Ensure accurate customer billing - Making sure the customer gets charged for the appropriate hours and hourly rate (for all jobs other than flat rate / binding)

Keeping your payroll accurate - How to adjust crew member hours for the job so they only get paid for the hours they worked.

Locate the job in Accounting -  From the accounting module, select the "Jobs" tab.  Here you will find all jobs that are currently in progress.  If the list of jobs is long you can use the search box at the top of the table to search by customer name or job number.  Once you've located the job you need to adjust, click on the job number to go to the details screen.

Calculate the discount - For example, we have 3 crew members on a job and are charging $150/hr.  This job ended up taking 6 hours to complete ($900 billed), however one of our crew members had to leave 2 hours early.  In this scenario we'll need to credit the customer via a discount for the two hours we've billed at the 3 man rate but only had 2 crew members working.  An easy formula is (Total Moving Labor billed) - ((3 man hourly rate * hours we had 3 crews) + (2 man hourly rate * hours we had 2 crews)).  The amount we calculate here is our cash discount.

Sample Calculation - $150 * 6 hours = $900 billed to the customer.  We had 3 guys for 4 hours ($150/hr) for a total of $600 and we should have billed the final 2 hours at our 2 man rate ($100 * 2) = $200 dollars.  The total SHOULD have been $600 + $200 = $800.  However we actually billed $900 so we owe the customer a $100 refund.

Apply the refund - From the job details screen click "Discount" under the cost overview section.  Select "Amount Discount" from the list and enter the amount calculated in the previous step.  Once this is done, the crew can refresh their tablet and the discount will show up.

Locate the job in Accounting -  From the accounting module, select the "Jobs" tab.  Here you will find all jobs that are eligible to be closed out.  If the list of jobs is long you can use the search box at the top of the table to search by customer name or job number.  Once you've located the job you need to adjust, click on the job number to go to the details screen.

Edit Crew Hours - From the accounting job details screen you'll need to scroll down to the "Crew" section.  From here you can edit the payroll hours for each crew member that left early to accurately reflect the actual number of hours they worked.  You can edit the billable hours by clicking the "three dots" menu item next to the hourly wage line item and selecting the "Edit" option.  When the edit screen appears you can then adjust the hours the crew member should receive for this job.  See screenshot below:

Locate the job in Accounting -  From the accounting module, select the "Jobs" tab.  Here you will find all jobs that are currently in progress.  If the list of jobs is long you can use the search box at the top of the table to search by customer name or job number.  Once you've located the job you need to adjust, click on the job number to go to the details screen.

Add additional fee - Under the cost overview section in the job details screen, click on the add "Fee" button and enter the additional amount we need to charge for the late arriving crew members in the pop up.

Be sure to have your crew foreman refresh their tablet app after the fee has been added

Locate the job in Accounting -  From the accounting module, select the "Jobs" tab.  Here you will find all jobs that are eligible to be closed out.  If the list of jobs is long you can use the search box at the top of the table to search by customer name or job number.  Once you've located the job you need to adjust, click on the job number to go to the details screen.

Add Additional Crew Member(s) - If the additional crew member(s) were not already added to the job in the dispatch calendar, you will need to add them here. Navigate to the "Crews" section and click the Add CrewMember button.  You can now search for a crew member in the search box and add them to the job.  Repeat this step for any additional crew members.  Once the crew member(s) have been added, you'll need to adjust their hours to reflect what was actually worked.  

Add Crew Hours - From the crews section, locate the crew member that was added to the job.  You'll need to add an "Hourly Wage" for the crew member and specify the appropriate number of hours this crew member should be paid since they were not on the job the entire time.   Repeat this process for any other crew members that were late arrivals.