How to add costs to Tasks

Who can use this?

Platform: Web        Plan: Plus        Staff Permission: Scheduling and Dispatch

Topic

How to create a task and connect a cost to it. This can be a great way of tracking cost on add-ons/additions to original quote and can even be invoice separately to your original quote.

 

Instructions

  1. Head to the job you want to add a task to
  2. Once in the job, scroll down to tasks.

    Screenshot 2023-10-05 at 11.13.51 AM.png

  3. Select New Task
  4. Enter all details for the new task
  5. Select Save

    Screenshot 2023-10-05 at 11.15.48 AM.png

  6. Change to the 'Costs' tab in your job > then click New Cost and choose the type of cost you have.

    Screenshot 2023-10-05 at 11.15.23 AM.png

  7. In the Cost menu and select the task you want the cost attached too. 

    Screenshot 2023-10-05 at 11.17.34 AM.png
    Screenshot 2023-10-05 at 11.17.50 AM.png

 

Additional Information

To add labour to a task see here:  How To Add Labour To a Task

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