Setting up cost items

How to set up cost items such as fixed services for use across Workforce within quotes, jobs and invoices

Updated over a week ago

You can created saved cost items such as fixed services pricing for labour and anything else service related. They can then be used quickly when putting together a quote or adding cost to a job or invoice.

Navigate to the 'Settings' menu, select the 'Work' tab and click on 'Saved Cost Items':

Adding a new cost item

By clicking the 'Add New' button you will launch a pop-up window:

In the pop-up window, you can give your cost item a short description using the 'Name' field and a more detailed description in the 'Description' field.

Select the applicable tax rate to be applied to this service from the drop down menu (tax rates are defined elsewhere in the settings - see 'How to Add a New Tax Rate').

You can also assign custom, predefined account code.

By accessing the 'Unit Type' drop-down menu the users may change the type of service item, it can be a 'Fixed Price' service or a 'Per Hour' service. 

The Buy price, Sell price and Discount fields can also be filled at this stage, when the items are added to a job the system will also take these changes into consideration.

Clicking 'Save' will update the system with your changes.

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