Eric Catania, CEO, Digital Reality / IT services
It’s easy - no credit cards, no contracts.
See all your expenses in the job costing system, and don’t get stung with nasty bills.
With the job order cost system, you can understand your profitability and learn whether you need to raise rates.
Job order costing pulls data from different screens to give you a complete picture.
Instantly know how costs and invoices are stacking up in the job order costing system.
Get supplies when you need them by paying purchase orders in Xero.
All your data flows freely, you don't have to do anything to see job costs.
Ian Morris, Owner, Threerooms / Creative agency
If you want to group your job costing by phase only at the job level, you can use Job Folders. Unfortunately it is not possible to directly group tasks and cost items by phase at the quote stage. Contact one of our product specialists for more advice.
You sure can, but there is only ever one “master quote” on the job. So for example – if you created multiple quotes on the job then only the latest accepted quote would be referred to when creating an invoice based on the quoted value.
Yes you can! Run the report from the Financial Reports menu and simply select the client and date. If you run it from Financial tab on the job however, it will show you the entire summary for that job.
WorkflowMax gives you the option of using job folders for each phase. When quoting, make use of job templates to create your quote. On your job template you can create default folders, save the template header and then add your milestones, tasks and cost, selecting the appropriate default folder for each item.
Then, when you create your quote, all you need to do is select the first phase template and then within the quote choose Options > Apply additional templates.