Details: Use Job Costing to track detailed cost information on large projects, such as pool construction or renovation. This detailed information gives you the ability to quickly determine job profitability, cost cutting opportunities, and areas for improvement. This topic outlines the entire Job Costing process, everything from contacting lea...
Step by Step: Use job types to categorize your jobs. For example - New Pool Construction, Spa Construction, or Renovation. - Job types define the default GL posting accounts, burden rate, and retainage for the job. - You can also group and filter most of the Job Billing reports by job type. Step 1: Open the Job Types tab (Administrati...
Setting up job
Details: Cost codes are high level classifications of costs that are applied to a job. Every cost applied to a job is assigned a cost code and will ultimately post to the general ledger according to the expense account assigned to the cost code. We recommend no more than 10 - 15 costs codes since they are designed to be a high level grouping t...
Step by Step: Use the Subcontractor Flags option to create new flags that you can assign to the subcontractors on a job (Administration > Job Management > General Setup > Sub-Contractor Flags). Generally, you can use these flags to keep track of the status of a subcontractor on a job. For example - RFP Submitted, Proposal Received and...
Step by Step: Use Job Materials flags to assign a status to materials. For example, Waiting for Parts, Change Order Pending or Reschedule Install. - Material flags are useful when dealing with large lists of job materials in varying stages of delivery or install. - You can assign material flags from the line item update screen in the Mat...
Job Materials Flag
Step by Step: Work Order Types are used to define different types of work orders for jobs. By default, Work Request is listed as a Work Order Type. You can create as many Work Order Types as you like. The Work Order Type will display in the Work Order grid in the Job and in the Work Order Search queue. Step 1: Go to Administration > Job ...
Work Order Type
Details: Change Orders Change Orders are used to record adjustments made to the original bid amount and could include unforeseen excavation issues or product upgrades (Administration > Job Costing > Search Jobs > Select a job > Change Orders tab). - Change Orders will increase or decrease the total contract amount accordingly. ...
Change Order Type
Job Change Order
Step by Step: Use job flags to assign a "sub-status" to the job outside of the default Open-Active, Open-Bid, Closed-Completed statuses. The job flag displays in several places including the Job Search screen and is can be used as a filter on most Job Costing reports. - Job Flags can be assigned via the Profile menu of each job. ...
Details: Use the Job screen to view all of the job information (Administration > Job Costing > Search Jobs). Preview Tab - A quick overview of the job The Preview tab also displays important job figures such as contract amount, budgeted expenses, earned revenue and more. The Preview tab is a quick, easy way to view the status ...
Original Contract (Bid)
pending change orders
cost to complete
add items to job
posting job labor
Details: Use the New Job screen to create a new job. Once the job is created, use the Job screen to add detailed information - for example, add phases, materials and budget information to the job. You can copy a job to save time and reduce data entry Are you creating a new job that is similar to one that already exists? Use the Create Cop...
adding a job
Make job active
Step by Step: Are you creating a new job that is similar to one that already exists? Use the Create Copy of this Job button on the Preview tab of the Job screen to copy an existing job, and then make any necessary changes to the job. Step 1: Open the job you want to copy (Administration > Job Costing > Search Jobs > Open the job). ...
open the job
create job copy
Details: Use the Job Materials Search screen to view all undelivered materials for Open-Active jobs (Administration > Job Costing > Search Job Materials). The screen is comprised of a Detail List tab and a Summary List tab. - The Detail List tab displays individual line items that need to be ordered per job. The Summary List tab combi...
search job materials
Details List Tab
Summary List Tab
Details: Use the Job Work Orders Search screen to view all work orders created for Open-Active jobs (Administration > Job Costing > Search Work Orders). By default, Work Orders are displayed based on the Scheduled Date for the current month. You can use the date filters in the upper right corner to view Work Orders by Scheduled Date or O...
search work orders
Use the Search Job Bills screen (Administration > Job Costing > Search Job Bills) to view all open or closed Job Bills created within a time frame. You can use the date filter in the upper right corner to toggle between Open and Closed Job Bills as well as different quarters. By default, open Job Bills for the current quarter are displa...
Details: The Job Cost Transfer feature allows you to move costs from one job to another without voiding or recreating any transactions (Administration > Job Costing > Job Cost Transfer). The Job Cost Transfer simply moves a specified amount based on phase and cost code from one job to another. The cost transfer displays on the general le...
Job Cost Transfer
Details: Use the Job screen to view and change the status of a Job (Administration > Job Costing > Search Jobs > Dbl click on a Job > Change Status). Open-Bid A bid is being presented to the customer. You are waiting for approval to begin the project. Once a job is Active, you may change it back to a Bid status as long as ...
Step by Step: There are four ways to add items to the job: #1 Add items manually Allows you to add items manually using the inventory tree or inventory search screen. #1 Click Add > Add Manually. #2 Select the appropriate phase from the drop down menu. You may change the Phase between adding each item. #3 The Cost Code will default to...
adding items from spreadsheet
Details: The best way to record the labor cost to jobs without using time cards would be to do the following: #1 When you enter in the Payroll journal entry into Evosus, add the following entries to the bottom of the journal entry to credit the wages accounts that will be expensed to Jobs and debit a payroll clearing account; see the screen s...
Details: Posting Job Labor Step 1: Approve Timecards – posts applied labor and burden based on job type GL selections Step 2: Recognize revenue – posts expense based on Timecard Cost Code GL selection Approve Timecards *Timecards must be marked as Approved to post as a cost on the job. GL Account Debit Credit Journal Jo...
Issue: I created a new job but realized it was done under the wrong customer and now when I attempt to cancel the job it says we are unable to because cost log records exist for the job. Resolution: Evosus will not allow you to cancel the job due to possibly open job bills, as well as cost log records existing. In this scenario you will...
job cost log
Details: Job Costing allows you to track, on a detail level, all labor, material and other costs associated to a particular job. With Job Costing, you can see true job profitability. However, it does take time to implement an efficient process to enter jobs and track all of the information. On smaller jobs, such as hearth and simple renovation...
Details: At some point throughout the job you will recognize revenue and profit - either as the job progresses (percent complete) or at the completion of the job (completed contract). Recognizing revenue will record earned revenue, actual costs and profit so the figures can post to the general ledger. Revenue Recognition is a manual process an...
Active Jobs Tab
Recognized Revenue Tab
Job Bill Percent Complete
Billing Use Job Bills to invoice a customer for work completed as the job progresses (Administration > Job Costing > Search Jobs > Select a job > Job Bills tab). Job Bills are similar to Invoices and Progress Bills in that they appear on the AR Aging and Customer Statements; however, it is important to note that revenue is not re...
Details: Accounting Use the Accounting Defaults tab on the Job screen to change the default settings on the job (Administration > Job Costing > Search Jobs > Open a job > Accounting tab). GL accounts, cost codes, tax, retainage and labor burden. All job accounting defaults come from the Job Type setup (based on the Job Type sel...
Details: Labor: Use the Labor tab to view all labor hours assigned to the job. Labor hours are entered in Approve Timecards and allocated to specific jobs using the Job Allocation grid. - Labor hours will appear on the Labor menu of the job as soon as the allocation is entered, but the time will be blue. This indicates the time has not been...