AdminBevan Falloon
(Support, Jobsheet)
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16 votesAdminBevan Falloon
(Support, Jobsheet)
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1 vote
Please comment as to whether it’s more important to have staff rates by work type or by customer. We have a method of doing this, and it’s planned however you feedback is appreciated.
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7 votes
An error occurred while saving the comment AdminBevan Falloon
(Support, Jobsheet)
commented
Only on the new app are we planning to do a fixed dual or multiple rate on labour. It's actually very complicated once you put in customer rates as well. We will be working on a solution as part of the update program.
An error occurred while saving the comment AdminBevan Falloon
(Support, Jobsheet)
commented
We have a planned update for this. Would be:
1. Time type rate. Set some rates for types of work done
2. Customer rate for those time types - set what a particular customers gets charged
Good feature.
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1 vote
An error occurred while saving the comment AdminBevan Falloon
(Support, Jobsheet)
commented
New app has this feature. Means the user doesn't have to delete the quantity. Good idea...
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3 votes
An error occurred while saving the comment AdminBevan Falloon
(Support, Jobsheet)
commented
Suggestion: If you use work types you can then report on jobs on each work type which gives you revenue & GP (if you load buy prices and staff rates correctly). Hope that helps. Also, if you copy the text on the job report you can paste it into an Excel document to then manipulate with average job value, sort it by revenue or date etc. Really good to do if reporting is important. Additionally you can also copy and paste jobs lists (apart from To Start) to Excel.
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1 voteAdminBevan Falloon
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3 votesAdminBevan Falloon
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1 vote
An error occurred while saving the comment AdminBevan Falloon
(Support, Jobsheet)
commented
One thing you can do is quote the job number as the order number to the supplier so when you are checking the job you can also check against the packing slip.
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1 vote
An error occurred while saving the comment AdminBevan Falloon
(Support, Jobsheet)
commented
This will be a part of the merchant auto-price updating that will be taking place over the next few years as merchants are able to supply this feature. Prices will update nightly.
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1 vote
An error occurred while saving the comment AdminBevan Falloon
(Support, Jobsheet)
commented
This is something we have looked into before, and it's a great idea. Very handy when invoicing especially.
AdminBevan Falloon
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2 votesAdminBevan Falloon
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1 vote
An error occurred while saving the comment AdminBevan Falloon
(Support, Jobsheet)
commented
With the new version (v5) you can enter your prospecting and lead information on Customer card > Details tab. You can search the customer list from these fields as well.
AdminBevan Falloon
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0 votesAdminBevan Falloon
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11 votesAdminBevan Falloon
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AdminBevan Falloon
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8 votesAdminBevan Falloon
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AdminBevan Falloon
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4 votesAdminBevan Falloon
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Thanks Ross for the feedback. Here is what we are proposing we do:
1. Set a work type rate for each employee separately
2. Customer rate for work types are provided as an override so that they can be adjusted as needed per customer account.
3. Rate can be adjusted on the job at the time of entering the line item charging the customer.