If you are performing more than one job for a customer, track the jobs individually by adding new jobs under the customer's name in the Customer:Job list.
The information QuickBooks fills in comes from your customer's record. If you make any changes here, the changes affect only this job. For example, if your customer's billing address is different for this job, you can enter the job address without affecting the customer's main address.
Job Status (Pending, Awarded, etc.) | Job status information is for your records — it gives you a way to keep track of each job. When you create a job report, QuickBooks includes the status of each job on the report. You can also see the status of each job on the Customer:Job list. |
Start date and end date (projected or actual) | The dates help you track how long each job takes and how well you are able to estimate the length of a job. When you create a job report, you can add columns that show the start date, your projected end date, and the actual end date for each job. |
Job description | Job descriptions appear on job reports. When you enter a job description, enter information that will be useful to you when you see the job listed among other jobs in the report. For example, if you have performed several jobs for the same customer, you could use the job descriptions to help you distinguish the jobs from each other.
The Job Description field has room for only a short phrase or sentence. If you want to write a longer description of the job, or if you want to jot down notes while the job progresses, use the job's Notepad. |
Job type | Job types give you a way to classify your jobs so you can group and subtotal similar jobs on your reports. By using them, you'll be able to determine which kinds of jobs are the most profitable for your business. For examples of job types, see job types. |