the first thing that a contractor needs to know when using QuickBooks is how to set up a job a
job is a contract or project for a particular customer or client the records for a job are
like a subsection of the customers records you can have more than one job per client
for example tom has a contract to a project with brown company to install a new heating system at
222 hands in place but tom also has a contract with brown company going on at the same time
to replace all the pipes at 61 61 Mockingbird Lane and his third job will be for the other
customer Kirschbaum to renovate the heating and plumbing system at the South Woods Road building
that Kersh bound owns so let us set up the jobs under each customers or clients records from the
main menu click customer customer center notice that both Kirschbaum and Brown have already been
placed on the customer Center notice when you click on a particular customer their address
and phone number come forward as well as a list of transactions that you will see in the future
we're doing Brown company and right now tom has two contracts going on continuously with brown
company one is to renovate Hanson Place and the other is to renovate Mockingbird Lane from the
top left click new customer and then click Add job remember Brown company has to be selected
before you click new customer add job so now we know this is a new job and we'll call it hands
place and of course we could put in any other piece of information that we need regarding
this particular job the company name is brown call when the main phone number is already here
we might have different payment settings or different customized information specifically
about the Hanson place job when we click OK you can see that it's on the customer list
but it's indented as a subtitle under Brown now we have to click Brown again and then click new
customer and add job and now we're going to put the Mockingbird Lane job rocking bird Lane and
of course QuickBooks remembers which company it's under and their main phone number you
could put in any other additional information that's specific to the Mockingbird Lane job and
when you click OK here we are we have hands in place and we have all the transactions
and estimates and notes that relate to hands in place but then when we click here we'll get all
of the transactions and estimates and notes that relate to the Mockingbird job now let's put up
the South Woods Road job under Kirschbaum click on Kirschbaum click new customer job then click
Add job and now we'll type South Woods Road and of course all of Kirsch mountains information is here
click OK now you can see this is a job under Kirschbaum and we could have another job with
Kirschbaum later that could go on concurrently with the South Woods Road job there are many
nice features about the customer Center and you can explore and experiment with them on your own
time and you can watch the supplemental videos but the notes feature of the customer Center is
the most commonly used by contractors let's take a look all you have to do is select the specific job
and click notes what you will see here is a list of notes that the owner has written about this job
these are things to remember both physically and financially and a note can be about anything if
you need to write a new note about the hands and place job click the Hanson place job then click
manage notes and then click add new now here is a new note now you can put any information you like
you can put very dangerous but if you can type it well very dangerous roads behind the building and
you know you could put you can abbreviate it's your own little note the most important thing
about a note is that you can click date/time stamp so that you can remember the date and
time that you put it if you type in another note blah blah blah now notice when I click
date/time stamp notice it's a few seconds after the previous note so it says the date the time
and the actual second if you click OK you will see the note itself and the date the note was
given if you type in several notes you can click on the note and it will give the elaboration of
the note here you can always click to the left of the word notes and drag so that you can make
the date column wider or shorter depending on your preference and what you like to see before
we finish let's put the Customer Center in the icon bar if it's not already open you can click
customers from the main menu and click customer Center at the moment the Customer Center is the
active window you can click at the top left of the main menu and click view view add customer Center
to the icon bar then click OK and now you can see there's a shortcut that opens the Customer Center