Add Prices To Jobs

When it comes to the pricing of jobs you may find that you wish to add/edit labour or material costs to a jobsheet. This can be done once the engineer has synchronised the job back to the main server. To edit a job price follow the short step-by-step guide below:

1. Once logged into the Managment Web Portal find the job that you wish to edit on the Active Job Page. Click on the Edit Job button to the left.

2. Once on the Edit Job page, scroll to the bottom of the page and you will see a section marked Completed Visits below which are any job sheets that have been raised for this job. Click on the Edit PDF button to the right of the job sheet you wish to edit and it will expand the page (There will be 2 options from here, Add New Time Price or Add New Parts Price).

3. Add New Times Prices + Click Here To Expand

(3.1). Scroll down on the expanded section of the page until you come to a section under Times Worked. To the right of this Section there will be a Add/Edit Times button. Click this and it will bring up a new box called Add/Edit Time Entries.
(3.2). In the Add/Edit Time Entries section you can either edit the time which has been recorded by the Mobile User or if needed you can add a completely new time item.
A.) Edit Existing - at the bottom of the Add/Edit Time Entries box there will be a grid showing the labour rates that have been assigned to this job, with options to delete, edit or adjust the pricing. Just click on the option you require and complete the changes as required.
B.) Add New - complete the sections at the top of the Add/Edit Time Entries box with the Date, Duration, Work Category, Name etc. Once filled out click the Add button to create a new time entry, which will then be displayed in the grid below.

*NOTE* You can only assign one price per time entry

4. Add New Parts Prices + Click Here To Expand

(4.1). Scroll down the expanded page and there will be a section named PARTS added. On the right of this there will be a Add OR Edit Parts button. Click this and it will bring up an Edit Parts pop up.
(4.2). On the Edit Parts pop up you can add New Parts or Edit Existing parts. Follow the next steps for the area you wish to edit.
(4.3). NEW Parts and Price Rates
A) At the top of the pop up window there will be a New Part Button. Click this to open up the add new parts section.
B) *NOTE* If you wish to search if an item already exists, Click the ++Search Parts button and search for the desired item.
C) Once the fields in this area have been filled out, for example, Part No., Part Description, Purchase Price, Sales Price, you will need to save the changes made.
D) Click the Save New Part button to save the new entry.
(4.4). EDIT EXISTING Parts rates
A) Scroll down to the grid containing all the existing Parts.
B) Select the Edit link on the right hand side of the row requiring to be edited.
C) Make the changes required and click the Update Existing Part button.

**NOTE** Any PDF documents are physical files on the Management Portal. When any information is changed or information added, then the PDF file will need to be Recreated. Here's the process for recreating the PDF: CLICK HERE

You have now successfully changed the pricing of a job.