Job Setup Feature in Profitz

Description

The Job Setup module in Profitz is the foundation of all project-based activity. It allows you to define the structure, scope, and financial framework of a job, including client details, addresses, cost codes, budgets, and billing rules. Job Setup is the first step in enabling downstream processes such as purchasing, invoicing, applications, claims, and reporting.

Purpose and Benefits

Job Setup enables operations, finance, and project teams to:

• Create and manage job records with full commercial and operational context
• Assign clients, contacts, addresses, and cost structures
• Configure billing models, budgets, and order structures
• Enable accurate procurement, invoicing, and reporting workflows

By centralising all job-related setup in one place, Profitz ensures consistency, compliance, and efficiency across the entire project lifecycle.

How to Access

Navigate to Jobs › Job Setup

Key Features

Job Header and Basic Details

Define the core identity and structure of the job.

Field	Description
Job No / Name	Unique identifier and name for the job
Customer Code	Assigns the job to a debtor account (required for AR billing)
Job Type / Status	Classify the job and track its lifecycle (e.g., Active, Completed)
Start / End Dates	Define the job’s timeline for scheduling and reporting
Division / Region	Assign the job to a business unit or geographic area

Related: [How to Enter Job Details, Additional Info, and Notes]

Job Addresses

Specify the physical location of the job for delivery, scheduling, and reporting.

• Enter full address details: street, city, region, postcode, country
• Mark one address as the Primary Address
• Add phone, fax, and email for site communication

Related: [How to Add Job Addresses and Contacts]

Job Contacts

Define the key people associated with the job.

Role	Purpose
Site Contact	Receives deliveries and coordinates onsite work
Client Representative	Receives invoices and project updates
Invoice Contact	Used for billing and accounts receivable
Subcontractor Contact	Used for claims and subcontractor communication

Contacts can be added manually or selected from existing client records. Related: [How to Add Job Addresses and Contacts]

Cost Code Structure

Assign the job’s cost framework using Resource and Operation Codes.

• Import or copy cost codes from templates or other jobs
• Use Variation-Only codes for tracking changes separately
• Define cost categories: Labour, Materials, Plant, Subcontractors, Overheads

Related:

• [How to Set Up Resource, Operation, and Variation-Only Cost Codes]
• [How to Import or Copy Cost Codes into a Job]

Budget Setup

Define the financial plan for the job using one or more budget types:

Budget Type	Description
B – Budget	Total budget per Operation/Resource
SB – Simple Budget	Budget using only Operation values
BP – Budget by Period	Budget split across financial periods

• Use Populate to generate budget rows
• Use TidyUp to remove blank or invalid lines
• Import budget data from spreadsheets

Related: [How to Set Up a Job Budget] [Feature Article: GL Budget Setup]

Order Structure Configuration

Choose how the job will handle client and subcontractor billing:

Order Type	Description
Simple Orders	Single-line structure, no variations, quick entry
Scheduled Orders	Multi-line structure, supports variations and staged claims

• Convert Simple Orders to Scheduled Orders at any time
• Configure retention, tax codes, and operation codes

Related:

• [How to Set Up Client/Subcontractor Orders and Choose the Correct Order Structure]
• [How to Create Simple or Scheduled Client Orders]
• [How to Set Up and Manage Subcontractor Orders, Applications & Claims]

Labour Rates and Cost-Plus Uplift

Define billing rules for labour and materials:

• Set default labour chargeout rates by job, resource, or employee
• Apply markup percentages for cost-plus billing
• Use precedence rules to control which rate or markup applies

Related: [How to Configure Labour Rates and Cost-Plus Uplift]

Best Practices

• Always assign a Customer Code to enable invoicing and applications
• Use Import tools to speed up cost code and budget setup
• Define contacts and addresses early to avoid delays in procurement and billing
• Choose the correct Order Structure based on the job’s billing complexity
• Use Variation-Only codes to isolate changes from base contract values

Limitations

• Jobs cannot be deleted once transactions are posted
• Budget and cost code imports must follow the required column format
• Order structure (Simple vs Scheduled) impacts downstream claim functionality

Pricing/Availability

Available to all Profitz users with access to the Jobs module.

FAQ

Can I change the order structure after job setup? Yes. You can convert a Simple Order to a Scheduled Order at any time.

Can I import cost codes and budgets from Excel? Yes. Use the Import button on the relevant tab and follow the sample template.

What happens if I forget to assign a Customer Code? You won’t be able to raise invoices or applications until a Customer is assigned.

Can I reuse cost structures from other jobs? Yes. Use the Copy function to import cost codes and budgets from existing jobs.

Related Articles

• [How to Enter Job Details, Additional Info, and Notes]
• [How to Add Job Addresses and Contacts]
• [How to Set Up Resource, Operation, and Variation-Only Cost Codes]
• [How to Set Up a Job Budget]
• [How to Configure Labour Rates and Cost-Plus Uplift]
• [How to Set Up Client/Subcontractor Orders and Choose the Correct Order Structure]