You can use job types and job titles to classify hours worked, set customer-specific pricing, and specify project-specific Job types and Professional titles with prices.

You can set project- and customer-specific hourly rates for both Job Types and Professionals on the billing tab of the project card and customer card.

You can also use job types and professional titles in your reports.

Examples of Jobtypes are production, development, sales, marketing, etc. Professional titles would be project manager, sales agent, team lead, etc., for example.


Learn how to:

  • Classify projects using jobtypes
  • Assign hourly rates for different jobtypes
  • Classify projects using professional titles
  • Assign hourly rates for different titles

Plans & Permissions:

  • Plans: Free CRM, SalesCRM, PM, ERP
  • Permissions: Time Tracker

Contents:

1. Job types

1.1 Creating new Job type:

1.2 How to add Jobtype to the time entry

1.3 Jobtypes status explained

2. Professional titles

2.1 Creating new Professional titles

2.2 How to add users to Professional Titles

2.3 Professional Titles on a project

1. Job types

You can create different Job types and set hourly rates for each type of job. Users can add a job type to them time entries. This information is useful for invoicing and reporting.

1.1 Creating new Job type:

  • Navigate to Settings from the top right corner
  • Click on Feature Settings 
  • Click on Time Management. You will see two tabs here - Time Tracker and Hour Balance Management
  • Scroll down to Jobtypes , under the Time Tracker tab.
  • Click on Add row 
  • Name the job type, for example, copywriting, development, sales, etc.
  • Specify the hourly rate

NB: If you have integrated your accounting software with Taimer, you can associate the job type with specific accounting products or functions within your accounting system.

If you do not need the Jobtype more, you can archive that by clicking three dot beginning of Jobtype row and choosing "Archive".

Archived jobtypes stay on all time entries, where it is added and you can use those in reporting just like earlier.

1.2. How to add Jobtype to the time entry

Job type is mandatory information on time entry. You can choose only one job type per time entry.

1.3 Jobtypes status explained

Active: All job types that are currently in use. To deactivate a job type, click on the toggle button.

Disabled: All job types that have been deactivated or not in use currently. These can be reactivated by enabling the toggle button.

Archived: All job types that are archived and no longer in use. These cannot be reactivated.

All: All job types

2. Professional titles

Professional titles are another classifier that can be used for reporting and invoicing purposes. You can set hourly rates for Professional titles at the general level in the settings as well as on a project-by-project basis.


2.1 Creating new Professional titles

  • Navigate to Settings - Feature Settings - Time management
  • Scroll down on the Time Tracker tab to Professional Titles
  • Click Add row
  • Name Professional title (example Project manager, Designer ect)
  • Set the price for Professional Title

2.2 How to add users to Professional Titles

You can set your users to different Professional title as default setting.

  • Navigate Settings - User Management - Groups
  • Choose Professional Titles tab
  • Add users to Professional titles

2.3 Professional Titles on a project

You can set Professional Titles per each project. You can specify project-specific and customer-specific hourly rate on the Invoicing tab on the project and customer cards.

  • Navigate to the Invoicing tab on the project card
  • Scroll down
  • Choose Professional title
  • Click + - icon
  • Choose Professional Title from drop down list
  • Set hourly rate
  • Save by clicking the green mark beginning on the row

NB! You can also define a professional title for the project that different from the user's settings.

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