Labor Items are one way of charging for Labor in SI 2018, see Labor Considerations. These are Items in your SI 2018 Catalog that are set to Type "Labor". The Type is determined by your Category Settings.
Manufacturer
The dropdown menu lists all the Manufacturers in your Catalog. Click the "New" link to create a new Manufacturer. This is a required field.
Model
This displays the Model number of the Labor Item. This is a required field.
Category
The dropdown menu lists all the Categories in your Catalog. Click the "New" link to create a new Category. This is a required field.
Subcategory
The dropdown menu lists all the Subcategories in your Catalog. Click the "New" link to create a new Subcategory.
Accounting Item Name
This field will display the QuickBooks Item Number when using our QuickBooks Integration. You can also manually enter an "accounting ID" from your own accounting software.
Status
Here you can mark a Labor Item as Discontinued or Approved. Discontinued can be used to keep a Labor Item in your Catalog, but not have it display on forms by default. Approved data automatically synchronizes to your SI 2018 Server for use by all User, unchecking this setting keeps your data changes local to your machine.
Image
Here you can add an image to a Labor Item. You can use the Add, Paste, Clear functions or you can drag and drop images directly into the field.
Short Description
Here you can enter a brief description for a Labor Item for use on "internal" vs. client reports. Maximum of 255 characters.
Long Description
Here you can enter a longer description for a Labor Item. When this field is populated, all client reports will use this description. If this field is blank, client reports will use the Short Description field.
You can Check Spelling:
You can change the case of whatever you have selected in the Long Description field. Your options are: Upper, Lower, Title, and Sentence.
You can also insert an existing Snippet or add a new Snippet. See Snippets.
Tags
Here you can add tags to help identify Labor Items while searching.
There are three ways to charge for labor on a Labor Item: Fixed, Variable, and a combination of both.
"Fixed" charges a flat rate for the Labor Item and has four fields.
Cost
Enter how much the labor costs you
Price
Enter how much you sell the labor for
Margin
Margin =(1 - (Unit Cost / Unit Price)) x 100. This field calculates automatically for you based off of the Unit Cost and Unit Price. See "Pricing Options" below.
Markup
Markup = (Selling Price - Product Cost) / Product Cost * 100%. This field calculates automatically for you based off of the Unit Cost and Unit Price. See "Pricing Options" below
"Variable" charges labor based on a rate times the number of Hours.
Phase
Here you can assign a Phase to a Labor Item, generally something like: Programming, Rough-In, Trim, or Finish. Phases can determine what labor rate should be applied to the Product multiplied by the Hours (see below). By default, Labor is not charged for a Labor Item using the Phase's labor rates. There are settings for this:
Use cost and price from phase
This option uses labor rates for the Phase will be multiplied by the Hours to determine the pricing for the Labor Item.
Use specific cost and price
This option allows you to enter specific rates for the Labor Item, once again the fields are:
Cost
Enter how much the labor costs you
Price
Enter how much you sell the labor for
Margin
Margin =(1 - (Unit Cost / Unit Price)) x 100. This field calculates automatically for you based off of the Unit Cost and Unit Price. See "Pricing Options" below.
Markup
Markup = (Selling Price - Product Cost) / Product Cost * 100%. This field calculates automatically for you based off of the Unit Cost and Unit Price. See "Pricing Options" below
See Labor Considerations for more information regarding charging for labor this way. See Phases for labor rate settings.
Hours
Here can add the number of hours you estimate (or know) that it will take to install a Labor Item. When used in conjunction with the Phase field, labor may be calculated depending on how you have chosen to charge for labor in SI 2018. See Labor Considerations for more information.
You can also use a combination of Fixed and Variable for your Labor Items by checking both boxes.
Taxable
Determines whether a Product is taxable. See Tax Settings.
Pricing Options
This option is checked by default. This will automatically change your Unit Price based on the existing Margin and Markup when you change the Unit Cost for a Product.
Price Rules
Clicking this link will allow you to use Price Rules to set the pricing fields for the Product. See Price Rules.
Estimated Installation Price
This will show you the estimated installation price for the Product which will include labor, taxes, and price adjustments if applicable.
Preferred Vendor
This field will display the QuickBooks Vendor when using our QuickBooks Integration. You can also manually enter a vendor from your own accounting software.
Here you can set Custom Fields for a Labor Item. There are five Short Text fields, three number fields, three date fields, and three long text fields. Click here to see how to name your Custom Fields.
Here you can add Products and/or Labor Items to a Product. Click here to learn about Accessories.
When a Product has been added to a Project, there are additional fields added.
Component ID
This will display the auto-generated Component ID for the Product. This is a unique number given to every Product and Labor Item added to a Project. Click here to see how to set your Component ID. You can override this number by typing in the field.
Optional
This will mark the Product as Optional. Click here for details.
This displays the Location and/or System that the Product is assigned to within the Project. You can edit your Locations and Systems here via the buttons. See Location and System Settings.
Estimate Number
This field will display the QuickBooks Estimate number when using our QuickBooks Integration. This field is editable.
Vendor
This field will display the QuickBooks Vendor when using our QuickBooks Integration. You can also manually enter a vendor from your own accounting software.
Order Status
Here you can set the order status of the Product choosing from: Not Ordered, Ordered, and In Stock/Received or any custom Order Status that you have created.
Order Number
This field can be used to enter the Purchase Order number for the Product. There is no Purchase Order functionality in SI 2018 so this number would come from some external source, possibly QuickBooks.
Ordered Date
Here you can set the order date of the Product.
Received Date
Here you can set the received date of the Product.
Task Number
This will list the Task Number to which the Product has been assigned.
Installed
Checking this box will mark the Product as "Installed" on in the Project and on any Task this Product is a part of.
Installed Date
Here you can set the install date of the Product.
Install Notes
Here you can enter any installation notes for the Product.
Order Status, Ordered Date, and Received Date don't really apply to Labor Items but if you find a use case for them, wonderful.