In this article we will take you through adding charges to a Job. Add Labour, Materials, Disbursements or Other Items easily.
Note: You may not be able to see the rates as shown in this example, this is set up by your ADMINISTRATOR.Step 1-2: Navigate to Jobs and select the Job
Step 3-5: Add Labour
Scroll down to charges and select the "+" sign next to Labour, select the labour rate you wish to add to the job, then add a quantity and save.
As shown below;
Step 6-8: Add a Material
Scroll down to charges and select the "+" sign next to MaterialsAs shown below;
- Select the Supplier
- Search for your material by scrolling through the list or typing the material into the search bar
- Select the material, add a quantity and save.
Note: If you have imported price lists and assigned a supplier you will have a list of suppliers to select from and view Materials
Step 9-11: Add Disbursements
Scroll down to charges and select the "+" sign next to Disbursements, select the disbursement, add a quantity and save.
Step 12: Add Other Items
Scroll down to charges and select the "+" sign next to Other Items
Step 13: Fill in the Other Item form and Save
Add a name to your item, a description, price, quanitity and save.
Note: you can create a material sale item to save to your sale items list and use again later.
Sections View
Step 1: Within the Job select Sections View
As shown below you can see the four items we added above. In this view you can select items to make any edits or delete them off the job.