How to add materials, labour and expenses to a job
Updated recently
Topic
Record what a job actually consumes — parts off the shelf, hours on the tools, and bought-in expenses — so it's costed accurately and ready to invoice.
Instructions
- 1Open the job and find the Materials, Labour and Expenses cards.
Each has its own add form.
- 2Add materials from your inventory.
Pick parts and quantities; on mobile you can scan a barcode to add them fast. Stock is drawn down as they're used.
- 3Log labour against a rate.
Choose the team member and labour rate, and enter hours — or clock on/off from the mobile app to time it live.
- 4Add expenses.
Enter bought-in costs and mark them billable; on mobile you can photograph a receipt and have the details scanned in.
Additional Information
Billable materials, labour and expenses flow through to the invoice automatically when you're ready to bill.
If a part you've used drops below its safe stock level, the job shows a procurement prompt so you can raise a purchase order in one click.