Jobs overview

Overview on Jobs.

Kosta Panagoulias
Written by Kosta PanagouliasLast update 6 months ago

Job Creation

A Job can get created in the following ways:

  • When a quotation gets approved (either manually, or by a client).

  • If you add a job manually.

  • When you create a new invoice from scratch.

  1. When a quotation gets approved

A quotation can get approved manually, or by a client. In many cases, you'll get a verbal approval from a client. In this case, it might not be necessary to send them a quote, formally. In this scenario, you can still create a quote, and approve it manually, just so you have records.

Alternatively, a quotation can get approved by a client. When you send a quote to a client, they are able to view and digitally sign the quotation for approval.

In both of these scenarios, a Job will get created in the app.

  1. If you add a job manually

In some cases, you can add a job manually. In the scenario where you get a verbal agreement from a client, instead of creating a quote, you can create a job instead. Creating a job manually consists of the same thing as creating a quotation. You will have to add the client info, job info, line items, relevant discounts, and taxes.

  1. When you create a new invoice from scratch

In many service type situations, you will get a call from a client, and perform the job right away. In these scenarios, the job is usually performed and completed, in which you will simply send out an invoice directly to the client. When you create an invoice from scratch, a job will get created.

Job Statuses

There are 4 statuses of Jobs:

  • Draft: If you're creating a new job from scratch, but haven't published it yet.

  • Active: A job that has not yet been invoiced in full.

  • Completed: A job that has been invoiced in full.

  • Archived: A job that has been paid in full.

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