Job Costing Overview (New)

Job Costing Workflow Overview

Quote

Every job begins with a Quote, which provides the estimated cost of the work and serves as the basis for customer approval. Once approved, the quote can be promoted to a Managed Job—the central stage where production activities are tracked, coordinated, and monitored.

From there, you have two workflow options:

Option 1: Proceed to a Delivery Note if items need to be dispatched, followed by an Invoice.
Option 2: Go directly from Managed Job to Invoice if no delivery documentation is required.

Alternatively, you can initiate a job directly from the Managed Job stage. In this case, the system will automatically generate a corresponding quote, ensuring every job remains linked to a quote—regardless of where it begins.

Invoicing can be structured in two primary formats: percentage-based or usage-based. Each format can be further refined into actual or forecasted (predicted) invoicing. Multiple invoices can be issued under either approach, depending on project needs or billing cycles.

Manage Job

The Managed Job stage is the operational heart of your workflow—where production activities are created, tracked, and coordinated. You can initiate a job directly from this stage, and the system will automatically generate a corresponding Quote, ensuring every job remains linked to a quote regardless of where it begins. This maintains traceability and financial alignment across all job types.

Once a job is created, you have two management options:

Manage All Lines as a Single Function:
This approach is ideal for smaller jobs with limited complexity. It allows you to control all job components in one place, streamlining updates and reducing overhead. However, caution is advised for larger jobs, as this method can obscure individual line-level visibility and make it harder to track progress or isolate issues.
Manage Job Line by Line:
Recommended for larger or multi-phase jobs, this method gives you more control over each line item. You can monitor progress, allocate resources, and adjust timelines independently, ensuring better oversight and flexibility throughout the job lifecycle.

Within the Managed Job stage, you can also access and update key operational modules:

Time Sheets: Record labour hours and assign them to specific job lines or phases. This supports accurate cost tracking and resource planning.
Stock Requests: Generate requests for items not currently in stock. These requests trigger procurement workflows to ensure materials are available when needed.
GRV (Goods Received Voucher): Use GRVs to document partial dispatches, especially useful when some items are ready for delivery while others remain in production.
BOM (Bill of Materials): Manage and update BOMs to reflect the materials required for each job line. This ensures production teams have clear visibility into what’s needed and when.

Together, these tools provide a robust framework for managing jobs of any size, supporting both operational efficiency and financial accuracy

Delivery Note

Once a job, or part of a job is complete and ready for dispatch, a Delivery Note can be prepared to document the items being sent. This note serves as the formal record of what’s leaving your premises and when.

You can choose between two dispatch-to-invoice workflows:

One Delivery Note to One Invoice: Ideal for single shipments or straightforward billing.
Multiple Delivery Notes to One Invoice: Useful for staged deliveries that are consolidated into a single invoice for streamlined billing.

This flexibility ensures your dispatch and invoicing processes stay aligned with the pace and structure of the job.

Invoice

Invoicing can be structured around two distinct approaches. Forecasted and Actual, each with its own implications for cost control and client expectations.

Forecasted Invoicing - Forecasted invoicing is based on the original quote accepted by the client. This quote sets a fixed financial boundary for the job. Any costs incurred beyond the quoted amount are absorbed by the company, as the client has agreed to the scope and price upfront. This model is ideal for projects with clearly defined deliverables and minimal expected variation.
Usage/Actual Invoicing - Actual invoicing reflects the real costs incurred during the job. It’s typically used for charge-up jobs, where billing is based on time, materials, or usage. If costs exceed the original quote, this is treated as scope creep, usually due to client-driven changes or additions. These adjustments are communicated and invoiced accordingly.

- Invoices reflect real item costs, similar to a traditional invoice format.
- You can compare quoted item costs and selling prices against actuals and invoiced amounts.
- This model is ideal for jobs with variable scope or evolving material requirements.

Percentage-Based Invoicing - Percentage invoicing allows you to bill progressively over the life of a job. It’s especially useful for long-term or multi-phase projects.
You can issue an invoice before the job starts, based on an agreed percentage.
- Costs are tracked against the quote, allowing you to compare estimated vs actuals.
- This approach helps maintain monthly profit and loss consistency, supporting smoother financial reporting.

Case Studies

Basic Job Costing Case

Quote Creation

Job Costing > Activity > Quote

Click "Add"
Enter the Customer name, Description, and Order Number
Click "Save"(By clicking save you activate the button allowing you to "Add" a line item.)

Before adding your line items to your quote, take a moment to review the key tabs across the top of your page, some of these tabs may contain important options you may want to configure or define first for a basic Quote.

Address Tab:

Use this tab to update the job address if required.
Select the contact person for the quote from the dropdown list.
If the contact does not exist yet, click the View button to add a new contact on the fly

Note: if details are edited on the quote, this will only apply to the specific quote and not update the debtor setup unless the debtor setup is access and updated as well.

