Material & Labor tracking

Material & Labor tracking allows you to track both material and labor in a single line item on financial records.

⚠️Before you enable this feature, please check the FAQs section to ensure this is a feature you need as you cannot disable it after enabling. If you have questions, please contact support@jobnimbus.com. ⚠️

Table of contents

Enabling Material & Labor tracking

Add a Material & Labor line item with both Cost and Price

Add a Material & Labor line item to an Estimate or Invoice

FAQs

Additional notes

Enabling Material & Labor tracking

  1. As an Admin, log in to JobNimbus.
  2. Proceed to the drop-down in the top-right of the page under your name.
  3. Select Settings.
  4. From the options in the left-hand column, select Products & Services (1), and then, select Enable Material & Labor tracking (2).

Add a Material & Labor line item with both Cost and Price

  1. As an Admin, log in to JobNimbus.
  2. Proceed to the drop-down in the top-right of the page under your name.
  3. Select Settings.
  4. From the options in the left-hand column, select Products & Services.
    labormaterial2.png
  5. From the Products & Services section of the Settings, select Add Item.
    labormaterial3.png
  6. Via the Add Item pop-up window, select the "Item type" drop-down and select "Material & Labor".
    Image_14.png
  7. Input an Item Name, Description (if applicable), a unit name (ft, in, cm, etc.), costs, price, and tax (if applicable). To add additional units of measure, select Add Product Variation (1). To add the product to your Product and Services list, select  Add Product (2).
    Image_15.png

Product Variation was built to support one product so that it can have different/price and cost. For example to use the product shingles you can capture it by 1 shingle for a certain price, also by 1 box of shingles for a set price through selecting Add product variation.

Add a Material & Labor line item to an Estimate or Invoice
labormaterial6.png

  1. When creating an estimate or invoice within a contact or job record, select or create a product or service set to the type as "material & labor". If the product has been previously added via the Products & Services section of the Settings already, then just begin typing the item name. It will appear in a drop-down under the item-name block. 
  2. Input a description (if applicable), select the desired units of measurement (UoM), and quantity.
  3. Input a cost, price, and tax (if applicable) for material and labor, individually.

FAQs

Do Material & Labor Products and Services Sync with QuickBooks Desktop and QuickBooks Online?

Material & Labor Products and Services will be synced into QuickBooks Online and QuickBooks Desktop as two items. One will be synced for material and one for labor. The products synced as a material with being denoted as "Item Name (M)", and the products synced as labor will be denoted as "Item Name (L)".

Where can I use Material & Labor Products and Services?

Estimates, invoices, credit memos, and work orders are able to show the breakdown of cost, price, and tax for material & labor items. However, material orders and budgets will only show the breakdown of the costs of products.

Can Material & Labor tracking be disabled?

No. Once enabled, this will change how financial records work as well as syncing with QuickBooks. This would cause issues with any financial record with a material & labor line item.

Do I have to use Material & Labor line items once enabled?

No. You will still have the option of Material or Labor when creating new products and services.

Additional notes

  • Unit of measure is restricted to a total of 5 characters (i,e. "Sqft.").
  • Classes another aspect of job costing are now supported with Quickbooks Desktop.