A "Labor Type" represents the type of labor you provide, like "Installation" or "Programming." Once created, this labor type is used as the basis for all labor estimates in Cloud.
In this article, we will discuss the following:
What is a labor type?
How do you create a labor type?
How do you edit a labor type?
How do you change your global labor type rates in a quote?
What is a labor type?
A labor type is made up of the following information.
Name - This is how you refer to this type of labor and is how it is displayed in proposals. For example, "Installation" or "Programming."
Phase - The installation phase, in which this labor is completed.
Hourly Cost and Price - This hourly "rate" will be used against a duration of time to calculate your estimates when this labor type is used in the catalog or a quote.
Taxable - Is this labor taxable?
Billable - Is this labor billable?
Phase Customization - You can create and assign specific phases, such as "Programming," to better organize and categorize labor types within your projects. This helps in mapping labor items to appropriate phases for improved project management.
You can create as many labor types as you would like. You will first be asked to choose a labor type when adding labor to a product.
A labor type itself is not labor; it is a global definition of a labor type combined with a time estimate (hours, minutes, and seconds) and an optional project phase to include labor on an item.
Add labor types
1/ Go to "Settings > Catalog > Labor Types" in the left navigation menu.
2/ Click "New labor type" in the top-right corner.
The following is a screenshot of the modal to add a labor type.
3/ In the modal, do the following:
Add a name. This will appear in reports, proposals, and the dashboard.
A description can be added to the labor type to help differentiate between labor types in the list.
Select a phase. This is optional and serves as a default selection when this labor type is used to assign labor to products, services, and allowances. It can always be overridden.
Select a system. This is optional and serves as a default selection when this labor type is used to assign labor to products, services, and allowances. It can always be overridden.
Set the hourly cost and price, and the margin and markup will be displayed automatically.
If you are using the Fulfillment Locations feature, enable it for this labor type and specify the costs and prices per location.
4/ Click "Create."
Create as many labor types as you feel necessary to cater to the various types of labor you provide.
Create a labor type within a quote
Cloud has been designed to get you quoting and selling quickly. Like many other settings, such as phases, locations, or taxes, you can set up labor types directly via the quoting experience. The new labor type is automatically stored in your list of labor types for use in other quotes.
To add a labor type within a quote, click "Create a new labor type" in the Labor Summary section.
Edit a labor type
To edit a labor type, you follow the same approach as you do when creating a labor type.
Click on any existing labor type in the catalog to view and edit all information related to the labor type.
You can click the 3-dot menu of a labor type to do the following:
Edit the labor type
Duplicate the labor type
Set the labor type as the default
Mark the labor type as inactive
Add the labor type to your favorites list
Delete the labor type
Setting a labor type as the default automatically adds it to all quotes.
Change a labor type rate within the quote
Changes you make to a labor type cost or price in a quote will apply only to that quote. They will not impact any current quotes using the labor type and the rate in the catalog.
To change the rate of a labor type in a quote, click the labor type in the Labor Summary section and make the changes.
You will need the "Manage quote labor item pricing" permission, or be a member of a group that has it, to update the cost, price, markup, margin, and billable setting of the labor types in the quote.
Remove a labor type from the quote
Removing a labor type from the Labor Summary section in a quote removes it from any attached products and sets its billed hours to zero, but it remains visible.
To entirely remove a labor type in a quote:
1/ Click the 3-dot menu next to the quote name.
2/ Click "Settings > Labor Types."
3/ In the modal that opens, click the 3-dot menu of the labor type you want to remove and click "Delete."
If you want to remove a labor type globally, delete it from the catalog.