Job Costing

With Field Promax’s job costing, you can track profitability by Technicians, Work Orders, and Products. This tutorial will show you how to use each category for clear cost and profitability insights. By leveraging these tools, you can optimize operations and make data-driven decisions to increase your profits.

Step 1: Grant Access to Job Costing

• Only the main administrator can enable access to job costing for other administrators within the company. To grant this access:

  • Go to Settings.
  • Select Manage Users.
  • Locate the administrator you wish to grant access to and check the box labeled View Job Costing.

Note: Only administrators with this permission will be able to access job costing details.

Step 2: Understanding Purchase Costs

• Field Promax integrates with QuickBooks to manage purchase costs automatically. Purchase costs used in job costing reports and calculations are directly imported from your QuickBooks account, ensuring accurate, real-time cost tracking for all job-related purchases.

Step 3: Viewing Job Costing Details for a Work Order

• To view job costing for a specific work order:

  • Open the desired Work Order.
  • Navigate to the Job Costing tab located at the bottom of the work order screen.
  • Here, you can view the profitability of that specific work order, including costs associated with technicians, materials, and products.
  

Step 4: Accessing Job Costing Reports

• For a comprehensive view of profitability across multiple jobs, you can access Job Costing Reports:

  • Go to the Reports section.
  • Under Job Costing, select the report you wish to view.