Before you begin
Before you can add a cost to a job template, the cost must exist in the Cost Admin database (Business > Settings > Costs).
Adding a cost
To add a cost to a job template:
- In the Business menu, select Settings > Job Settings > Job Template tab.
- Drill down on the name of the template that you wish to add the cost to.
- On the Edit Job Template screen, select New Cost.
- On the New Job Template Cost screen, provide the following information, as required.
- Save your changes.
Data fields reference
|Cost||The cost item to be added to the job template. Select an item from the drop-down list.|
|Quantity||The number of items to include in the job template.|
|Folder||Use the folder field to group all related costs together. Type a folder name, as required.|
Indicates if the cost is to be included in billable work. Select the checkbox if the cost is to be billed to the client.