Job Costing Overview

• The quote is createdcoordinated, and all required details (pricing, items, customer info) are entered.

• The quote is reviewed internally.
• Approval ensures pricing, margins, and details are correct before sending to the customer.

• The quote is sent to the customer for approval.

• DeclineOption 1: →Proceed Theto quotea isDelivery rejected.Note if items need to be dispatched, followed by an Invoice.
• CancelOption 2: →Go Thedirectly quotefrom Managed Job to Invoice if no delivery documentation is cancelled and closed.required.

• Accept → The quote is accepted and moves toa job creation.

• A job is created directly from the acceptedManaged quote.
Job

a
• Thecorresponding quote, ensuring every job remains linked to a quote—regardless of where it begins.

  Invoicing can be managedstructured usingin 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.

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  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 functions:will

  automatically
  • generate a corresponding FunctionsQuote, →ensuring Accessevery toolsjob remains linked to a quote regardless of where it begins. This maintains traceability and actionsfinancial relatedalignment toacross theall job.
  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 Centrallimited areacomplexity. It allows you to control all job activities.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

• Manage Linesmodules:

  • Add/edit job cost lines (labour, materials, etc.)

• Time Sheets

  :
  • Record labour hours workedand onassign thethem job.
  to
  specific job lines or phases. This supports accurate cost tracking and resource planning.

• Stock RequestRequests

  :
  Generate
  • Requestrequests for items not currently in stock. These requests trigger procurement workflows to ensure materials requiredare foravailable thewhen job.
  needed.

• GRV (Goods Received Voucher)

  :
  Use
  • RecordGRVs stockto receiveddocument frompartial suppliers.
  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:

• DefineOne Delivery Note to One Invoice: Ideal for single shipments or managestraightforward requiredbilling.
materials
• Multiple andDelivery components.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 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.

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.

• OncePercentage-Based allInvoicing work,- materials,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 costsloss areconsistency, finalised:supporting
  smoother
  • Thefinancial job is marked as Completereporting.