When creating your quote or invoice, you have different options when adding charges for your work.

Option 1:  Itemize your charges using the "Labor" and "Materials" items on the quote or invoice . 

This option may be best for you if it's important that your customers see an itemized breakdown of cost, including materials and labor.

If you prefer to itemize your charges on your quotes & invoices so customers can see the price of each material and labor charge included, use the "Labor" and "Material" items to add each charge to your quote or invoice. All of the charges included will be automatically totaled in the Amount Due at the bottom of the quote or invoice.


To add material and labor charges to your quote or invoice, first create a new quote or invoice, then select "Material" or "Labor"

To add a Material

Select "Material". Name your material and select the desired quantity of units and unit type, for example "unit, service, meter, ect. If you wish, you can add your own custom unit type using the "other" option on the drop-down menu.

Next, enter your unit price. This is the price charged per unit, and multiplied by the unit quantity you enter to calculate the total price.

You can also select your VAT percentage (if no VAT is charged, select 0% from the VAT drop down menu)

To add Labor

Select " Labor". Name your labor type and select the unit quantity and unit type from the drop down menu (for example, hours, days, service, ect). 

Next, enter the unit price. This is the price charged per unit (for example charge per hour) and multiplied by the unit quantity you enter to calculate the total price. 

You can also select your VAT percentage (if no VAT is charged, select 0% from the VAT drop down menu)

Once you add all of your materials and labor for your quote or invoice, you will have an itemized list of costs along with the grand total due. 

Don't forget

when you add new materials, labor or jobs to your quotes and invoices, they are automatically saved to your Materials database so you can easily use them on future documents! Just one of the ways Tolteck saves you valuable time and hassle.

Option 2: Create a "Job" that includes the details of the work completed, but does not itemize the cost. 

This option may be best for you if you charge clients one set price for a particular job , regardless of labor and materials.

When you use the Job option on your quotes or invoices, the customer will only see the total amount due for the work completed instead of an itemized cost breakdown.

To add a job, create your quote or invoice, and select "Job" (see screenshot below)

Next, select "edit the job" to enter your job details
 

To edit your job, add the Job Name, a description of the job, and if you wish, any materials or labor included in this job (only add the labor and materials if you want them listed in the details of the job). You can select saved materials and labor from your database, or add new materials and labor to this job. 

Finally, calculate the price of the job. You can either click the calculator icon to automatically sum the labor and materials included in the job, or simply manually enter the price you want to charge.

Don't forget to Save your job, and now you can view it on your quote or invoice!

Your job will also be stored to your database for future use! You can always edit your jobs, materials and labor directly from your Materials database, or from the quote or invoice if you wish.

Did this answer your question?