Job Details

a job detail is a single line item on a job a job can have one or more job details single job detail approach some businesses have only a single line item on their jobs, proposals, and invoices all details are included in that single line item this approach is the easiest from a paperwork perspective, but it does not allow for tracking individual labor and parts costs multiple job details approach the same service illustrated in the single line item approach can instead be broken into several job details this approach can provide a more granular view of costs to both the customer and your business adding a job detail to add a job detail to a job, click the add job detail button in the job details section (while editing a job) the job detail editor will be displayed in a modal from here, you can select tabs for the various job details and edit the description and text when adding a job detail by clicking on the add to job button, the job detail modal will stay open doing so will allow for quickly adding multiple job details without having the job detail modal close between each job detail being added editing a job detail to edit a job detail, click the action button (the ellipsis button with three dots) then click on edit deleting a job detail to delete a job detail, click on the action button (the ellipsis button with three dots) then click on delete if any proposals, work orders, or invoices had previously been created from a deleted job detail, those job documents will not be updated you must recreate those proposals, work orders or invoices to reflect the deleted job detail changing job detail order there are two ways to change the order of job details click the action button (the ellipsis button with three dots), then click move up or move down click any job detail and drag and drop it to the position you want to move it to job detail types many types of job details can help you classify and organize your job line items the following list details each type service when adding or editing a service job detail, you can select an option from the service doing so provides an easy way to define your most commonly offered services an optional description of each some default pricing the options presented in the service dropdown can be managed under job services docid\ mce3fzjvz5i5tnvw7wygn service group when adding or editing a service job detail, you can select a service group the options presented in the service group dropdown can be managed under picklists docid\ hyh5trhd8m8f2khmt1gcs a service group provides some additional categorization for a job detail subtotal you can add a subtotal job detail by clicking the add job detail button on the job detail editor modal, select the subtotal tab both the service group and description are optional in the following example, subtotal job details highlight the costs of high priority vs low priority items on a job, providing the customer with a clear understanding of what each group of items will cost resource a resource can be added as a job detail to indicate that a resource is required (and allocated to) a job doing so can help with resource management and ensuring a resource isn't assigned to multiple jobs simultaneously a resource could also be a chargeable item for a job see resources docid\ lvzglvqlqab25tphskcwu for more information labor labor job details allow for free form labor rate entry or for selecting from your predefined labor rates see labor rates docid\ jvmvwj0guom b9ubiop i parts/material parts/material job details allow free form data entry or making a selection from your predefined parts and materials see parts/material docid\ o30dtoxbhk4vjudmefrmc freight a freight job detail is a free form input for conveying freight charges