Course curriculum

  • 01

    Welcome to Clarity Courses

    • What to expect with Clarity Courses
  • 02

    Section 1: Welcome to Jobs in XPM

    • Welcome to Getting Started with XPM

    • In this Course
  • 03

    Section 2: About Jobs in XPM

    • Overview

    • What you need to know

    • Job settings explained

    • Creating jobs and recording time

    • Allocating staff and viewing time sheets

    • Invoicing a job and notifying progress

    • Reports

    • Completing a Job
  • 04

    Section 3: Create or Edit a Job

    • Overview

    • Before you start

    • Create, copy or import a job

    • Create a job from a template, lead or quote

    • Edit a job
  • 05

    Section 4: Add, Edit or Delete Tasks from Jobs

    • Overview

    • How it works

    • Add multiple tasks

    • Edit a task on a job

    • Delete a task from a job
  • 06

    Section 5: Create, Edit or Delete Job States

    • Overview

    • How it works

    • Create a job state

    • Set a default job state

    • Edit or re-order job states

    • Delete a job state
  • 07

    Section 6: Create, Edit or Delete Job Categories

    • Overview

    • How it works

    • Create job categories

    • Edit job categories

    • Delete job categories
  • 08

    Section 7: About Costs in XPM

    • Overview

    • Setting up standard costs and linking to Xero

    • Adding costs to quotes, jobs, templates and invoices

    • Applying a markup percentage
  • 09

    Section 8: Add Costs to a Job

    • Overview

    • How it works

    • Import a job cost

    • Add or create a job cost

    • Edit or delete a job cost
  • 10

    Section 9: View and Assign Staff to Jobs

    • Overview

    • How it works

    • View your staff allocation

    • Add staff to jobs or tasks
  • 11

    Section 10: View and Edit Job Schedules

    • Overview

    • How it works

    • View job schedules

    • Edit job schedules
  • 12

    Section 11: Write-off a Job or exclude it from Work in Progress

    • Overview

    • How it works

    • Write-off a job

    • Restore a job to the WIP List

    • Exclude a job from WIP
  • 13

    Section 12: Update a Job's State

    • Overview

    • How it works

    • Change the job state

    • Complete a job

    • Update the job state automatically on final invoices
  • 14

    Section 13: Change the Job rate or Invoicing Method

    • Overview

    • Set or remove a custom rate for a job

    • Set up a job with both fixed and hourly rates

    • Change the invoicing method of a job
  • 15

    Section 14: Create, Edit or Delete Job Templates

    • Overview

    • How it works

    • Create a job template

    • Delete a job template
  • 16

    Section 15: Add, Edit, or Delete Template Tasks, Costs and Milestones

    • Overview

    • Add, edit or delete template tasks

    • Add, edit or delete template costs

    • Add, edit or delete template milestones
  • 17

    Section 16: Create, Edit or Delete Recurring Jobs

    • Overview

    • How it works

    • Create a recurring job

    • Edit a recurring job

    • Delete a recurring job
  • 18

    Section 17: Archive or Delete a Job

    • Overview

    • How it works

    • Remove WIP entries from a job

    • Cancel or delete a job

    • View archived jobs

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