Should I use Jobs?

Determine whether enabling the Jobs feature will benefit your company.

If you focus 30% or more on Property Management or Commercial, and/or use Sub-customers or Projects in QuickBooks, Jobs can help you better organize the flow of your business. 

Once you've decided this feature is a good fit, head over to your Settings Features tab. Toggle the switch on the left-hand side to enable Jobs.


v2 enabling jobs feature

Adding Jobs will help you keep track of many different addresses, tasks, and activities for projects and jobs pertaining to a single customer. You can add several Jobs to a single customer, or Contact, making it easier to organize different points of contact.

You'll notice a new "Jobs" tab appear within your Contacts' records; you can add a Job this way to automatically relate the Contact and auto-populate certain information.

add job to contact under jobs tab

 

You can also select the blue plus sign at the top of your account to manually add a Job. Relate the parent Contact by typing in the Related Contacts field. Note how the Job's name will inherit the Primary Contact's name by default.

add job blue plus sign

Check out this article to learn how to configure your Job Workflows.