Sometimes when you create a job you must assign more than one person to the job or when you finish a job you need to go back to the location for a second job or a follow up. In WORK we have created 3 different ways to complete these tasks. Sub-jobs, Tasks and Duplicate Jobs.
What is the Difference between Tasks, Sub-Jobs, and Duplicate Jobs?
The largest difference between the three is how they are invoiced.
- A task is part of the parent job and therefore all items that are added to a task will appear on the invoice for the parent job.
- A sub-job is a continuation of the parent job. All items added to a sub-job will appear in the sub-job’s invoice and therefore the sub-job can be invoiced separately or batch invoiced with the parent job.
- A duplicate job is completely separate from the parent job and therefore any items added to this job will appear only on the duplicate job.
The second major difference is the job code.
- A task will have a T with a number after it followed by a period and then the parent job’s job code. For example if the parent job is job 101 the task job code will be T1.101 or T2.101.
- A sub-job will have the parent job’s job code with a dash and a number after it. For example if the parent job is job 101 the sub-job will be job 101-1 or 101-2.
- A duplicate job will have a completely different job code from the parent job. For example if the parent job is job 101 the duplicate job will be 102 or 103.
When to use a Task
The primary reasons to create a Task is to add a multiple Fieldworkers to a job. You can assign different tasks to each of these Fieldworkers and they can keep track of their work in the app. Once each of the tasks is completed you can complete and invoice the parent job. Some of the information that your Fieldworkers collect on the tasks can also be added to the invoice. All Tasks will bill to the job that they are associated with.
To learn more about how to create tasks please click here.
When to use a Sub-Job
The primary reason to create a Sub-Job is so you can return to a site for a follow up or to finish work. Sub-Jobs give you the ability to bill the customer separately from the parent job. You however can easily batch invoice any sub-jobs with the parent job. They will have a similar Job number so when you search for the job number of the parent any Sub-Jobs will come up in your search with the parent job.
To learn more about how to create sub-jobs please click here.
When to use a Duplicate Job
The primary reason to create a Duplicate Job is to create a new but similar job for the same Client. Duplicate Jobs give you a quick and easy way to carry over Client, Location, Contact and Job information from one job to another.
To learn more about how to create duplicate jobs please click here.