Address Book Types
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Address Book Types
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Address Book types relate to the the type of business and individual contacts that can be recorded in the JobBag address book
Business or Individual
A Business contact is a business entity For example: - Company: Jane Smith & Associates Pty Ltd
An Individual contact can be a sole trader, employee or a individual contact For example: - Contact: Ms Jane Smith
| Address book type(s) | Example of use | Business | Individual | Link to Help Page |
| Prospect | Prospects cannot be Clients. You can turn Prospects into Clients when their first Estimate is accepted, or their first Job goes live. | √ | √ | See add new supplier |
| Client | Your Clients/Customers who purchase your products and services | √ | √ | Add new client |
| Supplier | Your Suppliers who provide product and services to you | √ | √ | Add new supplier |
| Freelancer | Your independent contractors | √ | √ | |
| Freelancer - Agent | Labor hire firm | √ | √ | |
| Employee | Employees perform duties for wages and salary. They have PAYG deducted, are paid superannuation guaranteed into a nominated super account and some employees accrue leave entitlements | √ | Add new employee | |
| Contact | These relate to individual contacts on Prospects, clients, suppliers | √ | ||
| Performing artists | Performing Artists are contracted to perform promotional activity. This feature deals with all of the Performing Artist, PAYG withholding, superannuation and reporting obligations as set out by the ATO. | √ | Add new performing Artists | |
| Non performing artist | Examples of non-performing talent are hairdressers, make-up artists, sound technicians etc. | √ | Add new Non performing Artists | |
| Talent-agent | A talent agent—also called a booking agent—is a company or person who books actors, musicians, writers for work | √ | √ | Add new Talent Agent |
| Media Supplier | These are your typical traditional or Digital media supplier, Radio stations, newspapers, Facebook, google | √ | √ | |
| Super Fund | Use this type to set up employees super funds, Self managed super funds and your clearing | √ | Add Super Fund | |
| Bank | This should be used for the bank accounts you will need to be reconciled. You can create many accounts under your bank such as operational, investment | √ | ||
| Credit Card Supplier | Use this type to enter each transaction in a credit card for the billing period. The amount outstanding will equal the amount charged by the credit card company. | √ | Add credit Card Supplier |
Need more help?
Please contact support, call 02 8115 8090 or email support@jobbag.com
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