Quoting Labor

Unlike the Sales Invoicing and Credit Memo screens, the Quote screen has no technician tab. This is because it is extremely unlikely that you will know which technician will end up performing the work you are quoting. So to be able to track the cost of the labor on the quote you will need to setup a special labor billing code and add it to the quote.

Here is how to setup that code:

Click the Sales pull down menu and select Enter Billing Codes. Click the Add New button to create a new billing code.
Give the code an easy to remember name, such as QLAB, and enter the description you want the customer to see when it is used.
Change the Type to Labor and set the Rate if desired.
Set the Cost Debit and Cost Credit Account fields to any cost account. The accounts you use really do not matter because the cost will never flow to an invoice or credit memo.
Set the Cost and Overhead % you want to associate with the billing code. Some of our customers enter this as an average of all their technicians, while others use their most expensive technician to make sure they are always looking at the smallest possible profit (if everything goes according to plan) when quoting. Leave these fields blank to be able to the cost amount on the fly when the billing code is added to the quote.

Enter Billing Codes