Expense Report List Page
How to Access: From the dashboard, open the three-line menu, expand Expenses, then click Expense Report.
The Expense List Page displays all expenses, including those unrelated to specific appointments. You can log new general expenses here, track their statuses, and ensure that reimbursements are handled efficiently.
Adding General Expenses
Adding a general expense follows the same process as logging expenses for appointments, keeping the process straightforward and consistent.
Technician View
Technicians have a streamlined view of the Job Costing feature. While they can add expenses for appointments, they won’t see the entire job cost breakdown, ensuring sensitive financial information remains secure.
Job Costing List Page
How to Access: From the dashboard, open the three-line menu, expand Expenses, then click Job Costing.
The Job Costing List Page is where you can view all your jobs at a glance. Here, you’ll see a summary of each appointment’s costs and be able to navigate detailed breakdowns as needed. This page also features summary tiles for Total Count, Line Item Cost, Labor, Expenses, and Profit to help you quickly assess overall costs and profits.
1. Job Costing
This tool is designed to give you full control over tracking all the costs involved in completing your appointments, from inventory and materials to labor expenses. With Job Costing, you can easily monitor each element that contributes to your total job cost and assess profitability in real-time.
Pro Tip: Whether you’re a team leader wanting to keep expenses in check or a technician logging time and materials, the Job Costing feature makes it simple to understand where your resources go. By having this clear, itemised view, you can better manage your budgets, optimise your services, and make data-driven decisions to boost your business’s profitability.
This feature is accessible through a convenient Job Costing button on the appointment page, which opens the Job Costing dialog box. Here, you’ll see a comprehensive breakdown of the appointment’s cost structure, including:
Total Price: The price charged to the customer for the appointment.
Line Items Cost: Costs of services, warranties, inventory, and other items are added up here.
Labor: Automatically calculated based on the technician’s hourly wage and time worked.
Expenses: Additional costs can be added here, so you have a full view of all related expenses.
Profit & Profit Margin: Calculated by subtracting all costs from the Total Price, with profit margin displayed as a percentage.
2. Line Items
In this section, you’ll find all services, inventory items, warranties, and service plans associated with the appointment. Each item is listed with details like quantity, price, and total cost. This list updates in real-time, helping you track every dollar spent.
3. Labor Costs
Labor costs reflect the time technicians spend on the job, multiplied by their hourly wage. This is automatically calculated, so you have an accurate labor cost as soon as the appointment is completed.
Adding New Time Entries: Admins can account for unexpected labor costs by using the “New Time Entry” button.
This feature lets you input start and end times, choose the technician, and adjust costs as needed.
4. Expenses Tab
In the Expenses tab, you can log and manage additional costs, such as materials or travel expenses. This tab also allows technicians to request reimbursements.
Adding Expenses: Use the “Add Expense” button to enter details such as the expense name, employee responsible, date, total amount, and an optional attachment such as the receipt.
Expense Reimbursement: Once expenses are approved, admins can change their status from "Open" to "Reimbursed" with a quick confirmation step.
5. Employee Hourly Rate Field
Technicians’ hourly rates are stored in the employee settings. These rates are used to calculate labor costs automatically. Access to this field is role-specific, with operators and higher roles able to see their rates based on permissions.
Conclusion
WIZniche’s Job Costing feature empowers you to track, manage, and optimize costs for every job. By providing detailed breakdowns of all resources involved, this feature gives you the insight you need to make informed decisions that boost profitability and operational efficiency. With its intuitive layout and real-time updates, the Job Costing feature ensures you have all the tools necessary to keep projects on budget and on track.