About Numbering Schemes

Numbering Schemes control how ContractorTools assign numbers to jobs and invoices

Dan Fellman avatar
Written by Dan Fellman
Updated over a week ago

ContractorTools allows you to control how numbers are assigned to jobs and invoices. 

To set your desired numbering schemes, go to the main menu and select Company Settings > Numbering Schemes. The Numbering Schemes screen has two sections:

JOBS

The JOBS section prompts for "Next Job Number". This allows you to set the next number that will be assigned to a job. ContractorTools will assign that number to the next job and then "add 1" to it for use with the next job.

For example, if you set the next job number to 1001, the next job will be numbered 1001, and the next job after that will be numbered 1002, etc. 

If the job number has letters in it, ContractorTools will also increment that to the next letter. So for example, if you set the next job number to 100A, the next job number will be 100B, 100C, etc.

Why do some of my jobs have (1), or (2) after the job number?

When you add a job, ContractorTools automatically assigns a job number by adding 1 to the last job number used. If multiple users in your company add jobs on their devices at the same time, ContractorTools might assign the same job number to the different jobs on each device. When the data syncs between the devices, ContractorTools checks to see if the same job number already exists, and if it does, ContractorTools adds a (1), or (2) (depending on how many times the same job number already exists) after the job number. 

You can always change the number of a job, but each time ContractorTools syncs the data it will check to see if a job number already exists, and append (1), etc. if it does.

INVOICES

The INVOICES section has two prompts: 

Restart Sequence for Each Job

If you set Restart Sequence for Each Job ON:

  • The next prompt will change to "First Invoice Number", and 

  • ContractorTools will create invoice numbers consisting of the job number followed by the First Invoice Number, First Invoice Number  + 1, etc.

    The invoice number sequence will restart for each job.

If you set Restart Sequence for Each Job OFF:

  • The next prompt will change to "Next Invoice Number", and 

  • ContractorTools will assign numbers starting with the "Next Invoice Number".

    The invoice number sequence will continue for all jobs.

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