A job is always allocated to a customer but sometimes, you may want to assign a non-chargeable job or task to your staff whether it’s a team meeting, ad hoc tasks, etc. To do this, follow the steps below.
1. Create a dummy or internal customer type by going to Administration, then click Customers.
2. Click Add New, enter the new customer name which is “Internal Customer” in this example or you can name it as something you prefer for allocating non-chargeable jobs or tasks.
NOTE
You can also generate reports with this new type of customer added. For example, if you use Internal Customer for allocating non-chargeable task such as team meetings, then you can generate a report to show details such as total time spent per month.
3. Now, let’s create the internal customer profile and this could be a non-actual or non-existing customer. In some cases you may use your own information if you have a recurring non-chargeable task or job assigned to your staff. To proceed, click Customers, and then New.
Make sure to select Internal Customer as Customer Type or depending on the actual name you have assigned.
4. After creating an Internal Customer, let’s create an Internal Job type by clicking Administration, Jobs.
5. Click Add New, enter the Job Name and other necessary details and click Save. You can also colour code the internal job for quick reference.
6. After creating Internal Customer type and Internal Job type, we can now create a non-chargeable job or task by going to Jobs and click
7. Enter the necessary information such as Job Name, assigned user, and select the newly added job type which is Internal Job in this example.
You can also tick the boxes for No charge for Labour and No charge for Supplies and once all information is complete, click Save.
8. Go to Scheduler and allocate the job if necessary and you should see the details with the colour coding assigned and information created for the purpose of allocating a non-chargeable job or task.
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