> For the complete documentation index, see [llms.txt](https://hmb.onepub.dev/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://hmb.onepub.dev/jobs.md). # Jobs A Job is used to track work we are doing for a customer. How you use a Job is fairly flexible but generally I recommend **creating a Job each time a customer books a service**. If you are working on a Job and the customer wants to add another task then just add a Task to the existing Job. A job is associated with a single Customer and Site (a Site is an address associated with a customer) . Quoting and Invoicing is done against a Job. Within a Job you create Tasks, a Job must have at least one Task, but often has many Tasks. A task is where we track the time and materials used on the job and where we start when doing job estimates. As an example you might create a job called: 'Shed and Gates' Then within the Job you might have the following tasks * order shed * build shed * order gate latch * install gate latch > How you break down the set of tasks is really up to what you find convenient.Read up on [Tasks](/tasks.md) Read the section on [Tasks](/tasks.md) for more details Once you have a Task you can add a checklist to track items that you need to take or purchase to complete the task. Items in your checklist that are marked as 'buy' can be seen in the [shopping list](/shopping-list.md) - so next time you go to the hardware store you can access a single shopping list, mark items as completed and track how much you paid for each item. Items in your checklist that are marked as 'Tools - own' or 'Materials - stock' are added to your [packing list](/packing-list.md). ### Creating a Job You create a Job by clicking the '+' icon on the Job list screen (top right corner). Enter a Job name and select a customer from the drop list. If it's a new customer then click the '+' icon next to the Customer drop list to add a new customer. Whilst adding the customer you should add a contact and site. Choose the billing type: * Time and Materials (T\&M) (aka Cost Plus) - you will bill the customer for your time at an agreed hourly rate plus the cost of any materials (possibly with a margin). * Fixed Price (Fixed) - you will bill the customer an agreed amount possibly using milestone payments. ### Billing Rates The System screen allows you to enter a default Hourly Rate and a default Booking fee. When creating a Customer you can set an alternate Hourly Rate or Booking fee which will then be used for Jobs and Tasks associated with that Customer. When creating a Job you can enter a specific rate for that Job, otherwise it will default to the customer rate or if none, the system rate. ## Estimating Estimates are created using [Estimator](#estimating). ## Quoting [Quotes](/accounting/quoting.md) from within HMB are created from a Job and the set of Tasks associated with a Job. To create a quote you first create the Job then build the estimate using the [Estimator](#estimating). From the Estimator you can create a quote. ## Invoicing [Invoices](/accounting/invoicing.md) are also Job centric, if you are running a Time and Materials (T\&M) project then you can create progress Invoices as you record time against a job. If you are running a Fixed Price project then you can create milestone based invoices.