptions to the calendar for a branch or an individual.
Public Holidays	The holiday dates, so they’re paid and scheduled correctly.
Payroll Pay Code	The codes hours and allowances export under to your payroll provider.
Payroll Allowance	Allowances that can be added to a pay.

Settings → Customers / Finance

List	What it’s for
Account Types	Customer payment terms (COD, On Account, CCA Claim…) — affects invoicing and on-hold rules.
Customer Classes	Tiers (Bronze…) for grouping and default handling of customers.

Settings → Attachment Settings

List	What it’s for
Attachment Categories	The categories documents are filed under — the targets that Document categories point at.

Prefer deactivating a value over deleting it, so existing records that use it keep their history and reporting stays intact.