Work Order Costing

By |2021-07-22T13:49:58-05:00July 21st, 2020|Comments Off on Work Order Costing

Type: Custom Data View

Reports Included: Yes

Description: List of Work Orders and the Invoices, Sales, Estimates, and Credits they are assigned to with costing and sales totals analysis.

Drill Down: Yes, opens the work order

Columns and data for the Work Order Costing Custom Data View are outlined below:

Column Name Form Field Notes
Technician Assigned Work Order : General Tab Assigned To
Employee Alias Work Order : General Tab Assigned To
Customer Name Work Order Customer:Job
Customer Display Name Work Order Customer:Job
WO Date Work Order : General Tab Date
WO Number Work Order Work Order #
WO Duration Work Order : General Tab Duration in Minutes
WO Start Time Work Order : General Tab Start Time
WO End Time Work Order : General Tab Calculated Field Start Time times Duration in Minutes
WO Status Work Order Status
WO Type Work Order : General Tab Work Order Type
WO Department Work Order : Additional Info Tab Department
WO Full Department Work Order : Additional Info Tab Associated Department Full Name
WO Dept Alias Work Order : Additional Info Tab Associated Department Alias
WO Hours Timesheets Calculated Field Sum of hours for technician where the Work Order is assigned on timesheet entries
WO Labor Cost Timesheets Calculated Field Sum of timesheet hours times current rate where the Work Order is assigned to the Timesheet for the technician.  These rates may be reviewed in the Job Costing Time Sheet Details CDV.
WO Labor Liability Timesheets Calculated Field Sum of timesheet hours times current liability rate where the Work Order is assigned to the Timesheet for the technician.  These rates may be reviewed in the Job Costing Time Sheet Details CDV.
WO Total Labor Cost Timesheets Calculated Field Sum of WO Labor Cost and WO Labor Liability.
Labor Price Total Timesheets Calculated Field Sum of Amount for items that are service types with the Used for Labor Only option checked within the item setup Accounting Tab.
WO Parts Work Order : Items Tab Calculated Field Sum of Items Estimated Cost for all items that are type Inventory Part and Non-inventory Part.
WO Equipment Work Order : Items Tab Calculated Field Sum of Items Estimated Cost for all items that are type Serialized.
WO Parts Total Work Order : Items Tab Calculated Field Sum of WO Parts plus WO Equipment.
WO Other Work Order : Items Tab Calculated Field Sum of Items Estimated Cost for all items that are type Other Charge, Discount, and Service that are not marked as Used for Labor Only.
WO Total Cost Work Order : Items Tab Calculated Field Sum of WO Labor Cost plus WO Labor Liability plus WO Parts plus WO Equipment plus WO Other.
WO Total Work Order : Items Tab Calculated Field Sum of Amount for all parts.
WO GP Work Order : Items Tab Calculated Field WO Total Cost minus WO Total.
WO GPM% Work Order : Items Tab Calculated Field (WO Total Cost Minus WO Total) divided by WO Total times 100.
WO Brief Description Work Order : General Tab Brief Description (formerly Description)
WO Detailed Description Work Order : General Tab Detailed Description (formerly Directions/Special Instructions)
WO Private Notes Work Order : Notes Tab Private Notes
WO Technician Notes Work Order : Notes Tab Technician’s Notes (formerly Notes)
Tran Type Invoice/Sale/Credit/Estimate Type located in Title Bar
Tran Date Invoice/Sale/Credit/Estimate Date
Tran Number Invoice/Sale/Credit/Estimate Number
Tran Total Invoice/Sale/Credit/Estimate Total
Invoice Tax Total Invoice/Sale/Credit/Estimate Tax Total
Invoice Labor Cost Invoice/Sale/Credit/Estimate Calculated Field Sum of timesheet hours times current rate plus hours times current liability where the Work Order is assigned to the Timesheet for the technician.  These rates may be reviewed in the Job Costing Time Sheet Details CDV.
