The Jobs page allows you to view, activate, and manage jobs, sub-customers, and projects. You can also create new jobs and customize the table view to show only the information you need.
1. Accessing the Jobs Page
Open the Jobs page from the main navigation.
The page includes two tabs:
Active — Jobs currently in use
Inactive — Jobs not yet activated
Note: Jobs synced from QuickBooks appear as inactive by default to allow for a clean slate when coding.
2. Activating Jobs
Bulk Activation
Select one or more inactive jobs
Click Activate to make them active all at once
Activating Jobs from Within a Bill
Go to Bills and open a specific bill to view the Bill Details
Scroll down to Line Items
In the Job dropdown menu, scroll to the bottom and select Missing Job?
In the Inactive Jobs window that appears, select the jobs you want to activate
Click Activate
Activated jobs will now appear in the Job dropdown under Line Items
3. Job and Project Syncing
Customers, sub-customers, and projects sync from QuickBooks
Customer and sub-customer data sync almost immediately
Projects may take several hours to appear
Note: Delays in project syncing are expected.
4. Creating New Jobs
Click Create job to add a new job manually
If integrated with QuickBooks, new jobs will sync automatically
5. Configuring the Jobs Table
Use Configure table to select which columns to display
Remove or edit columns to create a customized view of your jobs
If you have any questions or want to share feedback, feel free to reach out at [email protected].