Purpose

Answer the questions below to determine if your work should be tracked in the Jobs or Contracts workflow. Speak to your account manager about which workflow would better suit your business needs should any questions arise.

*Allows options

Quick Decision Guide

1. Use Jobs if:
   • The work is straightforward
   • It's a one-time or short-term project
   • It's a service or technician call
   • It's an over-the-counter purchase
2. Use Contracts if:
   • The work requires a bid
   • You need a contract or schedule of values
   • You'll be submitting pay requests
   • The project involves long-term scheduling
   • You need to track prevailing wages
   • You require in-depth job costing

Detailed Comparison

Billing Methods

• Fixed-price Invoice: Available in both Jobs & Contracts
  • Terms are set with itemized scope of work or lump sum
  • Billing options: installments, percentage completed, down payments, or due upon completion
• AIA-Style Billing: Contracts Only
  • Set up with a schedule of values
  • Submit applications for payment
  • Track schedule of values, retainage, pay applications, and stored material costs

Project Management Features

• Available in Contracts Only:
  • Change Orders module
  • RFIs (Requests for Information)
  • Submittals
  • Transmittals
  • Project Phases

Prevailing Wages

• Contracts Only:
  • Track prevailing wages
  • Assign prevailing wages to associated labor activities

Job Costing

• Basic Job Costing: Available in both Jobs & Contracts
  • Optional feature
  • Automatically generated using recommended workflows
  • Manually created in the Job Costing tab
• Advanced Job Costing Options: Contracts Only
  • Choose from four options during contract setup:
    1. Do Not Track
    2. Overall Contract
    3. Itemized Contract
    4. Custom Budget with Cost Codes

Estimating and Bidding

• Multiple Estimates: Contracts Only
  • Track multiple estimates for a single bid
  • Choose which estimates to display on advanced quote or proposal packet
  • Generate a budget in Job Costing from selected estimates
• Single Estimate: Jobs
  • Suitable for work requiring only one quote or estimate
  • Changes can be made and forms regenerated as needed

Still Unsure?

Start with the Jobs workflow. You can always upgrade to a Contract if necessary.

Remember, the Jobs module is designed for simpler projects, while the Contracts module handles more complex commercial-level contracts with detailed data and workflows.