Overview
JACK supports two job types: Fixed Price (including Percentage Complete) and Cost-Plus. This article covers how to create each type.
Navigate to your Lead or Estimate > Costings tab. Then choose the 
button.
Choose whether to create with a Job Template or without.
Ensure Job Address is accurate. Choose Next
Select Job Type Fixed Price (with optional invoice retention) or Cost Plus. Choose Next.
Here we can optionally Lock Contract Price (this can be done later).
Set your default Tax Code for the job.
Copy over estimate items budget-this will lock in those estimate items to the jobs budget tab. If you untick this you can push those items to the budget later.
Copy over $0 items from estimate to job budget-choose to omit or bring in $0 cost items.
Choose
.
⚠️ If you have more than one Estimate in a Lead, choosing the Create Job button will only convert the estimate you are in to a job. The other estimate will be automatically archived.
Fixed Price / Percentage Complete
You can invoice clients using set progress claims or by percentage of cost codes. Fixed Price locks in the total contract amount, giving clients certainty while keeping your cashflow secure and easy to track.
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 Change Orders. Once all details are confirmed, click Next.
Cost-Plus
You can create a Cost Plus job where the client invoices are issued based on paid supplier/subcontractor bills and timesheet costs.
Select 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, choose Next.
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 >
.
For further information on Job conversion, see this article.