Your system comes pre-populated with basic labor items, but you can also add New Labors from Settings/Components/Labors.
1. Click the plus sign to add a New Labor.
Note: Labors can be used independently on an order or through an assembly.
2. Enter the Labor Name. 3. Select the Units for Calculating Usage. Note: Labor is calculated by different types of Usage (hours, minutes, each, etc.), and subsequent fields on this form will update to reflect which type of Usage you choose. 4. Enter the Name on Documents as you want it to appear to customers. Note: This can be different than the Labor Name. 5. Selecting one or more Labor Categories can help you organize and sort your labors. Note: You can also add labors to categories under Settings/Components/Component Categories/Associated Labor. 6. Default Line Item Categories can be helpful when running reports to determine how to best spend your budget. 7. Choose whether this labor will be visible when adding line items or components during order entry. Example: If a labor is billed as part of an Assembly, you can avoid quoting it twice by hiding it in the search results. |  |
8. Enter a Setup Cost if needed, which will appear every time you use this labor. Example: A $5 charge added for setup fees. 9. Enter the Hourly Cost of this labor or use the Labor Cost Worksheet to calculate your rate. Note: If you selected Each as your Units for Calculating Usage, you would enter the Unit Cost. 10. Click the Labor Cost Worksheet link to access a step-by-step guide to calculate the hourly cost of labor. Note: The Labor Cost Worksheet is not available if you selected Each as a unit of labor. 11. Select the Expense Account this labor will be tied to. |  |
12. Enter a Setup Price (Fixed) and an Hourly/Unit Price if you want to use Retail Billing Rates.
13. Enter the Minimum Billable Time if you want to define the minimum minutes used for this labor. Example: If you're billing in hours and you want one hour to be your minimum billable time, enter 60 as your minimum billable minutes. 14. Enter the Billing Increments if you want to round to the nearest increment. Example: If the billing increment is 5 minutes, and 37 minutes were used, it would be billed at 40 minutes.
15. Select the Income Account this labor is tied to.
16. Select the Taxability Code, which determines the tax rules for this labor. 17. Click Save to complete this labor setup. |  |