How To Manage Jobs In Booking

What this does

This guide explains the Jobs page in Booking.

Use this page to group related bookings under one project and keep the work context together.

Jobs are also one of the cleanest ways to carry customer and project context forward into later labor and billing workflows.

Before you start

• The related customer should already exist, or be created during the job flow.
• Jobs are useful when multiple bookings belong to the same larger project.

Steps

1. Open Booking.
2. Go to Jobs.
3. Use Find job if you need to search existing projects.
4. Click New Job to create a new one.
5. In the create dialog, complete:

• Job name
• Customer
• Account (optional)
• Account Address if an account is selected

1. Use Create customer if the customer record does not exist yet.
2. Click Create Job.
3. Open the job from the list when you need to review or continue working inside it.

Why this matters across the suite

Jobs help the team keep multiple related bookings tied to the same customer and project context instead of rebuilding that relationship by hand every time.

That same job context can matter later when Timecards follows the work and when Invoice needs to bill from the same operational thread.

Common mistakes

• Creating separate bookings that should really belong to one job.
• Leaving the customer or account relationship unclear before the work starts to scale.

What to do next

After the job exists, continue building out the related bookings under that project.

Related guides

• Booking: How to add a booking
• Booking: How to manage booking forms
• CRM: How to manage accounts in CRM
• Invoice: How to create or edit an invoice or estimate