Creating & configuring Jobs

What is a Job?

The Job is the lowest level – the concrete, bookable activity (e.g. “Concept”, “Support”). Bookings are always made against a job.

How to create a Job

There are two ways:

Under a project: Open the project → in the job table, click New job. Choose a name and billing type.
Directly on the account: On the account page you create a job directly (it lands in the account’s internal default project).

When creating, you only choose the name and billing type at first. The detailed settings (amounts, budget, hourly rate) are then maintained on the job detail page via Edit.

Billing type

Every job has a billing type that determines how its effort is turned into revenue:

Type	Meaning	Additional fields
By effort	Billable hours × hourly rate	Hourly rate
Fixed price	Fixed amount, independent of hours	Fixed price
Retainer	Recurring fee with a term (retainer)	Amount, cadence, term
Non-billable	Internal / non-invoiceable time	–

Hours are tracked for every type (for utilization and records) – only the billing differs.

Configuring a retainer

If you choose Retainer, additional fields appear:

Retainer amount – the recurring amount.
Billing cadence – monthly · quarterly · yearly.
Term start – when the retainer starts to apply (required).
Term end – optional; empty = open-ended.

Further fields & configuration

Field	Meaning
Name	Display name (required).
Hourly rate	Overrides the project/account rate; empty = inherit.
Rounding rule	Optionally different.
Order number	Reference at job level.
Budget (hours/money)	Optional job budget, analogous to the project.
Limit (hours)	Hard hours limit.
Status (active)	Inactive jobs are hidden.

The job’s bookings

The job detail page shows key figures and the most recent bookings with inline editing – including Booked and Billable per booking (see Time tracking).

Tips & pitfalls

If you switch the billing type away from retainer/fixed price, the associated amounts are no longer used – for a genuine switch, enter the appropriate new value.
A retainer usually belongs to an ongoing support/retainer job; the revenue counts once per period, not per booking.
For non-billable jobs, the billable time stays at 0 – but the hours still appear in your utilization.