Extras Tab:

Select the billing method that applies to this job

Among the top tabs, click on the "Extras" tab.

Tick the box that applied to your customer.
Click "Save"

Assembly	“Assembly” refers to an internal process where components or materials are prepared, combined, or staged before installation or delivery. It’s not billed separately to the customer but contributes to your overall job cost.
Charge Up (SC)	Charge Up (SC)” means the customer is billed for actual time and materials used, including any extras beyond the initial scope. Charge Up allows you to invoice for additional costs incurred during the job.
Prepaid (CTC)	"Prepaid” refers to the quoted amount for the job, the fixed charge agreed to by the customer. You can’t invoice beyond this amount, so any extra time, materials, or costs that exceed the quote become your internal expense, or ‘Cost to Company (CTC)

Adding Line Items to a Quote.

Click the "Add" button located halfway down the page

Once selected, check the basic fields:
1 Select Item
2 Check description as this can be changed at this point
3 Add Quantity
4 Check Cost of Item
5 Check your markup
6 Check Sell Price
click Save & Close to confirm your choice
Add as many as items as needed

Stock Item	Select your stock item from the drop-down menu
Description	At this stage you can change the Description if needed
Qty	Add the Quantity you require of this item
Cost Per Unit	Check the cost of this item
Mark up %	At this stage you can increase your profit %
Selling Ex GST	Price does not include the 15% Goods and Services Tax. You add GST on top of the listed amount.

Job Management

Scheduling

Invoicing

Closing Jobs

Reporting & Analysis

AdditionalDetailed settings:Settings:

Link Tab

Customer Link: Use this tab when completing work on behalf of another company.
If you're quoting for a client of one of your customers, you can link that end client here.
When the quote is sent, your customer will see which of their clients the quote relates to.
Select the appropriate end client from the dropdown list.

Deposit Paid: If a customer has paid a deposit, this can be added to the quote and taken off of the total cost of the job.

Additional options on a Quote Item
This screen also allows you to capture key information for each job or task line.

Stock Item	Select your stock item from the drop-down menu
Description	At this stage you can change the Description if needed
Qty	Add the Quantity you require of this item
Manage Qty on Job
Warehouse	Select the Warehouse you wish to sell this item form
Selling Ex GST	Price per item does not include the 15% Goods and Services Tax. You add GST on top of the listed amount.
Selling Inc GST	Price per item includes the 15% Goods and Services Tax. The GST is already built into the total amount shown.
Sub Total Selling	Total price of total quantity of item that does not include the 15% Goods and Services Tax. You add GST on top of the listed amount.
VAT (GST) Value	Total GST only on total quantity of items
Selling Total	Total price of total quantity of item includes the 15% Goods and Services Tax. The GST is already built into the total amount shown.
Line Reference
Sequence No.	You can change the Sequence in the quote for this item
UOM Type	These are custom configuration settings applied during setup, tailored specifically to your product formats (e.g., Per Roll, Per Unit, Pack).
UOM	These are custom configuration settings applied during setup, tailored specifically to your product formats (e.g., 1000 per roll, 6 per pack).
Line Discount	You can apply a discount to this item
~~CAT~~VAT (GST)Type	If this item is GST exempt or a Non-GST item it can be changed here
Mark up %	At this stage you can increase your profit %
Cost Per Unit	This is the total cost to produce or buy one item. It helps you set prices and track profitability.
Profit Cost/Unit	This is how much ~~money~~profit you make on each item sold after subtracting its cost.
Total Cost	This s the full amount spent to produce or purchase a set of items or complete a job.
Zero Cost on Job
Zero Cost on Invoice
Show on Print
Flag for Report
Division	Select a division within of a company that focuses on one area of work.
Region	Select a region the job will fall under, it can include multiple cities or towns and often has its own local government or identity.
Days from Start
Weight Per Unit
Sales Rep	You are able to allocate someone who promotes and sells a company’s products or services to customers. They often handle quotes, follow-ups, and customer relationships, helping drive revenue and build trust.
Project	You can Link a quote to a specific project
Employee Assigned	Refers to the specific person responsible for completing a task or project. It helps track accountability, scheduling, and communication.
Lead Time	This is the amount of time between starting a process and completing it. It usually refers to how long it takes from placing an order to receiving the goods or service.
Order Date	This is the day a customer places an order for goods or services.
Reminder Date	This is the day you plan to check in after sending the quote.
Required Date	This is the day the customer wants the goods or service delivered
Supplier	This is the company that provides goods or services to another business
Drop Ship
RFQ
Item Cost
Item Code
Supplier Discount
Last Updated
Latest Cost
Internal Note	Here you can include private comment or detail added to a job, quote, or project that’s meant for your team—not the customer.