When a labor item is added to the project, some additional fields are added for the labor item.
Here is the list of additional fields in the different tabs.
General
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 every labor item added to a project. Click here to see how to set your component ID. You can override this number by manually typing an ID in the field.
Optional - This will mark the labor item as optional.
Price
Non-Billable - Checking this option will not zero out the unit cost and unit price for the product on this form, but it will zero out the price of the product within the project file, but not the cost. It also zeroes out the price of any labor being charged for the product, but not the cost of the labor. This option is useful for products you want to use on Drawing pages that "come with" another product and should not be charged for within a project, in which case you may choose to manually zero out the unit cost. Also, note that labor hours will be counted on the hour reports because of the cost calculation.
Exclude in Calculated Items - Checking this option will exclude the product's pricing from being used in calculated products, labor items, allowances, miscellaneous items, and service plans.
Locations and Systems
This displays the location and system assigned to the labor item within the project. You can edit your locations and systems here using the buttons.
Accounting
Estimate Number - This field will display the QuickBooks estimate number when using our QuickBooks integration. This field is editable.
Order Number - This field will display the purchase order number when using purchase orders or creating a purchase order through our QuickBooks integration.
Item Number -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.
Order and Install
The Order and Install tab has the following fields.
Field | Description |
Do Not Order | This option will filter out the labor items when creating purchase orders. |
Vendor | This field will display the vendor you 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 by choosing from Not Ordered, Ordered, and In Stock/Received, or any custom Order Status 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 assigned to the labor item. |
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. This auto-populates if the field is updated on a task through Mobile Install. |
Service Plan
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 to which the labor item has been added as a project item.