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 job types.

How to Access Master and Sub Jobs

You can access and create Master and Sub Jobs in the desktop application.

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

What You Can Do with Master Jobs

• 📊 View and manage the entire project as a whole
• 💰 Track and allocate budgets across sub jobs
• 🧾 Estimate and bill clients by individual sub jobs or the entire project
• 🧱 Break down a large project into smaller, manageable segments

How to Create a Master Job with Sub Jobs

1. Create a new job to act as the Master
2. Right-click on the job and select Create Sub Job
3. Add the necessary sub job details and change the job number to be the same as the master but add and letter at the end (A,B,C)
4. Master and sub jobs will now appear in your Jobs Worklist

📝 Tip: Keeping the same job number with a letter suffix (A, B, C) makes the jobs easier to find, filter, and report on!

Planning and Estimating

If you want one estimate for the project the estimate should be created on the master job. You can create individual estimate for each job, however you will not be able to present it as one estimate!

🧩 Tip: Use planning templates if your sub jobs follow a repeatable pattern (e.g., multi-location rollouts).

Client Invoices

1. Select the master job.
2. Click the Client Invoice tab and then the green plus sign.
3. Select Load All
4. All sub job lines should appear in the client invoice.
5. Review all sub job lines and select lines to invoice.

🧾 You can also invoice individual sub jobs if needed.

FAQ

Can I create Master and Sub Jobs from existing jobs?

✅ Yes! You can turn existing jobs into sub jobs by editing them:

• Open the existing job
• Enter the Master Job number in the Master Job field
• Save your changes — the job will now be linked as a sub job

🛠️ This allows you to organise previously created jobs into a structured master/sub job setup without starting from scratch.