How to log a job with a client and a project

When it comes to log a job, it can be overwhelming sometimes. Loggitty's smart Job Log Box will help you to log your time easily. In this article, you will learn how to log a job using the Job Log Box on the Job Log Page. 

Assigning a client

Follow these steps to assign a client:

  1. To find a Client simply enter a @ symbol in the Job Log Bar and this will bring up your list of Clients.
  2. You can narrow down the Client List by typing in more of the Client Name
  3. Either click or use the up and down arrows to highlight the correct client and press enter on your keyboard to assign a client.
  4. If you want to create a new client, start typing the client name and click or enter  "Add new Client ...".
  5. This modal window will pop up. Type all the details in and click 'Save' button. 
  6. You should see a blue box containing the client name on the left side of the Job Log Bar


 

Assigning a Project to a job

Projects can be useful if you want to keep all the related jobs together and want to invoice a customer with a fixed price. 

Follow these steps to assign a project to a client.

  1. To find a Project simply enter a # symbol in the Job Log Bar and this will bring up your list of Projects.
  2. You can narrow down the Project List by typing in more of the Project Name
  3. Either click or use the up and down arrows to highlight the correct project and press enter on your keyboard to assign a project.

    Note:
    You don't have to assign the client if you assign a project when logging a job. If the project is assigned when you log a job, we will automatically assign the client attached to the project to the job. You cannot assign a project and a different client who is not attached to the project to a job at the same time.

  4. If you want to create a new project, start typing the project name and click or enter  "Add new Project ...".

    Note:
    Please note that a project must have a client assigned. If you are creating a new project using 'Add new Project "Project 1"' on the dropdown, you need to assign a client so Loggitty can assign that client to the new project automatically when you log a job.

  5. You should see a blue box containing the project name on the left side of the Job Log Bar