Skip to content
English
  • There are no suggestions because the search field is empty.

Job Costing Work Orders

This article explains how to enable and use the Job Costing feature to compare actual costs to quoted amounts within a work order.

Summary

This document details how ServiceBox now allows you to perform Job Costing within work orders. Job costing lets you compare actual amounts for a job versus the quoted amounts. You can now enter fixed labor costs per user, which are used to calculate labor costs in the Job Costing report. A new Job Costing button inside the work order allows you to generate an Excel spreadsheet with all job costing data.

 

 

Setting User Costs

To set user costs:

  1. Click on Users from the dropdown in the top-right of your ServiceBox screen

  2. Open an individual user’s profile

  3. You’ll see a section to:

    • Set default labor items

    • Enter a fixed Cost for the employee

This cost is used in job costing calculations for labor in work orders.

 

 

Job Costing in Action

  1. Make sure you've entered user costs for the users you want to test

  2. Locate a Quote with a connected Work Order

  3. Go to the Labour tab

  4. Ensure there are entries for:

    • Labor

    • Materials

    • Purchase Orders

  5. Click the Job Costing button

 

Once you do this an xlsx (excel) file will be downloaded to you computer.  When you open up the file this is what you will see:

 



In case you don't see actual values in many fields and instead just see #VALUE! as show in below screenshot, then please click on Enable Editing button encircled in below screenshot. Clicking this button will populate all the fields as shown in above screenshot and the Enable Editing button will disappear.




What’s in the Job Costing File?

The file contains two tabs:

  • Job Costing – A summary page showing calculations and the difference between quoted and actual costs

  • Labor and Materials – A detailed breakdown of labor and material costs that feed into the summary tab


This is what the Labor and Materials tab looks like:

You can adjust values directly in the spreadsheet as needed.

 

Need Help?
Contact support by clicking the Help button in the bottom-right corner of your screen when logged in or email us at support@jobboxsoft.com.