<?xml version="1.0" encoding="UTF-8"?><oembed><type>video</type><version>1.0</version><html>&lt;iframe src=&quot;https://www.loom.com/embed/96aa5e8d1857466fbefa306a035fd05e&quot; frameborder=&quot;0&quot; width=&quot;1576&quot; height=&quot;1182&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen&gt;&lt;/iframe&gt;</html><height>1182</height><width>1576</width><provider_name>Loom</provider_name><provider_url>https://www.loom.com</provider_url><thumbnail_height>1182</thumbnail_height><thumbnail_width>1576</thumbnail_width><thumbnail_url>https://cdn.loom.com/sessions/thumbnails/96aa5e8d1857466fbefa306a035fd05e-e831944331517d28.gif</thumbnail_url><duration>224.28</duration><title>Exploring the Jobs Tab for Customer Management</title><description>In this video, I explore the jobs tab at the customer level, which allows us to track individual jobs more robustly than just using purchase orders. Each job can have its own credit limit, tax status, and delivery address, making it easier to manage specific projects. I demonstrate how to add a job, like a bathroom remodel, and highlight the ability to make jobs tax exempt while the customer remains taxable. I encourage you to utilize jobs for customers who need separate invoices or have varying balances per job, especially for tax-exempt projects like those for schools or government buildings.</description></oembed>