Labour Profiles Hierarchy

To determine why a customer is being charged a certain labour rate on a job, take a look at the below hierarchy to see where the charge is coming from. All entries within the below list will override any entries below it, so if a Job Type is setup to have a certain labour profile then this will always be used to calculate labour charges regardless of the customer or contract rate, and so on.

  1. Job Type (System > Job Types)
    If a Job Type has a labour rate set against it within the Charges tab, this will always be used to calculate the labour charge for the job:

    Note that if the associated Job Type has (custom) at the end of the Job Type name, this is a Maintenance Contract override Job Type and is configured within System > Maintenance > Contract Types within the Job Types tab.

  2. Maintenance Contract (Home > Maintenance)
    If a customer has a maintenance contract containing equipment that is being worked on within the job, and the job falls within the contracted period, the labour profile within the Maintenance Contract will be used to calculate labour charges on the job.

  3. Site or Customer (Home > Customers)
    If the job is for a site which has a separate invoice account, the labour profile within the Accounts tab of the site record is used to calculate labour charges on the job. Note that this can be overridden by the use of the setting Job Labour Profile from Customer within System > Settings which, if enabled, will cause the Customer labour profile to take precedence.

    If the job is for a site which is the same as the invoice account, the labour profile within the Accounts tab of the customer record is used to calculate labour charges on the job.

Was this article helpful?

Related Articles

Leave A Comment?

You must be logged in to post a comment.