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Accountants Office with Practice Manager only

The MaintenanceMaintenance Map > Job Type menu has a number of sub-menus which are used to set up and refine jobs for your practice. These are:

Job Type Templates

A job type template comprises jobs that are used repeatedly for clients because the practice performs the same type of work for a number of clients.

Your system administrator usually creates Job Type Templates.

MaintenanceMaintenance MapJob types > Job Type Templates is used when setting up and deleting job type templates for your practice.


When you add a new job, the job is automatically displayed in the Job Manager — Job Sheet and you will be able to maintain the milestones using the Job Manager — Job Sheet.