ContributionsMost RecentMost LikesSolutionsRe: Setup: Ability to use Jobs In response to Suja Pillai, 1. Managing in budgets, services and expenses of multiple contract cases 2. Tracking services and expenses to their associated contract 3. I prefer the term "Project" or "Contract", but "Jobs" is fine 4. Psychological services: clinical, forensic and organisational The feature would need to let us customise fields. For example, I would need to create fields for "Case Manager", "Case Number", "Date of Injury", for one type of job and "Plan Number", "Plan Date" and "Funded Amount" for another type of job. It would be most useful to let us set up a template for each type of job that we deal with. For example, a template for a clinical contract would be created to have different fields than a forensic template. Let us break a template with custom fields and let us name and save it. Re: Setup: Ability to use Jobs Hi Suja, In answer to your questions: I'm a clinical psychologist and I take contracts,referrals to perform services by a set number of appointments or a set amount of money. I would love to set up a job for each contract then track each session and/or each invoice charged to the organisation. I need the option to track things like: organisation name, address, phone number; case manager name, phone number and email; client/employee name, address, email, phone number; case number; injury date; referrers name, provider number, address, phone number and email.