Add Labor to a Work Order Template

Employee or contractor labor can be added to the work order template so that it is automatically included on any work order created from the template. The labor costs are listed on the work order as an Estimated cost, which, if accurate, can be moved to the Actual cost.

PREREQUISITES:

Employees must be added under General > Employees. See Add or Edit an Employee for more information.
Contractors must be added under General > Contractors. See Add or Edit a Contractor for more information.

TIP: You can filter the list of records displayed. See Filter Records for more information.

Select a work order template.

Click the ELM tab on the Template Details panel.

Existing labor items display under Estimated Labor Costs. Estimated ELM Costs shows the combined equipment, labor, and material costs added to the work order template.

Click Add record under Estimated Labor Costs to add labor.

Employees and Contractors on the Add Labor panel can be filtered by typing the first few letters of the employee's or contractor's name in the search boxes.

Select the employee and/or contractor and click Add.

Select the employee or contractor in the Estimated Labor Costs section to finish entering the Labor Cost Details.
If you selected an employee, enter the number of Hours to apply to this work order template, and select the type of pay rate.

If you selected a contractor, depending on the Rate Type selected, different fields are shown:

Hourly: If you selected the Hourly rate type, enter the number of Hours to apply for the labor. Do not enter a Fixed Cost.
Overtime: If you selected the Overtime rate type, enter the number of Hours to apply for the labor. Do not enter a Fixed Cost.
Holiday/Emergency: If you selected to Holiday/Emergency rate type, enter the number of Hours to apply for the labor. Do not enter a Fixed Cost.
Fixed: If you selected the Fixed rate type, enter the Fixed Cost to apply for the labor and enter the number of Hours it takes to accomplish the work.
Per Unit: If you selected the Per Unit rate type, enter the number of Units to apply for the labor. Do not enter a Fixed Cost.

If desired, a Default Crew can be assigned to the template.

NOTE: Admin automatically saves the changes you make. A notification pops up at the bottom to verify changes have been saved.