How to Create Different Job Types

Once your Estimate is complete, you will be able to create a Fixed Price Job. You can invoice clients using set progress claims or by percentage of cost categories. Fixed Price locks in the total contract amount, giving clients certainty while keeping your cashflow secure and easy to track.

To create a Fixed Price Job, navigate to the Lead > Estimates tab or directly to your Estimates tab and click . A pop-up will appear for you to select your Job Template and the Job Type. You will notice the Fixed Price Amount is locked and cannot be edited after job creation.

For Percentage Complete Jobs, invoices are raised based on the progress made in each cost category. Retention is usually set as a percentage of the total contract value and is automatically held back from each progress claim. This ensures a portion of the payment is retained until project completion, protecting both you and the client.

To set invoice retention, tick Enable. You can then enter a Retention per invoice (%) and a Total retention amount. You’ll also have the option to include or exclude Fixed Price Variations. Once all details are entered and your Job Address is confirmed, click Create Job.

Create a Cost Plus Job where the client invoices are issued based on paid supplier/subcontractor bills and timesheet costs. Navigate to Lead > Estimate or via the Estimate tab > select your Estimate and click.

Select the Job Template required, the Job type as 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. Once you have confirmed the Job Address, proceed to create your Job.

You can also create a Cost-plus Job without completing an estimate, but the job budget will appear with no starting estimated costings.

To do this, navigate to Jobs > .