What are the different labor methods?
New x.doc Different Types of Labor Settings
Introduction
In x.doc, you can use three labor methods to create proposals: Per Item, Overall, and Custom. Each method offers unique ways to manage your proposal, tailored to your specific needs. Here's how to use them:
Changing Labor Method
To switch between labor methods:
Navigate to the x.doc Settings.
Select the Settings option and choose your preferred labor type.
Remember, after updating the labor type, you'll need to create a new proposal to apply the updated labor settings.
Per Item Labor Method
The Per Item method applies labor settings to each individual item in your BOM.
Switch to the Per Item labor type.
Add new labor and update existing labor in your proposal.
Manage labor values for products in your library using the "Manage Labor" option.
On the "Rooms & Items" page, update an item's labor settings by clicking the "Labor Settings".
Select "Per Item" labor, adjust the Labor Headers for the proposal, and save your settings.
Overall Labor Method
The Overall method applies labor settings to the entire proposal.
Switch to the Overall labor type.
Create a new proposal to see the updated labor.
On the "Rooms & Items" page, update your labor settings by clicking "Labor Settings" for a pre-existing proposal. Select "Overall" labor, adjust Labor Headers, and save your settings.
The added labor will be displayed in your pricing breakdown section.
Custom Labor Method
The Custom method allows you to create custom labor items and apply unique rates and markups/margins.
Switch to the Custom labor type.
Create a new proposal to see the updated labor.
On the "Rooms & Items" page, update your labor settings for pre-existing labor by clicking "Labor Settings." Select "Custom" labor, add labor, update rates, apply Global Markup on Labor, and save your settings.
View your labor under the Labor breakdown section on your x.doc editor page and client PDF.
Introduction
In x.doc, you can use three labor methods to create proposals: Per Item, Overall, and Custom. Each method offers unique ways to manage your proposal, tailored to your specific needs. Here's how to use them:
Changing Labor Method
To switch between labor methods:
Navigate to the x.doc Settings.
Select the Settings option and choose your preferred labor type.
Remember, after updating the labor type, you'll need to create a new proposal to apply the updated labor settings.
Per Item Labor Method
The Per Item method applies labor settings to each individual item in your BOM.
Switch to the Per Item labor type.
Add new labor and update existing labor in your proposal.
Manage labor values for products in your library using the "Manage Labor" option.
On the "Rooms & Items" page, update an item's labor settings by clicking the "Labor Settings".
Select "Per Item" labor, adjust the Labor Headers for the proposal, and save your settings.
Overall Labor Method
The Overall method applies labor settings to the entire proposal.
Switch to the Overall labor type.
Create a new proposal to see the updated labor.
On the "Rooms & Items" page, update your labor settings by clicking "Labor Settings" for a pre-existing proposal. Select "Overall" labor, adjust Labor Headers, and save your settings.
The added labor will be displayed in your pricing breakdown section.
Custom Labor Method
The Custom method allows you to create custom labor items and apply unique rates and markups/margins.
Switch to the Custom labor type.
Create a new proposal to see the updated labor.
On the "Rooms & Items" page, update your labor settings for pre-existing labor by clicking "Labor Settings." Select "Custom" labor, add labor, update rates, apply Global Markup on Labor, and save your settings.
View your labor under the Labor breakdown section on your x.doc editor page and client PDF.
Updated on: 11/13/2024
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