Labors represent the work hours required to complete an order and are a key part of accurate job costing and production planning in EVO. Whether it is design time, setup, installation, or finishing work, Labor components allow you to track the time spent by your team on specific tasks. Properly setting up and applying Labor entries ensures more precise pricing, scheduling, and resource management throughout your workflow.
Table of Contents
Labors Menu
The Labors menu is where you access the list of all Labor components configured in EVO.
Navigate to Settings / Components from the main navigation.
1. Select the Labors.
The main Labor screen provides search and management tools for all Labor items in your system.
On the Labor screen:
a. A Search textbox appears at the top-left of the grid toolbar.
b. Each column header (such as Labor Name, Description, Labor Category, and Cost) has an icon-only filter button with an aria label similar to Show Filter Menu.
c. The Add Labor button in the upper-right of the grid toolbar allows you to add a new Labor.
d. The Settings icon allows you to choose which columns are displayed and to enable Include Inactive.
e. The grid displays a scrollable list of Labors, with sortable columns and filters so you can quickly locate specific items.
f. Each row includes a trailing icon-only actions button that opens a menu with options such as Clone, Set Inactive, and Delete.
Labors Screen
Select a Labor to open up the Labor Screen.
a. Labor Name - Clicking here displays the date it was most recently updated.
b. Files allow you to View, upload, or manage documents attached to the Material.
c. Comments allow you to communicate about this specific Material.
d. More actions include the options to Clone and Delete.
Labor Details Tab
The Labor Details tab is where you configure how a specific Material behaves in EVO.
To open the Labor Details tab:
1. From the Labor screen, click on a Labor row to open its detail view.
2. Make sure the Labor Details tab is selected.
On the Labor Details tab you will see:
Details
a. Image - Upload or Delete an image for this Labor.
b. Name - This Name will be used internally to identify the Labor.
c. Units for Calculating Usage - Labor can be calculated using a length of time such as minutes or hours. It can also be calculated as Each.
Note: Subsequent fields will automatically update to match what is selected in this field.
d. Internal SKU - This is an internal code used for your own identification purposes.
e. Name on Documents - This name is external facing and will be visible to customers. This field will automatically populate as you type in the Name field above, but can be changed to be different, if desired.
f. Description - Giving a detailed description will help your employees know when this Labor should be billed.
g. Labor Categories - One or more Labor Categories can be assigned to help organize and sort Labors. Assigning Labor to a category will enable you to search using category-specific filters. In addition, if the category is linked to an assembly, the Labor will appear in order entry when adding the assembly.
Note: Labors can be added to categories under Settings / Components / Component Categories and selecting the Labor tab or by selecting Manage Labor Categories at the bottom of the dropdown.
h. Default Line Item Category - Assigning the Labor to a line Line Item Category can help organize your Labors. This can be used as a sorting option in various reports.
Note: Line Item Categories can be managed at any time in Settings / Sales / Line Item Categories.
i. Assign the length of time in days it will take for this Labor to be completed.
Note: The system will automatically include this number when factoring the Production and Order due dates.
j. Checking this box will keep this Labor hidden during order entry. This can be helpful if the Labor is done on the back end and is not something you would like to have reflected on an order.
Cost
a. Setup Cost (Fixed) - If there is a base cost in order to complete this Labor, be sure to include it in this field.
b. Hourly Cost - This is the total amount it will cost your business per hour to complete this Labor. This includes hourly rate for the employee completing the Labor as well as overhead.
Note: This number will automatically update when the Business-Wide Labor Cost Worksheet is completed.
c. Worksheet - Selecting this hyperlink will open a modal to help you calculate the total cost of overhead, or indirect expenses. Once all applicable fields have been filled in, select Save or Save & Apply to Current Labor.
Note: This worksheet is not unique to each Labor, but rather is a global, business-wide worksheet to calculate cost. You may wish to have your accountant to help with this.
d. COGS / Expense Account - Select the appropriate account for Cost of Goods Sold or Expenses from the dropdown.
Retail Billing Rate
a. Setup Price (Fixed) - If you would like to include a fixed base price in order to complete this Labor, be sure to include it in this field.
b. Hourly Price - This is the hourly amount that will be charged for this Labor, in addition to the Setup Price.
c. Minimum Billable Time - This represents the minimum amount of time a customer will be charged for this Labor.
Example: If your Minimum Billable Time is 60 minutes, but it only takes 30 minutes to complete the task, the customer will be charged for 60 minutes.
d. Billing Increment - This will allow you to round up to the next nearest increment of time.
Example: If your Billing Increment is 5 minutes, and 37 minutes of time were used, the Labor would be billed at 40 minutes.
e. Income Account - All income for Labor will be accounted for in an Income Account. Use the dropdown to select the one you would like to use.
Note: Income Accounts can be managed in Settings / Accounting / Chart of Accounts.
f. Taxability Code - Use the dropdown to set which Taxability Code you would like to apply for this Labor. This will depend on whether the Labor is taxable, tax exempt, or taxable with exceptions.
Note: Taxability Codes can be managed in Settings / Accounting / Taxability Codes.
Custom Fields
The Custom Fields found under the Labor Details tab are Quick Custom Fields, which provide a flexible way to add information specific to your business or to the individual Labor. These fields can be tailored to record details that aren’t covered by standard fields. You can manage them by going to Settings / Custom Fields / Labor.
Custom Fields Tab
The Custom Fields tab provides another way to customize and organize the information stored about a Labor. This area is especially useful when you need to include a larger amount of information or cover multiple topics related to the Labor. By grouping Custom Fields into subtabs, you can keep your data organized and easy to navigate. These fields are managed in Settings / Custom Fields / Labor, within the Custom Fields Subtab section.