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Job Overview

Jobs represent work that has been approved by the customer.

Jobs are usually created from Quotes and are used to:

  • Track production or service work.
  • Tie together purchasing, inventory, and shipping.
  • Drive invoicing and QuickBooks sync.

Typical flow:

  1. Quote is accepted.
  2. Job is created from the Quote.
  3. Work is performed and tracked on the Job.
  4. Job is invoiced.
  5. Job is completed and closed.