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Managing labor for services

How to set up labor for fulfilling service requests via service calls

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Written by Ashok P

Labor for services will need to be managed separately from the labor you use for projects.

Labor for services involves:

  • Setting up the labor types for labor.

  • Setting up service windows for service calls.

Add labor types

Labor type is the fundamental unit of labor on D-Tools Cloud. It represents a category of labor with a unique name on Cloud and an hourly cost and price associated with it.

You will need to add the required labor types, depending on the nature of the work that the technicians will do on the service calls.

For example, “Preventive maintenance” labor is used for periodic wellness checks, and “Service technician” labor is used to diagnose and fix issues.

To add labor types for services, go to "Service > Labor Types" under Settings. Here, you can add as many types of labor as you would like.

The steps to create and manage labor types are the same as those for projects. If you want help adding labor types, check out this related article about adding labor types for projects.

Set labor rates for fulfillment locations

To define different labor rates for a labor type, use the “Fulfillment Location” feature for service labor. This is optional and only used if you plan to provide services from multiple offices where labor rates vary.

If you have enabled fulfillment locations for projects, you may also need to enable the same locations for service labor.

To enable fulfillment locations, click the 3-dot menu of a labor type, click “Enable Fulfillment Location,” add the locations, and specify the labor rates.

The steps to enable the Fulfillment Location feature are the same as those for projects. If you want help to enable the Fulfillment Locations feature, check out this related article about enabling the feature for project labor types.

Set service time windows

Service time windows allow you to choose time slots for service calls. Time windows can be set on an hourly basis.

To set time windows, go to “Service > Windows” under Settings. Here, you can set the workdays, service hours, and the duration of the service window. Cloud will automatically populate the service windows for you.

For example, with a 5-day workweek, 9 AM to 5 PM service hours, and a 2-hour service window, there are four service windows in a day and 20 in a week.

Once set, you will have the option to choose one or more time slots based on the work required for the calls.

When assigning the technician on the service call, you have the ability to choose time windows that are after the regular service hours. This is helpful if the service request is an emergency or the customer is unavailable during service hours.

Check out this article for more details about scheduling a call.

Labor for service calls

Technicians can add the service labor type and labor hours when adding the work summary for the call. Cloud will use the per-hour labor rates for the labor types.

If you selected a specific fulfillment location when you logged the call, Cloud will use the labor rates for that location.

You can update the labor added by the technician in the Office User view.

Check out these articles for more details.

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