# Jobs

> Plan and run jobs, bill deposits and progress, and close them out.

Source: https://support.billingmart.com/jobs
Updated: 2026-10-30

- [Jobs: what your workspace calls its work](https://support.billingmart.com/jobs/terminology.md): Where the words for your work come from, why Matter and Case can both appear, and how an owner or admin changes them for one business.
- [Jobs: record types](https://support.billingmart.com/jobs/record-types.md): What a record type holds, and how owners and admins create, duplicate, publish, order, archive and restore types without breaking older records.
- [Jobs: questions and conditional fields](https://support.billingmart.com/jobs/questions-and-conditional-fields.md): The answer types a record type can ask for, when an answer is required, who sees it, and how to show a question only when another answer matches.
- [Jobs: pin record types to the menu](https://support.billingmart.com/jobs/pins.md): Pin up to five entries so your most used record types sit in the menu and lead the New menu, and see why a sixth pin is refused.
- [Jobs: change your business type](https://support.billingmart.com/jobs/change-your-business-type.md): What changing a business type adds to your work setup, what it replaces on the invoicing side, what it never removes, and why trying again is safe.
- [Jobs: who can do what](https://support.billingmart.com/jobs/permissions.md): What owners, admins, staff and viewers can do with work records, record types and work settings, how a limit to one business applies, and the API scopes.
- [Jobs: deposits, progress billing and retainage](https://support.billingmart.com/jobs/deposits-progress-and-retainage.md): Bill one job in stages with a deposit, progress invoices that withhold retainage, and a single release at the end, and see what the job refuses.
- [Jobs: change orders, endorsements and other changes](https://support.billingmart.com/jobs/adjustments.md): The kinds of change a record type offers, how a change is drafted and issued with its own number, and how issuing counts a send.
- [Jobs: sub-jobs](https://support.billingmart.com/jobs/sub-jobs.md): Put a work record under another, see the tree on the client's page, move a branch, and know what happens when a parent is cancelled or discarded.
- [Bill from a work record](https://support.billingmart.com/jobs/billing-from-a-record.md): Link invoices and bills to a work record, set its contract total, split a bill across records, and what the record's figures show.
- [Record vendor bills](https://support.billingmart.com/jobs/vendor-bills.md): Keep a list of vendors, enter the bills you owe them, open each one to track what is due, and record payments you made elsewhere.
- [Create a work record](https://support.billingmart.com/jobs/create-a-record.md): Choose a record type, fill in the title, client and details, and create the record as a draft or create and activate it in one step.
- [Drafts of work records](https://support.billingmart.com/jobs/drafts.md): A new record saves itself as a draft while you type. Resume it later, handle an edit conflict, change its type, or discard it.
- [Documents on a work record](https://support.billingmart.com/jobs/documents.md): Add several files to a record at once, see the result for each file, choose what the client can see, and meet the type's required documents.
- [Stages and the board](https://support.billingmart.com/jobs/stages-and-the-board.md): Move work records through their stages on the record or the board, complete, reopen or cancel them, and set the next action and assignee.
- [Email or text a client from a work record](https://support.billingmart.com/jobs/messages-from-a-record.md): How the Messages tab of a work record lists every email and text about it, what a message can carry, and how a text conversation is linked to the record.
- [Share a work record with a client](https://support.billingmart.com/jobs/share-a-job-with-a-client.md): Choose what a new work record shares with its client, what the client's page shows, and how a record's share link expires and stops working.
- [Edit or delete a work record](https://support.billingmart.com/jobs/edit-or-delete-a-record.md): Change a work record's name, client, values and answers, and delete a record made by mistake with its unpaid invoices, open bills and draft estimates.