Setting Custom Job Number Sequences

Best Suited for:

• Back Office administrators
• Users responsible for configuring Company Preferences
• Managers overseeing job numbering sequences

Important Information:

• The job number sequence is initially configured within Company Preferences
• The job number sequence only considers integer values 
• The system will always continue numbering sequentially from the highest existing job number
• Manually adjust the job numbering sequence to continue with a unique set of numbers
  • If higher‑numbered jobs exist, they must be renumbered or adjusted before using a lower sequence
  • Alpha numeric character combinations can be used, and, if used, will remove the job number from the sequence
• Job number sequencing includes numbers from deleted jobs
• Once all of the larger job numbers have been updated, update the most recent job number to the desired sequence
• Estimates, jobs and invoices can each have their own unique numbering sequences

Setting the Initial Job Number Sequence (No Existing Jobs):

1. Navigate to My Office
2. Select Company Preferences
3. Locate Set Own Estimate & Job Number Sequence
4. Enable the setting
5. Enter the desired starting job number
6. Save Changes

This sets the initial sequence for all future jobs.

Resetting the Job Number Sequence (Existing Jobs):

If jobs already exist, the sequence must be reset by editing the most recent job number.

1. Open the most recent job in View or Edit mode
2. Click the job number
3. Enter the new starting number
   • Example: Changing the most recent job from 8552842 to 202612001 causes the next job created to be 202612002
4. Click the blue check‑mark to save the change

Verifying the Updated Sequence:

1. Create a new job
2. Confirm the job number increments from the updated value
3. Verify the format matches the intended numbering range

Adjusting Higher Existing Job Numbers:

If jobs exist with higher numbers than your desired range:

• Renumber those jobs to a lower value
• Or add a letter to the job number to preserve uniqueness

The system will always increment based on the highest existing job number, including deleted jobs.

Additional Resources:

Setting Custom Estimate Number Sequence

Setting Custom Invoice Number Sequence