Jobs and Customers
Create jobs, attach customers, set geofences, cost codes, and budgets — the foundation for accurate time tracking, job costing, and customer-level reporting in Klees.
Updated May 29, 2026
In Klees, a Job is the unit of work crews clock against. A job has a location, a geofence, optional cost codes, optional budget, and is usually tied to a Customer. Getting jobs set up well is the single biggest predictor of clean reports and accurate payroll downstream. For how jobs show up at clock-in, see Time Tracking.
Creating a job
From Jobs → New Job, you’ll need at minimum:
- Job name — short, recognizable to the crew (e.g., “Maple St Office Build” rather than “JOB-2026-0481”)
- Address — Klees geocodes and drops a pin on the map
- Start date — and optionally an end date or expected duration
Optional fields that pay off later:
- Customer (create inline or pick from existing)
- Default cost codes
- Budget in hours, dollars, or both
- Foreman or default crew assignment
- Notes and attachments — site plans, parking instructions, building access codes
Save the job and it immediately becomes available to assigned crew members in the mobile app.
Customers
A customer is a billing-level entity. One customer typically has many jobs — a commercial cleaning customer might have 12 service locations, each a separate Klees job; a construction GC might have 3–5 active builds.
Customer records carry name, billing address, contact, optional billing rate, and notes. Customer-level reports — total hours, total cost, dispute defense — pull from every job under that customer. Orphan jobs still work, they just don’t roll into customer reports.
Geofences
Every job carries a geofence — a circular boundary around the job site. The geofence does two things:
- Flags clock-ins that happen outside the boundary
- Drives the Live Map “on-site” status
To set a geofence:
- Drop or drag the pin to the exact entrance the crew uses
- Drag the radius circle to fit the working area
- Save
Klees offers two precision modes:
| Mode | Typical accuracy | Plans |
|---|---|---|
| Standard | 10–15 meters | Standard |
| High precision | 5–8 meters | Pro, Enterprise |
For most job sites, a 50-meter radius is enough. Large industrial sites and campuses often need 150–300 meters; small retail storefronts tighten to 25. The goal: tight enough to catch off-site punches, loose enough that GPS drift doesn’t flag honest workers.
Cost codes
Cost codes break job time into reportable categories. Common patterns:
- Construction —
01-DEMO,02-FRAMING,03-MECHANICAL,04-DRYWALL,05-FINISH - Commercial cleaning —
OFFICES,RESTROOMS,FLOORS,KITCHENS,GLASS - Delivery —
DRIVE,LOAD,UNLOAD,RETURNS - Landscaping —
MOW,TRIM,INSTALL,HAUL
Cost codes can be global (available on every job) or per-job. Each code can be tied to a GL account on the Payroll side so labor flows into the right line on your books.
Budgets
A budget gives the job a target — hours, dollars, or both. The dashboard shows budget vs actual in real time as crews clock against the job. When a job crosses 75% of budget, Klees sends the manager a soft alert; at 100% a harder alert; at 110% the job is flagged red on the Reports overview.
Budgets don’t block clock-in — the intent is to surface drift early, not stop work. Set budgets on every job over 40 hours, review weekly, and use the variance report to refine future bid estimates.
Job statuses
Jobs move through five statuses: Draft (not yet active), Active (open for clock-in), On Hold (paused — weather, customer delay), Completed (closed to new time, kept in reports), and Archived (older than 12 months, hidden from default views). On Hold rejects new clock-ins but keeps existing time intact.
Linking jobs to schedules
Once a job exists, you can drop shifts against it in Scheduling and Shifts. Scheduling is optional, but for predictable rotations it cuts clock-in errors and reduces no-show risk.
Best practices
Patterns that hold up across construction, cleaning, and delivery:
- Use human-readable names — crews remember “Maple St Office” better than ticket numbers
- Set geofences on day one; retrofitting means a month of un-flagged off-site punches
- Use the same cost code structure across jobs — job-by-job custom codes wreck reporting
- Archive aggressively so foremen find active jobs fast