What are master jobs and master opportunities?

​@BrendonTW it is extremely important for the renewal report to work accurately. The master job is listed as last year’s contract so that it will tell you if it has a renewal out for the coming/current year. 

Hello ​@BrendonTW! It looks like the master job value isn’t assigned when anopportunity is copied. Editing it gives user ability to assign the master job if they copied and needed to add it. 

Here is an example from our product team, users who do construction but need to include the first year of maintenance in the original build contract will build contract opps with Division = Construction, then renew that to try to win the ongoing maintenance. 

But they don’t want that original job to be the master, they want Renewal 1 to be the master, because they might have priced first year of maintenance differently due to it being built-in with the warranty period. In conclusion, they want the first year post-warranty to be the master job moving forward. 

I am afraid I am now more confused as well as slightly alarmed that I don’t know what it does, given the “extremely important” description above. 😦

We are a commercial maintenance company, we don’t do design build. We are in our first year of Aspire. What is the function of master job, how do I begin using it, what is it’s functionality?

Do I need to go into every contract and add a master job? If so, how do I add things to the list of master jobs to choose from?

If you are in your first year of Aspire, master jobs are mostly a useless field for you. It is how estimates are linked to each other. For example, when you renew a contract for a new season, the renewal’s master job is the previous season’s contract. 

This has benefits such as populating the AH field on the estimate page so you can adjust the estimated hours easily without flipping between tabs to compare estimated vs actual hours on the work tickets. There are also other reports such as the renewal report which we don’t really use but I know master job is how the renewal status is tracked.