How can I set up multiple jobs under a client with their own work flow. I need to track the work completed under each individual job.
I have a contractor with separate jobs (houses). I need to track bookkeeping work for each job under this client. How can I do this?
Another option would be to make each House a separate client. You could then include each house/client into a Group with your parent client and have jobs at the client/house level with the ability to see all work within the Group.
Check out this support article for a more detailed explanation:
https://help.karbonhq.com/en/articles/2765900-why-is-there-a-work-item-missing-under-a-client-group
One other consideration would be to change the “bill to” setting of the “house” clients to point to the main client so billing is easier. This is a relatively new feature, and I haven’t seen help articles related to it yet, but I may have missed them.
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