Invoice Material Cost Invoice/Sale/Credit/Estimate Calculated Field Sum of Total Cost for all items that are type Inventory Part and Non-inventory Part.
Invoice Equipment Cost Invoice/Sale/Credit/Estimate Calculated Field Sum of Total Cost for all items that are type Serialized.
Invoice Other Cost Invoice/Sale/Credit/Estimate Calculated Field Sum of Total Cost for all items that are type Other Charge, Discount, and Service that are not marked as Used for Labor Only.
Invoice Total Cost Invoice/Sale/Credit/Estimate Calculated Field Sum of Invoice Labor Cost plus Invoice Material Cost plus Invoice Equipment Cost plus Invoice Other Cost.
Invoice GP Invoice/Sale/Credit/Estimate Calculated Field Invoice Total minus Invoice Total Cost.
Invoice GPM% Invoice/Sale/Credit/Estimate Calculated Field (Invoice Total minus Invoice Total Cost) divided by Invoice Total times 100.
Cost Difference Invoice/Sale/Credit/Estimate Calculated Field Invoice Total minus WO Total Cost.
Revenue Difference Invoice/Sale/Credit/Estimate Calculated Field Invoice Total minus WO Total.
Invoice Details Invoice/Sale/Credit/Estimate Details Details
Original Tech Name Work Order : General Tab Callback Label Employee Name
Company Name Work Order Associated Customer:Job Company
Customer Contact Work Order : Address Tab Contact
Phone Work Order : Address Tab Phone/Ext
Phone Ext Work Order : Address Tab Phone/Ext
Cell Phone Work Order : Address Tab Cell Phone
Fax Work Order Associated Customer:Job Fax
Alt Phone Work Order : Address Tab Alt. Phone
Alt Contact Work Order : Address Tab Alt. Contact
Email Work Order : Address Tab Email
Address Work Order : Address Tab Bill To Address
Address2 Work Order : Address Tab Bill To Address2
City Work Order : Address Tab Bill To City
State Work Order : Address Tab Bill To State
Zip Work Order : Address Tab Bill Zip
Work Address Work Order : Address Tab Work  Address
Work Address2 Work Order : Address Tab Work Address2
Work City Work Order : Address Tab Work City
Work State Work Order : Address Tab Work Address State/Province
Work Zip Work Order : Address Tab Work Address Zip/Postal
Tran Sales Rep Alias Invoice/Sale/Credit/Estimate Associated Customer:Job Sales Rep Alias
Tran Sales Rep First Name Invoice/Sale/Credit/Estimate Associated Customer:Job Sales Rep First Name
Tran Sales Rep Last Name Invoice/Sale/Credit/Estimate Associated Customer:Job Sales Rep Last Name
Cust:Job Sales Rep Alias Work Order Associated Transaction Sales Rep Alias
Cust:Job Sales Rep First Name Work Order Associated Transaction Sales Rep First Name
Cust:Job Sales Rep Last Name Work Order Associated Transaction Sales Rep Last Name
WO User Created Work Order WO Security Label
WO Date Created Work Order WO Security Label
WO User Revised Work Order WO Security Label
WO Date Revised Work Order WO Security Label
Tran User Created Invoice/Sale/Credit/Estimate Transaction Security Label
Tran Date Created Invoice/Sale/Credit/Estimate Transaction Security Label
Tran User Revised Invoice/Sale/Credit/Estimate Transaction Security Label
Tran Date Revised Invoice/Sale/Credit/Estimate Transaction Security Label
WorkOrderID Work Order Table ID of Work Order
EmployeeID Work Order Table ID of Assigned To Employee
CustJobsID Work Order Table ID of Customer:Job
DeptID Work Order Table ID of Department

Share This Story, Choose Your Platform!

About the Author:

HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

Newsletter

Sign-up to get the latest news and update information. Don’t worry, we won’t send spam!

Thank you for your message. It has been sent.
There was an error trying to send your message. Please try again later.
Go to Top