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Time & Materials Best Practices

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Kaitlin Lane

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. Follow the steps and utilize the tools below for best T&M results in SingleOps.

Item / Item Group Description

Add rate detail to Item/Item Group description.

      1. Navigate to Setup > Item > Item or Item Group
      2. Edit or add New
      3. Fill in Description box
      4. Save
Document Templates Update Document Templates so Total Price & Unit Price are not displayed on customer facing documents.
Proposal Detail

When creating the Job, select Hide Totals so the proposal link doesn't show $0 total.

      1. On the Job page Scroll to the Additional Options section
      2. Next to Proposal Detail, dropdown and select Hide Totals
Update Invoice Amounts
  1. Crews verify Actual Quantities at Job completion.
  2. Admin or Operator will need to update Billable amount to match Actual quantities so Invoice gets updated.

 

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