You can create new jobs from scratch in . If your new job is similar to an existing job, you can speed up the process by copying an existing job and making any changes required for your new job.
Before you create a job
Tasks
Before you create your first job in you will need to create one or more tasks.
Job settings
Before you create your first job in , you should find out more about configuring your Job settings.
Job settings help you to manage your company's workflow by simplifying the job setup process.
There are three types of job settings: job categories Job categories are primarily a way to group various types of jobs (or tracking categories in Xero) together for reporting and viewing purposes. Whenever a job is invoiced, the information specified in the category, such as Xero Tracking Category, Income Account and Cost of Sale Account, is brought across in the invoices that flow through to your accounting system. , job states Job states usually match the stages in your company's job workflow, such as Planned, In Progress or Completed. By adding notifications to each job state, you can communicate to key people how a job is progressing - and when it's time for them to take action. and job templates A job template can contain a pre-defined set of tasks, to-do items, milestones and disbursements. By providing a standardised job structure, job templates can save you time when you need to set up jobs of a similar type that occur on a regular basis. .
Phases on jobs
You can create phases Phases allow you to organise your job tasks, timesheets, costs, notes or documents into logical groups for costing, reporting and management purposes, providing you with greater visibility and context. Phases are specific to each job, so if you create phases for one job they will not be available to another job. Job templates can contain phases and those phases can be pre-populated with selected tasks, timesheets, costs, notes and documents. manually on a job at any time. The Phases can be empty or you can assign job tasks, timesheets, costs, notes or documents to the phases if you wish. Jobs based on a job template or a quote that contains phases will automatically inherit those phases and their contents.
Phases are specific to each job, so if you create phases manually for one job they will not be available to another job unless you copy an existing job with its phases.
Creating jobs
Follow these links to find out how to create a job: