Accurately documenting materials used during maintenance and repair work is crucial for proper cost tracking, inventory management, and client billing.
Permissions Required:
- Can Edit Labor and Material Charges
The following permissions allow higher customization for labor/materials added:
- Can Change Labor Rate
- Can See Markup Costs
- Can See Costs
This process allows you to record specific materials, quantities, and associated costs for any work order—ensuring comprehensive documentation for financial reporting and reordering supplies. With options to apply markups and designate billing specifications, you can maintain precise records of all resources used in property maintenance activities.
How to add Materials to Work Orders
- Click the Work Orders tab and click on the Work Order ID of the Work Order you want to add labor to.
- Within the work order’s page, scroll to the bottom to find the Labor & Materials tab and click the Add Labor or Material button.
- Click Material under what item you would like to add. Chose a material from your account, enter a cost and a quantity for the material.
You can enter either a fixed amount or a percentage markup, but this is optional.
You can select a charge code from your account or a location to bill, but these are optional.
Click the toggles to designate whether the labor is billable or taxable.
- When all required fields are complete, click the Add Material button at the bottom of the page.