Line items for Jobs are known to have many names depending on their position within the billing process. When creating and dispatching a Job they are known as assignments. When filling out a service ticket they are known as line items. When they are to be approved for invoicing they are known as a Bill as Types. For convention when creating these line items they will be known as Bill as Types(BaT). These must be created before you are able to utilize them in Job creation. There are many important fields to consider when creating these BaT. The order in which this article is outlined mitigates the need to go back and forth for each BaT built.
Navigate to Billing
- Click Settings
- Click Billing
Create Units of Measure
This Unit of measure will be applied to the rate for any assigned BaT. The most common occurrences include billing by the hour, day, or each time the BaT is performed. Units of Measure names are automatically displayed to Assignments during Job creation
- Navigate to Units of Measure
- Click Add Units of Measure
Name the Unit of Measure. Most commonly these are Hour, Day, or Each.
Once a Billing Unit of Measure has been deactivated it will no longer appear as an option during Job creation. You will also be unable to apply them to Billing rates. This will not remove any existing assignments built out with this Unit of Measure.
Optionally Create Billing Categories
Billing Categories are groups of BaTs. These categories may be displayed on a quote or utilized for reporting purposes.
- Navigate to Billing Categories
- Click Add Category
Name the Category.
Deactivates the category. This will not delete current BaTs grouped.
Create Billing Types (Bill as Types or BaT)
- Navigate to Billing Types
- Click Add Type
Billing Type names display on Service Tickets when assigning their line items, and approving or invoicing billable assignments. These are also the names of assignments once built.
Categories are groups of Billing Types.
You may assign an assignment type to a Billing Type. This will limit employees and assets when assigning them to a job assignment.
You may assign an asset class to a Billing Type. This will limit assets further when assigning them to a job assignment. Asset classes are groups of differentiated Asset Types
If this setting is deactivated, assignments marked with this Billing Type will not display in the approvals queue to be invoiced.
If this setting is deactivated this option will not display while building out assignments
Include in Production Schedule
When this setting is deselected, you may assign this assignment to Job however it will not display in the Day or All Jobs queue. You will not assign employees to these assignments
Include With Task Timers
When Creating a timer on an account level user, selecting this allows that user to include this Bill as Type on that timer.
Assigning form templates from this table allows you to add digital forms to assignments always. You may also assign form templates each time while building out assignments.
Create Billing Type Rates
- Navigate to Billing Type Rates
- Click Add Type Rate
This is the currency number assigned to the Billing Type
This is the Billing Type to be attached to the rate
Unit of Measure
Units of measure are utilized to describe how these assignments are billed. Such as hour, day, or each service.
Assign products that are always included with this specific assignment
Assign costs that are always included with this specific assignment. These costs may be placed in a report to track costs across all jobs.
If a specific assignment is only applicable to a single client. You may assign clients here to always associate with them.