Fixed-Price / Percentage-Complete
To create a fixed-price job invoiced based on set progress claims or by percentage completion of cost categories, you must first have completed an estimate.
Within the relevant estimate version, create a Job by clicking Actions > Create Job.
Next you can choose to create a Job from scratch or use a Job template that you have created earlier. Use the dropdown to select the relevant template.
Select either Fixed Price or Percentage Complete as a job type and click Save.
Cost-Plus Job
Create a cost-plus job where the client invoices are issued based on paid supplier/subcontractor bills and timesheet costs.
1. Within the relevant estimate version, create a Job by clicking Actions > Create Job.
2. Select the job type Cost Plus and set the Markup Amount as a percentage. The set markup percentage will be added to the amount on each paid supplier/subcontractor bill and timesheet being charged to the customer.
3. You can also create a Cost-plus Job without completing an estimate, but the job budget will appear with no starting estimated cost figures. To do this, navigate to the main left menu Jobs > + Job, as shown below.
