Practice Ignition makes it possible to link your services to your custom Job Templates in XPM, making job deployment and management so much easier.
Once setup, this will be fully automated - meaning you won't ever have to manually enter your tasks, milestones, and costs each time a proposal is accepted. Neat!
Table of Contents:
Setting Up Job Templates in XPM
Let's start with setting up your Job Templates in XPM. You can skip this step if if you already have job templates set up.
Now let's look at setting up your job templates in XPM.
To create a new job template, head to your XPM's General Settings → Job Settings.
Simply add/edit your job template and set up the required details.
Here are a few formats you can use when setting up a job template:
Linking one job template to one service
Linking multiple job templates to one service
You can also link multiple job templates to a single service in Practice Ignition. This is useful if you offer packages to your clients.
So let's say you have 3 templates in your job, one with Quarterly tasks, one with Monthly tasks, and one with Fortnightly tasks.
You can create one job with 42 tasks under that job by linking multiple templates to a service.
Linking a service to one or more jobs in XPM will show a single total value in the proposal and on your Xero invoice.
Linking XPM Job Templates to a Practice Ignition Service
After setting up job templates, you can start linking the job templates to your services.
Click on Library, then Services on the left hand side and click on an existing service.
Select the templates you wish to link to this service on the Workflow Templates field at the bottom of the page.
All of these templates are pulled through from those you created in Xero Practice Manager.
Once done, click on Save Service.
You can start adding your services and create jobs within proposals at this point. Check out this article to learn how.
Job Deployment in Xero Practice Manager
Once the client has accepted the proposal, the job is deployed in XPM along with the tasks needed to be done.
You can enter a time estimate, schedule each tasks, and allocate staff.
You can also log time under time sheets under each task as you progress
Tip: Check out this article about WIP Washup in Xero Practice Manager.
Viewing Jobs in Practice Ignition
While viewing a classic proposal, click on the Jobs tab to see the jobs deployed in Xero Practice Manager.
If you click on the job number, it will take you into Xero Practice Manager if you are signed in where you can see and manage the job.
When you are in a client in Practice Ignition, click on the Workflow tab to view and manage the jobs.