Address Book: Overview
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Address Book: Overview
- 1 Minute to read
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Print
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Address Book: Overview
JobBag's Address Book contains records of all of your business and individual Contacts. You can add new business and individual contacts to the JobBag address book, or merge your existing list.
Importing your existing list
In order to upload your existing list, please contact JobBag Support for assistance. 02 8115 8090
Business and Individual contacts
A Business contact is a business entity For example: - Company: Jane Smith & Associates Pty Ltd
A Individual contact can be a sole trader, employee or a individual contact For example: - Contact: Ms Jane Smith
| Address book type | 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. | √ | √ | |
| 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 your clearing house fund and your employee super funds | √ | ||
| 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 | √ |
Address Book entry window
First, selecting If the record is a Business or Individual Contact > next, select the type if the contact, this will opening the appropriate fields and sections for this window
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