Job Costing Overview

Job Costing Workflow Overview

Every job begins with a quote,Quote, formingwhich provides the foundationestimated cost of the work and serves as the basis for trackingcustomer both costs and progress.approval. Once approved, the quote is created, it can be promoted to a Managed Job—the central hubstage where jobsproduction activities are actively tracked, coordinated, and monitored.

From this point,there, 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.