Instructions
- Navigate to the Quotes Page.
- Select the Draft Quote you want to add time to or create a new Quote.
-
Select the Time button.
- Within the fields provided, enter all of the required information (See Below for info on the fields on Time items).
- Select Save.
Understand What Each Field Means
| Field | Description |
|---|---|
| Item Code | Choose the the Billing Rate code. |
| Description |
The type of labour or what the labour will cover. Note: Descriptions are limited to 200 characters. |
| Quantity | The number of hours to charge for this Time/Labour component. |
| Unit Cost |
The hourly cost for this Time/Labour component, defaulting to the billing rate Estimated Hourly Internal Cost. Select from different Billing Rates in the drop-down. Learn more about billing rates here. Note: The actual labour cost will come from the Staff Member/User who records their time on the Job. |
| Unit Sell Price | The hourly rate to charge the customer for this Time/Labour component. This defaults to the Billing Rate's hourly charge out rate. |
| Discount % | Provide a percentage discount to this Time/Labour component. |
| Gross Profit | Tradify will automatically calculate the gross profit for you. If you have tax associated to the time component, this will be included in gross profit amount. |
| Amount | Tradify will automatically calculate the amount total for you as well. This is based off your quantity multiplied by your unit sell price. |
Additional Information
For more info on Adding items to your quotes, see here: Add a Price List item to a Quote
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