This Help Article covers;
As Labour and Material are assigned or allocated to a Quoted Job, they are displayed in the Job's "Sales & Costs" Top Tab's "Latest Costs" Expandable Section as a List.
On [Lock] of a Progress Claim, the Unsold Cost's "Billable" Labour and Materials of the List are marked as “Non-billable” and cease displaying.
💡 TIP: The list of Labour/Materials assigned or allocated to the Quoted Job by default displays “Billable Only” in the Latest Costs, to see the list of all Labour/Materials (Unsold and Sold), Press the "Billable Only" [X] to clear the filter and display the list of all Unsold and Sold Labour/Materials.
If the Quoted Job is complete and the last Payment Claim has been made and locked, any new Costs displayed will need to be manually marked as “Non-billable” so they are removed from the list and don’t appear in the Work In Progress (WIP) Report.
To Select Labour/Materials to Manage Latest Costs
Managing Latest Costs is done from the "Latest Costs" Expandable Section of a Quoted Job's "Sales & Costs" Top Tab
⚠️ NOTE: By default, only Labour and Materials that are assigned or allocated to a Quoted Job since the last Locked Progress Claim display as "Billable".
Quick Flow:
Job: XXXX Window
Sales & Costs Top Tab
Latest Costs Expandable Section
Labour and/or Material(s) > Select to Manage
1. From the Quoted Job: XXXX Window, Press on the Sales & Costs Top Tab, then Press on the Latest Costs Expandable Section to display any Latest Costs
2. From the Latest Costs Expandable Section, Select Labour and/or Material(s) by ticking the Left tickbox of the Line
To Mark as “Non-Billable”
Quick Flow:
Labour and/or Materials > Select
[NON-BILLABLE]
[YES]
1. From the Latest Costs Expandable Section;
Select Labour and/or Materials by ticking the Left tickbox of the Line
Press the [NON-BILLABLE] button to Mark the Labour and/or Products as Non-Billable
Press [YES] to confirm and cease them from displaying on the list
To Reallocate to another Job
Quick Flow:
Labour and/or Materials > Select
[REALLOCATE]
Job/Site Visit*
[CONFIRM]
1. From the Latest Costs Expandable Section;
Select Labour and/or Materials by ticking the Left tickbox of the Line
Press the [REALLOCATE] button to display the "Reallocate to Site Visit" popup
Enter a Job/Site Visit* or Select Job/Site Visit Number
Press the [CONFIRM] button to reallocate Labour or Product(s) to another Job
⚠️ NOTE: Reallocating Labour/Materials can only be to 1 Job at a time.
💡 TIP: Following a Progress Claim and Labour/Materials not displaying, clear the “Billable Only” filter to access Labour/Materials to reallocate.
⚠️ NOTE: Materials added from the Katipolt Mobile App or Desktop through a Job's "Site/Ad-Hoc Costs" cannot be reallocated, they must be deleted from "Site/Ad-Hoc Costs", and then re-keyed into the other Job.