- Featured Product: Online Payments (Stripe)
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- Add a Cost Line to a Cost Option
- Print a Quote for a Cost Option
- The Status Q Cost Option
- Modify the Cost Option Details
- The Option Total Line
- Add Actual Costs and Post a Purchase
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- Create an Invoice in Jobs
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- Glossary
- Help and Support
The following job resources can be added, deleted and managed in the Resource tab of the Jobs Management module:
The Resources tab is linked to Daily Diary and Timesheet modules and allows us to build a detailed cost of the job. It is also integrated with the Jobs Costing tab. Resources added to the tab affect the linked modules:
- Daily Diary – Operations Managers adding Labour or Vehicles to a Job automatically update the Resources window. This allows you to view a detailed breakdown of the Costs/Sell prices of each Crew member/Vehicle working on the Job (if applicable).
- Timesheet – The Timesheet Module updates and adds to records contained within the Resources tab of the Jobs Management module
- Costing – The Costing Module can receive Line Totals from the Resources window such as total costs for Packing Materials, Vehicle or Labour.
To add a resources to a job:
- Click the Add Button at the top left of the window.
- Select the item you would like to add.
Note: You can filter on various inventory types such as Storage Modules, Containers, Vehicles or you can enter the item description and then select Enter to narrow down your search. You can also select multiple items with this window.
- Select OK and the selected items will be added to your Job Resource List.
- You can then add any additional information to the items such as the Estimated or Actual Quantities and the date the item was used or is due to be used.
- Add packing materials by clicking the Packing Materials icon. This opens a list of all your materials available, and allows you to enter the amount of materials you are going to Supply (if you’re selling the material to the client but your crew is not packing it), or Pack (if you’re packing the material for the client). Separate Supply and Pack rates can be set up against each material. Enter the quantity of each material in its respective column and press OK.