Setting up Clients and Jobs

client

In On The Job 3, jobs are organized by client. To add a client or a job, use the File menu, or the plus button in the lower-left corner of the window.

Each item within a job can be one of four basic types: Timed, Fixed Cost, Quantity, and Mileage. These items correspond to line items on your invoice. To create a new item, select “New Job Item” from the File menu or click the plus button at the bottom of the job item list section of the window.

To set up a client‘s options, select the client to make the settings pane visible. If you've never used On The Job before, this is the item named “First Client” in the left hand list. Clients contain information such as name and address, the hourly rate you charge that client, and fully customizable currency settings.

Clients also have customizable invoice number generation options. To set them up, just click the “Set Invoice Number Scheme” button in the client settings pane. Drag the blue items, such as “Client #” into the text field to add them. Some blue items, like “Month”, have options to control their display format. Once in the text field, click on the blue item for a menu where you can select from display options like “January”, “Jan”, or “01”.