Adding Charges to a Job - Desktop

Navigate to your Jobs list, identify the job you want to add actual charges to.

Note: the workflow is the same whether you are on desktop, tablet or mobile device.  The mobile device action looks different as it's optimised navigation for the mobile platform.

Step 1: Navigate to the Job

Select the job you would like to add actual charges to.

Scroll down to Charges to apply Labour, Materials, Disbursements and Other items.

Step 2: Add Labour, Material, Disbursement and Other line items

Select the + to bring up the Sale Items list and select the item.  In this example we are adding Labour.

Enter the Quantity and Apply.

The Labour charge has been added to the Job.  Next we will add a Material Charge to the Job by selecting the + next to Materials.

Find the Material you would like to add to the Job and select.

Enter the Quantity and Apply.

View a break down of your Jobs Charges by selecting Charges as seen below.

Charge View

In the Charges view you can add, edit and delete Charges against the Job.  Select to Import items, Create and Invoice or go to Sections view.

Section View 

Make any changes to the Charges Sections View template, as shown below. Within the Sections View you can add, edit and delete line items.  Add and Edit Sections and the Sections Details as required. See Invoice Template Overview - Desktop for more information.

Reviewing new Charges:

New charges added will show as unbilled charges in the Job Grid view, as shown in the screen view below.  As your field service team adds charges, the Unbilled charges column is useful to identify what needs to be invoiced.

In List view, you will see a red flag like below which will show you the amount of unbilled charges against that particular job.

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