Jobs are named projects or project codes you tag sales to, so a customer can see their spend grouped by project. A painting contractor might have one job for the Smith residence and another for the Johnson office — every sale rings up against the customer, then gets stamped with a job so reports and statements split by project.
In the POS mode, open Customers in the left sidebar, then switch to the Jobs top tab.
A job is a lightweight label attached to a Customer — a project name and an optional project ID, with its own address and status. Sales can be tagged to a job at checkout, and then every job-level report, statement line, and balance pivot uses that tag to group the customer's activity by project.
Jobs are customer-scoped. Every job belongs to exactly one customer — there's no global "Smith Residence" that two different customers share. If two of your customers are both working on the same address, each customer gets their own job for it.
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Every customer is created with a default job called Main Account (ID 1). That's the bucket every untagged sale lands in — so you never lose history even if a cashier forgets to pick a job. Nebo's Painting Service in the screenshots below has two jobs: Main Account for untagged sales and Demo BM Aurora for a specific project.
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Two places to work with jobs:
Customer ID, Customer Name, Job ID, Job Name, Status, Balance. Good for scanning or searching by project name across the whole book.
From the Customers > Jobs top tab, click Add job in the top-right. You can add a job from anywhere — you don't need to be on the customer's detail page, because the first field on the form is Customer and it applies to whichever one you pick.
The Add job modal asks for the minimum to create the job:
| Field | What it does | Required? |
|---|---|---|
Customer |
Which customer this job belongs to. Jobs are customer-scoped, so this is the field that decides who owns the job. | Yes |
Name |
Human-readable project name shown at POS and on reports (e.g. Smith residence, Johnson office repaint). |
Yes |
ID |
Your project code, if you track one. Free-form text — leave blank to auto-number. | Optional |
Address, Apt, suite, etc., City, State, ZIP, Country |
Job-site address. Separate from the customer's billing address — helpful when the same customer has projects at multiple addresses. | Optional |
Save creates the job. It immediately becomes selectable as a job at POS for that customer.
You can also add a job straight from the customer's detail page — open the customer, switch to the Jobs sub-tab, and click Add job there. Same modal, but Customer is pre-filled.
The customer detail Jobs sub-tab shows a count next to its label (Jobs (2) for Nebo's Painting Service above), lists every job under that customer with its balance, and gives you a per-customer Add job button so you don't have to go back to the top tab.