ServiceBox allows you to configure and manage various overtime types for accurate labor tracking and payroll calculations. This guide walks you through enabling, configuring, and applying overtime settings across work orders, timesheets, and job costing.
Step 1: Enable Overtime Types in Features
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Navigate to Settings
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Click the arrow next to your username in the top-right corner.
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Select Settings from the dropdown.
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Access the Features Tab
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In the Plan tab, click on Features.
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Enable Overtime Types
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Scroll to the Timesheet Features section.
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Check the box for Overtime Types.
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Click Save to activate.
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Step 2: Set Up Overtime Types
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Go to Timesheet Settings
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Navigate to Settings > Timesheet.
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Open the Overtime Types Tab
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Click on Overtime Types under the Timesheet tab.
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Add Overtime Types
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In the Description field, enter the name (e.g., Time and a Half, Double Time).
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Enter the Default Cost per unit (e.g., $69).
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Click the green checkmark to save.
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Reorder If Needed
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Use the Reorder list button to adjust the order of overtime types.
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Step 3: Assign Overtime on Work Orders
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Access the Work Order
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Open the desired work order where overtime needs to be logged.
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Go to the Labour Section
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Click the T & M (Time and Materials) tab.
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In the Labour section, add or edit time entries.
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Apply Overtime
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In the OT column, select Yes.
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Choose the appropriate OT Type from the dropdown.
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Save your changes.
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Step 4: Review Overtime in Timesheets
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Open the Timesheet
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Go to Timesheets from the main menu.
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Select the employee and the correct period.
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Verify Overtime Entries
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Each line will display the OT Type and corresponding hours.
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Totals for each overtime category (e.g., Regular Hours, Double Time) appear at the bottom.
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Using Overtime Types in Job Costing
Overtime types can be effectively utilized in job costing within ServiceBox to ensure accurate financial tracking and analysis. By defining specific overtime types for each labor item, businesses can allocate costs associated with overtime work precisely. This feature provides a detailed breakdown of labor expenses, distinguishing between standard and overtime rates. When technicians log their hours, they select the appropriate overtime type, and the system automatically calculates overtime pay. This advanced feature gives a comprehensive view of job profitability, supporting informed financial decisions.
Need Help?
If you have any questions about configuring or using Overtime Types in ServiceBox, contact our support team at support@jobboxsoft.com.