In order to track labor, materials, or miscellaneous other tasks on a Job, they need to be entered as Job Charges. These charges can then be aggregated for the purpose of invoicing, reporting, etc.
Open the Job from your Jobs or ToDo widget
Click on the Time Clock in the Upper Left Corner of the window
Click on the calendar to add the relevant date for the Charge (system default is current day)
Click the dropdown arrow to select the relevant Task or Material from your charges list
Define your Work Classification: Billable = Charges that will be billed to the customer; Non-Billable = Overhead or Charges not directly passed to the customer; House Error = Charges due to an internal error/issue; and Customer Alteration = Change Order, Scope Change of the Job, etc.
Enter the Hours, Minutes or other unit of measure for the Task or Material
Add any relevant notes about the charge
Click “Record Charge” button to record the charge
If you're following the training plan, please proceed to: Entering Charges at the 'Activity' Level.