Job Types
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    Job Types

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    Article Summary

    Job Types

    What are Job Types?

    Job Types are usually the end products of a Job, such as Brochures, TV Commercials, Corporate Stationery, Websites rather than Activities such as Design, Copywriting, Illustration. All Jobs are allocated a 'Type'.

    Why use Types?

    Wondering “where am I making (or losing) money” and “what type of work is the most profitable”? Setting up Jobs correctly with Types, Kinds and GL mapping will let you run accurate Job Costing and Income Analysis Reports to answer these questions.

    If the GL mapping is set in the “Job Types”, your accountant needs to have input because the GL mapping will determine the GL accounts which are debited and credited with income and costs.

    Account Service team leads can set up Job Type Templates to minimise work when new Jobs are created.

    Templates include Default Specifications and Phases as well as rules and also the default Kinds that will be used in that type.

    Adding Job Types and Templates

    To add a new Job Type, click on the plus sign, and name the Job Type eg Banners:


    • ”is forecast” for instances when a client says “I have a budget of $100K to spend in the next 12 months - but the timing and details are unknown”; when actual jobs are created for this client, the system will recalculate the balance of the forecast for the client. Refer to the section on Forecast Budget Reports / Job Type. “Is Forecast”.

    “is overhead” for your own inhouse jobs and costs

    “is inactive” when the Job Type is no longer used

    Step 1 : Specifications Tab

    You might want to click on the Zoom box for Default Specifications and add details as to what inputs are required for that type of job: this can be used to list the default specifications for the job type

    Alternatively, use the Insert Bar to set up the Default Specifications in Table Format:

    Step 2 : GL Mapping

    To be completed if General Ledger Account / Kind Mapping is set here

    Step 3 : Documents

    This is where you create the default folders for the Job Type

    Step 4 : Create Phases

    Refer to article on Job Phases. The example below has three phases.

    Step 5 : Create Template

    You can add the basic “ingredients” by clicking on the Template icon:

    Add the basic recipe by highlighting the Phase and double-clicking on the list of Kinds on the left-hand side to add “ingredients” i.e. KINDS

    If you add a Kind that is not required by accident, double-clicking on the right-hand side removes it:

    In addition, you can specify the minimum number of hours to be allowed for:

    As well as the Department responsible for that aspect of the work:

    The Default Specifications will work as a prompt when opening Jobs:

    Loading the Default Set saves time when you doing a quote or Estimate:

    The above information flows into the Sales Pipeline when the quote is approved.

    When the quote is marked Accepted, the information on the quote flows into the Sales Forecast, Traffic and Visual planning

    Sales Forecast

    Traffic Window

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