Creating a New Job in JobBag

Jobs in JobBag can be created for a variety of purposes, including:

• Client Projects
• Internal Overheads
• New Business Opportunities

This article walks you through how to create a new job in JobBag.

How to Access Jobs

You can access and create Jobs in the desktop application.

💻 Desktop: Navigate to: JobBag menu > Jobs > New Job

Fill in Mandatory Fields

To successfully create a job, complete the following required fields:

• Client Code/Name

  Enter an existing client code or name.

• 🧠 Tip: The Job Number field will auto-populate.

• Client Contact

  Select from existing contacts or create a new one.

• Job Type

  Choose the appropriate Project Type (e.g. Media, Design, Campaign, Internal, etc.).

• Job Title/Description

  Give your job a clear, descriptive title to make it easy to identify.

• Account Executive / Account Director

  Assign the relevant team members managing the job.

Master and Sub Jobs in JobBag

Master Jobs allow you to manage and track complex projects by grouping related sub jobs together under a single umbrella. This feature supports flexible budgeting, billing, and project tracking across multiple jobs types.

Keywords

Keywords in JobBag are powerful labels that help categorise and search for address book records (clients, suppliers, contacts), jobs, and individuals. They provide additional context beyond names - helping you understand what a person, company, or job is about at a glance.

Job Special Rates

Navigate to a Job > Rates > Change Charge Rates

• Enter the new rate per Kind or apply a default
• New rates appear in blue
• Click Save
• 🛑 To remove a rate: highlight and delete it (don’t type 0!)

Export Job

Tick export job if this job is to be billed for an overseas client.