Labor on a quote is broken up in two ways:
- Actual time taken to produce a quote (e.g. time spent writing up a quote and/or site inspections)
- Labor items added to the quote (i.e. the time it may take to install material items for the prospective task).
Labor and Expense buttons
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Use the Labor and Expense buttons to add Labor and Expenses to the quote. These are used to record any time and expenses incurred in the actual creation of the quote, e.g. a quote fee or parking fees. Work Type It may be worthwhile creating a work type specific to quotation work. Any time or expenses added here will also be recorded on the task sheet if the quote gets approved, or alternatively, you can invoice for these charges if rejecting the quote (see Reject and invoice quote). These buttons work exactly the same as they do on the Task Worksheet. See Task Worksheet Labor, Task Worksheet Expenses. |
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Task Timer
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You can also use the Task Timer to record labor to add to your quote. This is available from the Quote Worksheet as well as within the Labor button. |
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Labor line items
Labor can be added to material items in UR/Hrs, by Work Type, or as an overall Labor Item.
Material UR/Hrs
To the right of each line item, you can enter the time taken to install each material item in the UR (Unit Rate) field, or the Hrs (Total Hours) field. The labor component of the quote appears in the totals section at the bottom of the quote.
For example:
You add a "GPO Standard" item to your quote with a quantity of 4. It usually takes half an hour to install each GPO. Entering 0.5 into the UR field will then calculate the total labor (Hrs) for the four "Double GPOs" as 2 hours (4 * 0.5 = 2).
You can enter unit rate for items in your inventory so that the UR automatically comes across onto your quote when using these items. See Inventory Item Pricing - Detailed Sell Pricing.
Work Type
You can also set individual Work Types against line items by clicking the 
(yellow plus icon) beside the Hrs heading.
1 - Click Plus
2 - Set work Type and Markup
The value and markup applied here are the values set for the Quote Rate and Default Markup in Site Admin Work Types. Overwrite these if necessary.
This feature allows for greater pricing control over your quoted labor per line item. You'll also notice there is no Labor Rate in the Totals section as it is now controlled on the line item.
Labor Item
You can add labor as a single line item by changing the Type dropdown to Lab, set the Qty and the Value charged per hour.
Labor hour calculation
This is a great way to get a total sum of labor when you're wanting some kind of flat rate calculation, but not have it tied to your unit rate. While this won't put a value in the worksheet unit rate, you can still reference Qty as hours in other sections of AroFlo.
The next thing to look at is quote totals and markups