How to Manage a Project Job


To start a new project, you can either create a new project quote and then convert it to a job after the quote is accepted, or create a new project job from scratch.

Before you start adding sections and cost centres, you can add a description and notes, adjust project settings, and upload any relevant attachments.

You can also use memberships to automatically apply a discount to all jobs created against a customer within a specified duration, boosting customer loyalty and revenue. Learn more in About Memberships.

To learn how to create service or 'do and charge' jobs, see How to Create a Service Job.

To learn how to create project jobs, see How to Create a New Project Job.