Overview
To calculate equipment costs, we take the number of hours a piece of equipment was used on the field tickets, times the hourly cost of that piece of equipment. The article below will first demonstrate how to set up the hourly rate vs hourly cost on a piece of equipment, and then how to add equipment to the field ticket.
Equipment Costs on Desktop
To see the Job Costing Report go to Reports -> Job Reports -> Job Costing
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Set up Hourly Rate and Hourly Cost on Desktop
1. Go to File -> List Management -> Quotes, Jobs, & Invoices-> Equipment -> Equipment
2. Highlight a piece of equipment and click “Modify”.
3. Update your Cost and Rate.
Cost: The amount that equipment costs you to run per hour. Some of the factors that make up this price are fuel, maintenance, future repairs, etc...
Rate: The amount you charge per hour to the customer for use of that equipment.
Add equipment to Field Tickets on Desktop
Go to a field ticket and add or modify an assigned task
1. On the "Assign Task to a Field Ticket" window that appears, click “Itemize”, next to Equipment.
2. The "Enter Equipment Used On This Field Ticket" window will appear.
Click “Add New”
3. Highlight your equipment and click “Select”.
4. Add in time used.
Equipment Costs on Portal
The Job Costing Report is coming soon to Portal.
It will allow you to see what each Job costs you and what each category inside the job cost.
Set up Hourly Rate ad Hourly Cost on Portal
1. Go to More-> List Management -> Quotes, Jobs, & Invoices -> Equipment -> Manage Equipment
You could also access it from More-> List Management -> Shop -> Equipment -> Manage Equipment
2. Find a piece of Equipment and either double click on it or select the ellipsis -> Modify
3. Update your Cost and Rate.
Cost: The amount that equipment costs you to run per hour. Some of the factors that make up this price are fuel, maintenance, future repairs, etc...
Rate: The amount you charge per hour to the customer for use of that equipment.
Add Equipment to Field Tickets (Coming Soon to Portal)
You would go to a field ticket and inside the Tasks table either click the add button or go to the ellipsis ->modify an assigned task
Inside the window that pops up you'd be able to specify equipment and attach it to a task.
The rest of the steps will be added soon to CenPoint, Thanks for your patience as we make Portal better each day!