Finalizing a job allows you to calculate what to charge on the final invoice. By finalizing the job in the account tab, you are able to track your estimated vs. your actual amounts to better improve your estimation process.
Finalize a Job
Once the job has been completed you are ready to finalize the job from the account tab.
Step 1: Navigate to the account tab of the job that you are ready to calculate the final charges for.
Step 2: Select Finalize.
Step 3: Enter the actual values for the job.
Labor Time: The total number of hours that the crew worked for the job.
Can also select Switch to Start and End Times, for this option you will enter the time that the job started and the time that the job ended.
Travel Time: The time it took to travel from the office to the origin plus the time to travel from the destination back to the office.
Tips: The amount in tips that the crew received.
Include Travel Time in Billable Time? If this box is selected the travel time will be included in the billable time, if not selected the travel time will not be included in the time that is billed to the customer.
Deductions: Any time deductions that need to be made from the labor clock.
Minimum Job Time: The minimum time that can be charged for the job.
Number of Trucks: The number of trucks that were used for this job.
Number of Crew: The number of crew members that worked this job.
Invoiced Weight: The weight of the shipment that is to be reflected on the invoice.
Can also select to Switch to Gross and Tare Weight, for this option you will enter the tare weight and the gross weight of the shipment and SmartMoving will calculate the net weight.
Step 4: Select Finalize
Note: To finalize a job without calculating wages click the drop-down menu and select Finalize without wages.
Step 5: Select if you would like to send the move review email and the contract to the customer.
Step 6: The final charges have now been generated. You may now make any necessary additional changes to the final charges of the job.
Note: Items you are able to complete at this step include, collect payment, add any additional charges, calculate crew payroll, add additional notes, edit job times, add a discount, etc.
Step 7: Close out to the job. You can either:
Close out the job with a zero-dollar balance.
Close out the job with a remaining balance. The job will then be found in your Account Balances section of the accounting module.
Note: From the drop-down menu you can also select to Reset or Re-Finalize the job.
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