Jobs and costs

A job is a project or site you work on. Put tools and stock on a job, and QuipTrak works out what the job costs.

Jobs need the Crew plan or higher.

Who can do this: Staff create, close and reopen jobs. Anyone who moves a tool or stock can pick the job it goes on. Only owners and admins see job costs and set day rates.

Create a job

On the Jobs page, select New job.
Enter the Job number, Name, Client, Site address, Start date and End date.
Leave the job number blank to get the next number. Numbering is automatic and on by default: numbers start with “J-” and have 6 digits. Owners and admins can change this in Settings > Company.

The end date can’t be before the start date.

Put tools and stock on a job

Check out, give, take, transfer and the stock keypad all have Job (optional). Pick the job there.

Closed jobs can’t be picked.
A tool leaves the job when it is checked in, checked out or transferred with no job. It also leaves when its status changes.
A give or a take keeps the job.

A job site holder can be linked to one job on the Holders page. Tools checked out to that holder go on that job, and the job is picked for you.

Close and reopen a job

Open the job and select Close job.
Tools still on the job come off it, but they keep their holder.

To open the job again, select Reopen job.

If tools are still on a job the day after its end date, owners and admins are told.

See job costs

Only owners and admins can see job costs.

Open the job. The Job costs section shows what the job has cost so far. To save a copy, select Download CSV.

Costs are worked out fresh each time you open the page. They are not stored. The page has three parts:

Tool days. Each calendar day a tool is on the job counts as one full day. The count runs up to today or the close date. The setting Leave weekends out of job costs in Settings > Company is off by default.
Rates. A tool uses its own day rate for that day. If it has none, it uses its item type’s rate. With neither, the day counts as 0, and the page says so.
Consumables. Quantity issued times unit cost at issue, minus returns. Returns are credited at the job’s average. The columns are Issued, Returned, Net and Cost.

The same costs are in the reports under Job costs.

Set a day rate

Day rates are for tools only. Set them on a tool’s page or on an item type’s page. Consumables don’t have day rates.

Under New rate, enter Effective from and Rate per day (an amount like 85 or 85.50).
Select New rate from (the button shows the date you picked).

To stop a tool’s own rate and use its item type’s rate, select Use the item type rate. To see earlier rates, open Day rate history.

Rates are never edited or deleted. To fix a wrong rate, add a new one. Set its Effective from date on or before the first wrong day.