Labor Items are one way of charging for Labor in SI, see Labor Considerations. These are Items in your SI 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 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.
Include in Service Plan
When this box is checked you will be prompted to add the Labor Items as a Project Item when creating a Service Plan. Within a Project, this option will be on the Service Plans tab.
Publish to Mobile Install
When this box is checked, the Labor Item will be included in the list of Products and Labor Items that you can Publish to Mobile Install for use with Site Items. Click here for details.
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.
Here you can choose to use the Standard (see below) or Calculated option for setting your cost and price.
There are three ways to charge for labor on a Labor Item when you choose "Standard": 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 = (Unit Price - Unit Cost) / Unit 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 Labor Item 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 = (Unit Price - Unit Cost) / Unit 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. 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 Labor Item 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 Labor Item.
Price Rules
Clicking this link will allow you to use Price Rules to set the pricing fields for the Labor Item. See Price Rules.
Estimated Installation Price
This will show you the estimated installation price for the Labor Item 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.
Do Not Order
This option will filter out the products when creating Purchase Orders.
Preferred Vendor
This field will display the QuickBooks Vendor when using our QuickBooks Integration or Purchase Orders. 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 Labor Item. Click here to learn about Accessories.
When a Labor Item has been added to a Project, there are additional fields added.
Component ID
This will display the auto-generated Component ID for the Labor Item. This is a unique number given to every Labor Item 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 Labor Item as Optional. Click here for details.
This displays the Location and/or System that the Labor Item 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.
Do Not Order
This option will filter out the labor items when creating Purchase Orders.
Vendor
This field will display the Vendor that you have associated with the labor item. It is used when creating Purchase Orders..
Order Status
Here you can set the order status of the labor item choosing from: Not Ordered, Ordered, and In Stock/Received or any custom Order Status that you have created.This field auto-populates and updates once on a Purchase Order.
Order Number
This field auto-populates and updates once on a Purchase Order.This can also be manually entered.
Ordered Date
This field auto-populates and updates once on a Purchase Order. This can also be manually entered.
Expected Delivery Date
This field auto-populates if set on a Purchase Order.This can also be manually entered.
Received Date
This field auto-populates when a Purchase Order Receipt is created. This can also be manually entered.
Task Number
This will list the Task Number to which the labor item has been assigned.
Picked
Checking this box will mark the Labor Items as "Picked". This auto-populates if the field is updated on a Task through Mobile Install. This can also be manually checked.
Picked Date
This field auto-populates if the field is updated on a Task through Mobile Install. This can also be manually entered.
Installed
Checking this box will mark the labor item as "Installed" in the Project and on any Task this labor item is a part of. This auto-populates if the field is updated on a Task through Mobile Install. This can also be manually checked.
Installed Date
This field auto-populates if the field is updated on a Task through Mobile Install. This can also be manually entered.
Install Notes
Here you can enter any installation notes for the labor item. his auto-populates if the field is updated on a Task through Mobile Install.
Include in Service Plan
If this box is checked, when you create a Service Plan associated with the Project you will be prompted to add the item to the Project Items on the Service Plan.
Service Plans
This field displays the Service Plans that the Labor Item has been added to as a Project Item.