Costs are added to jobs whenever activities or parts are added to a job, or when work time is recorded. The cost that gets applied depends on how the system is configured.
Resources can be configured to apply job costs in three main ways: Activity, Labour or Both. The way in which costs applied can be set by changing the Costing Method field on the Team or Resource.
Costing Method: Activity
When Costing Method is set to Activity the costs that are applied to the Job will be based on the Cost of the Activity that that Resource is linked to. A percentage of the activity cost can be applied by configuring the Cost Offset value in the Team or Resource Rates configuration screen for each Service the Resource supports.
If an Activity Cost Offset value of 20% has been set against resource Bobby for service Carpentry, when an Activity with a Cost of £10 and a service of Carpentry is added to a Job and Bobby is linked to that activity then the Job Cost added will be £2.
Costing Method: Labour
When Costing Method is set to Labour the costs that are applied to the Job will be based on the work time that the Resource has logged against a Job. Resource time is recorded when a resource stops and starts activity on the mobile app (e.g. Start Travelling, Start Work etc.). Time can also be entered manually through the Resources tab on the front end.
The cost amount that is added to a job is calculated based on the Rates that are configured in the Team or Resource Rates configuration screen for each Service the resource supports.
If resource Keith has a rate for Electrics during normal hours set to £25 and he records three hours of time against a job, the job cost will be £75.
Costing Method: Both
If Costing Method Both is selected, Job Cost records for both the Activity and the Labour will be added, following the rules described above.