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Video tutorial

Labor

Who does each job's work and what it costs: Subs for the subcontractors you hire, Hours for your own crews.

Production
3:42

Chapters

0:00 Intro 0:13 Labor sheets 0:32 The job's labor 0:54 The crew 1:14 Payments to the sub 1:35 Sub change orders 1:49 Payments 2:04 Sub list 2:28 Crew schedule 2:50 Hours by job 3:11 Crews and rates

Transcript

Since this video: you add the people for your crews under Labor, then Crews & rates, on any plan. On Solo and Crew, you set each person's cost an hour there too (Add a person or Edit). On Company, Payroll's People and rates holds their pay rates.

Labor shows who does each job's work and what it costs. It has two halves: Subs, for the subcontractors you hire, and Hours, for your own crews. This video covers both.

Labor sheets

Open Production, then Labor. Under Subs, Labor sheets lists every project's sheet, with the crew, the start date, what's paid, what's left and what's owed now. Click New labor sheet and pick the project, or open one from the list.

The job's labor

A labor sheet holds the job's labor, the crew and the payments. Click Pull labor from the quote to bring in the sub's share of the signed quote. Your own crew's hours go to the job's crew budget instead. Then change what you agreed, or add lines by hand, with the work, the quantity and the total.

The crew

Under The crew, click Pick the crew and choose a sub. You'll see their trades, whether they're free, and their base price for this kind of job. The deal's chat hears the job, the address, the start and the scope, never the price. Then set Agreed: waiting for the sub, negotiating, or confirmed.

Payments to the sub

The sub is paid in three parts: when the job starts, after installation, and at completion. Each comes due as the project reaches its step. Owners and admins click Pay, enter the amount, the day and how it was paid, and can photograph the check. Click Another payment for a deposit or an advance.

Sub change orders

Extra work for the sub goes under Add a change order for the sub, with its own lines and its own payment. Sheet for the sub prints the sheet in the sub's language, English or Spanish.

Payments

The Payments tab lists every payment to every sub. Group it by project, status, sub or month paid, and filter for what's due now. Owners and admins can pay or undo a payment right from the list.

Sub list

Sub list is your book of subs. Click Add a sub for their trades, contact, insurance date, license, language, and how good their work is. Add their usual prices, per job, per square foot or per fixture. The list flags insurance that's expired or ending soon. Owners and admins can import subs from a spreadsheet.

Crew schedule

Switch to Hours for your own people. Crew schedule shows your crews over two, four or six weeks. Drag across a row's days to book that crew on a job, drag a bar to move it, or drag its ends to change the days. Days off and double bookings show on the grid. Or click Book a crew to fill in a booking yourself.

Hours by job

Hours by job compares each job's planned hours with the hours logged on time sheets, for the last thirty or ninety days, the last twelve months, or all time. Members see each job's totals. Owners and admins also see what the time cost at each person's rate. Viewers see the schedule only.

Crews and rates

Crews and rates shows each crew with its people, its lead and its next job. Click New crew for a name, what they do, a color and its people. Labor, then Crews & rates: add the people, then build crews. On Solo and Crew, set each person's cost an hour there. On Company, Payroll's People and rates holds their pay rates. Owners and admins see the crew's cost per hour.

Pick the crew early, so the deal's chat knows who's coming, and record each payment to the sub on the sheet. Next: Change orders.

Filmed in ECHOPS with sample data.

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