TRANSCRIPTION
--- CLIP 3: Overhead ---
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[00:14:06]
now that we're on the overhead tab this is the most important this is going to have all of your different overhead expenses so overhead labor you're going to want to add anyone in the office sales people project managers you're going to do the same process except most the time you're going to invite these people and in here it's going to show you that there is a user fee now keep in mind this is going to show to everyone no matter what we do
[00:14:55]
give some free user seats based on the plan you are on so if you are on the base plan there's just one included user if you are in have the invoicing and change order add-on then you get four free users and if you have the invoicing and the job costing add-ons then you get seven free users so even if you have those free users you're still going to see this a warning about the user fees just go ahead and click confirm you're going to get an automatic promo code for those user seats so you don't have to worry about being charged for that all right then you would enter in your office person or salesperson product manager all of those type of people would come here and your overhead labor additionally we lay out these categories for you to go and fill
[00:15:43]
out all right so for example the first one here is fuel you would put in how much per month you're typically spending on fuel you could also pull up last year's P&L and look at how much you spend in fuel and use put that directly here into the annual cost all right and you would go down each of these numbers say I want to budget $5,000 for the year for maintenance we had some repairs so I'm gonna budget some money for that our tires have a couple different trucks and trailers that we need to allocate tires for let's put it in a budget for that registration and renewals we got a plan to get new plates and stickers for our trucks and trailers so we're gonna have some expenses for this tools for the trailer this is gonna be some handheld tools and whatnot for the trailer maybe
[00:16:33]
we're gonna put $1,000 for the year of those you know small miscellaneous equipment this would be like demo saws and other stuff like that we're gonna budget some amount for that so you kind of just go through this list you can put annual budgets or monthly depending on what it is for example the next category is ads so you can say I want to budget a certain amount for Facebook or Meta and Google or whatever it is for your company I'm gonna enter those here maybe I want to put in some for a vehicle wrap I'm gonna say $2,000 whatever it is for your company all right and then your insurance you're gonna put in your general liability insurance here and put in your auto insurance put in your workers comp if you're if you have that so put in those
[00:17:20]
different expenses here and anything else such as employer payroll taxes if your employees aren't payroll you can figure out what percent it is and based on your total field labor over here you can figure out how much your employer payroll taxes are gonna be so I'm gonna say yeah 15,000 for the year whatever it is for your company uniforms port-a-potty GPS QuickBooks you can put in here ZevBit you can put in here design software if you spend any money on that your accountant and CPA you can budget certain amount for that your bookkeeper whatever the different expenses are you can put in here and you
[00:18:07]
can always adjust those either monthly or annual all right shop rent phone bill and office supplies if you don't want to use these you can just put it in any of the fields you can leave anything blank just like this or you can use a trash to delete stuff there's also some personal development travel financial stuff meals so fill out whatever is applicable for you at the bottom you're going to see all of these different categories of overhead expenses and what it's coming out to on a monthly and annual basis all right so once you figure out this number for your company this typically is going to include your equipment your overhead labor office all that stuff once you figure out what
[00:18:52]
this is for your company then you can create an overhead recovery plan