Add jobs in Job Costing

Use the Job Costing settings to create new jobs and assign them to employees or groups. This helps track labor costs accurately across your organization.

Each job requires a unique job code. Job codes are identifiers tied to specific jobs, not reusable placeholders. Once a job is created with a code, that code remains linked to the job for reporting and historical accuracy. If you need to create a new job, always enter a new job code, even if the new job is similar to a past one.

1. Go to Global Settings.

2. Select Job Costing.

3. Click Jobs.

4. Click the ellipses (…) and select Add.

5. Enter a Job Code (this can be the same as the Job Name).

6. Type in a Job Name.

7. Under Team Assignment, either:

   • Check the box to make the Job visible to all employees, or

   • Select a specific Group (Location), or

   • Assign to specific Employees.

8. Click Save.

If you have questions, call us at (888) 783-1493, email [email protected], or submit a ticket.