Introduction to Master & Sub-jobs

Master jobs are a great way to consolidate jobs that are all related in some way. A typical use case where a master job would be created is for a monthly retainer, or alternatively for a campaign project where sub-jobs are used to break up different phases.

In order to create a master job, follow the same process you usually would to create a job. After selecting the client, fill in the details and ensure you have selected the 'Create a Master Job' checkbox.

Once the job has been created you'll notice there is a 'Sub-jobs' tab. This tab will list any previously created sub-jobs and is also where you create a sub-job for the master.

As an example, let's create a new sub-job. You'll notice when creating a sub-job you'll follow the same process as you would for creating a new job.

Once the sub-job is created, it will appear as a normal job. The main difference is that the job numbering will follow that of the master job. You can even click on the job number which will take you back to the master job.




You can also convert an existing job into a master job. To do so, navigate to the job you would like to convert to a master job, press the action menu and select the 'Make Master Job' option.

In a typical campaign, you will have a variety of estimates that would form the campaigns sub-jobs. In this case, you'll see that we have three estimates: Branding Design, Website Updates and Stationary Design.

As per this example, we would generally create three sub-jobs, one for each estimate. Some agencies would refer to these as "phases" of a project. Since we have already created the master job, in this case, we can actually create sub-jobs based on these estimates. Upon approving an estimate that exists under the master job,  the first check box in the approval screen will prompt if you would like to create a sub-job for the estimate. If selected this will then create a sub-job based on the name of the estimate and move the estimate so that it belongs to the sub-job. This is important as that means that the relevant line items will appear under the summary for the sub-job.


Once you've entered some data into Briefcase you'll see the biggest benefit in creating Master jobs. Whilst the sub-job maintains its own summary, the master time summary and overall summary includes the data for the Master job and all of it's sub jobs. In this example you'll see that this gives you an overall view of how the campaign is tracking as a whole.

Another added benefit is the ability to invoice sub-jobs from the master, allowing you to provide your client with one invoice, spanning line items from multiple sub-jobs.

To do so, create an invoice under the master job, and when invoicing from Estimates you'll see a list of line items sorted by the Estimate Number. You can click on the job field to filter the results based on a sub-job if required. This same technique also applies when invoicing from both Purchases or Time.

Have more questions? Submit a request
Powered by Zendesk