While a Job is in Material/Labour mode, you can transfer information into the Job from a Price List.
To do this the Price List must also be in Material/Labour mode.
To convert a Price List to Material/Labour mode, do the following:
1. Select the Price List tab on the Job Manager screen.
Fig.1 Price List Tab
2. Right-click on the appropriate Price List, and select Convert - To Material/Labour.
Fig.2 Convert Price List
This will create a copy of the Price List in material labour mode that can use in the material labour Jobs.
To then transfer information into the Job from the Price List, do the following:
1. Open the Job you wish to transfer the information into.
2. Click the Price List button on the Insert section on the toolbar.
Fig.3 Price List Button
3. Select the information in the Price List you wish to transfer into the Job.
4. Click the Insert button to insert the entire line into the Job, or add rate to only transfer the rate into the Job.
Fig.4 Insert From Price List
Once you have done this the selected information will be transferred into the Job. You can repeat this process as required.
Comments
Can you please help me to understand what Labour/Material mode is
Hi Isiah,
I cannot add a screenshot to this comment, however there is a screenshot of this in the guide for your reference.
Below is a link you can use to download the guide for your reference.
https://drive.google.com/file/d/1sxSKjSPL6pp2AVSALfyzLzxodL--Qkcn/view?usp=sharing
The guide is also available with in the software by clicking the question mark button in the top right hand corner of the software.
Hi Isiah,
A Material/Labour Estimate displays divides your estimate into two sections, one for material
costs and the other for labour costs.
The material costs can be constructed with a Rate Sheet, however the Labour costs can only be built from the Estimate.
I hope this helps to clear things up.
I would also highly recommend having a look at the additional information about this in the users guide under Estimate Configuration on page 107.
Thanks Micheal, Could you send me a link to that user guide
Could you also take a screen shot example
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