How matching works

Every charge that has no job yet is in Needs a job. It waits on the Charges page with a recommendation: a job (or No job), a confidence level, and the reason.

What Matched looks at

In rough order:

1. A job number written on the charge. Type Job 123 (or #123, J123) in the charge's memo in your card app, and Matched recommends Jobber job 123. That beats everything below. See “Write the job number on a charge” below.
2. What's coded on the charge. If the charge is coded to a building with one open Jobber job, that usually settles it.
3. Crew clock-ins. Which crew was clocked in on which job at that building that day, and for how many hours. The job with clearly the most hours wins.
4. The cardholder's own clock-ins, when nothing is coded on the charge.
5. Your past choices. A merchant you put on a job before, or marked No job three or more times.

The reason under each recommendation tells you which of these it used, for example “Crew clocked 6h on #1427 that day”.

Confidence levels

• High: Safe to send. One answer is all but certain. For example, the memo says Job 123, or one job had clearly the most crew hours.
• Medium: Worth a glance. One answer is ahead, but check it. For example, two jobs had close crew hours, you chose this merchant's job before, or the memo has a bare number that is also a job number (it could be a unit).
• Low: Needs you. A guess, or no recommendation. Pick the job yourself.

A return (a refund) is never High. Check it against the original purchase.

Select the High, Medium or Low tile at the top of Charges to show only that level. Select it again to show everything.

Write the job number on a charge

When whoever spends the money knows the job, the surest way is to say so in the memo:

• Job 123, Job #123, Job: 123, J123 or #123 all work, anywhere in the memo, in upper or lower case.
• A bare number like “BF 301 paint” is not read as a job: crews write unit numbers that way.
• Amounts (“$120”) and dates are never read as a job.
• If Jobber has no job with that number, Matched does not guess. The charge shows “Job 123 written on the charge, but no such job in Jobber” at Low, so someone can fix the typo.
• Two different job numbers in one memo are not used. Matched recommends as usual and says two were written. To put one charge on two jobs, split it.

Charges matched this way are not used to learn where a merchant usually goes.

Float bills

A Float bill is matched only by what someone wrote or coded on it: a job number in the bill's memo or a line's description, or the building coded on it. Matched doesn't use clock-ins for bills, since the invoice date isn't the day the work was done. A bill with nothing written on it shows “Bill with no job written on it” at Low. See Connect your card platform.

When the recommendation is wrong

Select Change and pick the right job. Matched remembers what you choose for each merchant and can suggest it next time.

To get better recommendations:

• Link every card to the right Jobber person. See Whose card is whose.
• Make sure your crew clocks in to the job in Jobber.
• If your crew codes a building on each charge, link any options left on Decide later. See Coded fields and buildings.

Next

• Match a charge
• Auto-accept High matches