Setting budgets for your contractors via tasks

Setting a budget per task in NextMinute allows you to assign a spending limit for each phase of a job — perfect for managing contractor allowances, keeping projects on budget, and identifying any incorrect bills!

Once you've create your quote (budget) for the job, and have created a number of tasks from your quote section (see here how to create tasks from quote), you can then either edit an existing task or create a new task that you want to allocate to your specific contractor(s).

✅ Steps to Create Budgets Per Task

• Once you've created your quote and tasks from the quote, you'll need to go in and update the name of those tasks, to refer to one of those specific contractors you want to create a budget for, or;
  • Note: Create a brand section in the quote (or new quote variation) for e.g. Electrician and set the buy price to be the budget. From there, create a task from the quote for that specific section.

• If you have your accounting software integrated with NextMinute, you can then select Supplier invoices on the job > Import from (Xero, MYOB, Quickbooks).
  • Alternatively, you can manually add or import the supplier invoice.

• Follow the steps to import the supplier invoice, and now we can begin allocating this supplier invoice as a charge.
• Select Charges from your jobs section

• Select to add a new section and using the 3 dots on the right hand side of the section, use the dropdown > select Import > From supplier invoice

• Tick the supplier invoice you want to import > select Ok. Your supplier invoice will now be added as a charge against that particular task.
• When you now view the task > scroll down to the Cost Summary. Here you will be able to see your 'Total quoted' (buy price) vs the actual cost (what the contractor invoiced you for) and the variance.
  
  • This is a great way to ensure your contractors are invoicing for the agreed amount. All things going well, should square up like the below image!