Costs and pricing on a job

Costs recorded as you go are what make invoicing a five-minute job instead of an evening of archaeology.

Step by step

1. Open the job and find the financial section (visible to admin and finance roles only).
2. Add a line with a Description, a Unit cost (£) and a quantity.
3. Add the SOR code if the client works to a schedule of rates. Many councils and housing associations do, and they'll reject an invoice without it.
4. Use the financial notes box — "Add a financial note — only finance roles can see this…" — for anything the office needs but the engineer shouldn't see.

Field staff cannot see any of this. Pricing, unit costs and financial notes are never sent to a field-staff session, so an engineer can show a customer their phone safely.

Labour

Labour comes from hours logged against the job, costed at each person's hourly rate from their staff record. If the labour figure looks light, someone hasn't logged their hours.