You can create new jobs from scratch in WorkflowMax. If your new job is similar to an existing job, you can speed up the process by copying an existing job and making any changes for you new job.
Before you create a job
Before you create your first job in WorkflowMax you will need to create one or more tasks.
Before you create your first job in WorkflowMax, you should find out more about configuring your Job settings.
Job settings help you to manage your company's workflow by simplifying the job setup process.
There are three types of job settings: job categories Job categories are primarily a way to group various types of jobs (or tracking categories in Xero) together for reporting and viewing purposes. Whenever a job is invoiced, the information specified in the category, such as Xero Tracking Category, Income Account and Cost of Sale Account, is brought across in the invoices that flow through to your accounting system. , job states Job states usually match the stages in your company's job workflow, such as Planned, In Progress or Completed. By adding notifications to each job state, you can communicate to key people how a job is progressing - and when it's time for them to take action. and job templates A job template can contain a pre-defined set of tasks, to-do items, milestones and disbursements. By providing a standardised job structure, job templates can save you time when you need to set up jobs of a similar type that occur on a regular basis. .
Folders on jobs
You can create foldersFolders allow you to organise your job tasks, milestones, costs, notes or documents into logical groups for costing, reporting and management purposes, providing you with greater visibility and context. Folders are specific to each job, so if you create folders for one job they will not be available to another job. Job templates can contain folders and those folders can be pre-populated with selected tasks, costs and milestones. manually on a job at any time. The folders can be empty or you can assign job tasks, milestones, costs, notes or documents to the folders if you wish. Jobs based on a job template or a quote that contains folders will automatically inherit those folders and their contents.
Folders are specific to each job, so if you create folders manually for one job they will not be available to another job unless you copy an existing job with its folders.
Follow these links to find out how to create a job: