Changing Project & Job Type after Creation

Overview

In this article, we'll guide you through the right steps to follow when you want to change the type of a project or job. Additionally, you'll learn how to reset billing or billing values if you need to start fresh for accounting purposes.

Updating the Type

Before you click the edit button to make changes to a project or job, it's important to understand what information will be retained:

• All client info 
• All Project inputs
• All billing templates and formulas

Note: When updating the project type, please note that you'll need to re-select job types associated with the new project type. We'll try to match the job types by name with your previous selections. If we can't find a match, the input will be empty, and you'll need to choose a new job type.

Modify the Billing 

Reset Bills

The "Reset Bills" option completely removes all bills associated with the jobs and project and then recreates them based on the bill templates. It's like starting over as if the project were freshly created using the "Create Project" process for the specific project and job types.

Reset Values 

The "Reset Billing Values" option wipes out all the existing billing values from the previous job and project types, and it replaces them with brand new values that are tailored to the selected project type and job types. For instance, if you change a local move to an interstate move with this option, all the billing values will be reset, and new values/defaults will be applied based on the interstate move project type.