How do I add labor to an Invoice?

Admins have more than one option when it comes to adding labor to an invoice.  This article will cover the manual and the Auto Add Labor process for adding labor to an invoice.

Manual

For the manual process, Admins would use a labor line and manually add the hours worked for a job.

An Admin would use the manual process when: 

• The company charges a flat rate for labor.
• The company charges for a minimum quantity of hours regardless of the actual time on a job.

Auto Add Labor

Auto Add Labor will automatically add a labor line item for the job and all associated tasks based on times recorded for each.

An Admin would use the Auto Add Labor process when: 

• The company is looking to automate the calculation of labor time on a job. 

Manual 

From the Job Record, select Invoicing & Payments then select Add Item/Labor to search for the Labor Item.

Note: An Admin can open the Job Record by selecting the Job Code from various location such as Jobs, Scheduler or Accounts.

From Add Item/Labor pop-up, select Add Labor.

To search for a Labor Item, an Admin can type in the Item Name/Part No or select the drop-down menu to scroll through the Inventory List.

Once the Labor Item is selected WORK will auto-populate Item details such as Item Description, Part No, and Labor Cost. Admins are required to add the number of hours worked in Quantity then select Save.

Note: Admins can add notes to this Labor Item that will appear only on this invoice in the Notes section. Notes are not saved between invoices.

Auto Add Labor

From the Job Record, select Invoicing & Payments then select Auto Add Labor. 

Note: An Admin can open the Job Record by selecting the Job Code from various location such as Jobs, Scheduler or Accounts.

Confirm by selecting Yes.

A Labor Item will appear on the invoice with all the details auto-populated.

Admins can easily switch between Labor Rates right on the invoice. Select Item Name to open Labor Item Record then select Labor Rate drop-down. 

Note: If multiple Labor Rates are available for use (i.e. a Fieldworker Rate tied to the assigned Fieldworker on the job in addition to the Company Rate), the rate priority is (1) Fieldworker (2) Job Type (3) Company.

Once Labor Rate is chosen, select Save to update on the invoice.

Learn more about Auto Add Labor.