Job Costing Overview

Job Costing Workflow Overview

Every job begins with a quote, forming the foundation for tracking both costs and progress. Once the quote is created, it can be promoted to a Managed Job—the central hub where jobs are actively tracked, coordinated, and monitored.

From this point, you have two workflow options:

• Option 1: Proceed to a Delivery Note if items need to be dispatched, followed by an Invoice.
• Option 2: Go directly from Managed Job to Invoice if no delivery documentation is required.

Alternatively, you can initiate a job directly from the Managed Job stage. In this case, the system will automatically generate a corresponding quote, ensuring every job remains linked to a quote—regardless of where it begins.