Time & Materials Best Practice

Time & Material Jobs in SingleOps

Set-Up in SingleOps

Time & Materials Jobs in SingleOps

Time and Materials Jobs (T&M) are when you bill based on what labor and materials you actually used, as opposed to estimating a price up front and sticking to it. These jobs usually require users to enter items and labor on the back-end.

Set-Up in SingleOps 

1. Item/Item Group Set-Up: Add rate detail to item/item group description. 
2. Document Templates: Update document templates so total price, unit price are not displayed.
        Example proposal:
3. Proposal Detail: When creating the Job, select Hide Totals so the proposal link doesn't show $0 total.
   1. On Job edit, scroll to bottom right
   2. Select Proposal Detail dropdown
   3. Select Hide Totals
      
4. Update Invoice Amounts:
   1. Crews verify actual quantities on Job completion. Learn more here. 
   2. Admin or operator will need to update billable amount to match actual quantities so invoice gets updated.