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Labor Presets

Use Labor Presets to quickly add labor to items in your projects!

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Written by Clayton
Updated this week

If you have labor values that are standard for particular types of items, Labor Presets can help you to quickly and easily add saved labor values to the line items in your project.


To use Labor Presets:

  1. Create the Labor preset in your Company Settings.

    To do this, go to Settings > Company > Labor Presets. From this page you can click +Add Labor Preset to add a new one, or click on an existing labor preset to edit it.


In the window that pops up you can name the labor preset and add a description.

Add the desired number of minutes for each labor type within each labor category. The labor types displayed here are based on the labor types and rates set in Settings > Company > Labor Rates. Here is more information on setting default labor rates.


Once labor presets are added in Company Settings, you can attach them to specific items within your projects.

2. Attach Labor Presets to Items in your Projects.


To do this, open a project to the Builder, and select a line item to open the Edit Item window.


In the Integrate/Labor section, you will see a Labor Preset dropdown menu where you can select the desired labor preset, then click Save.


Once you have added the labor preset to the item, it will automatically apply the appropriate labor amounts based on the preset.

Note that you cannot manually adjust the labor when a preset is in place. If you do want to make small tweaks to the labor after a preset is added, you can remove the preset, then make adjustments. Removing the preset will not remove the labor associated with that item, but it will open up the labor fields for editing.

Hope this helps! Please feel free to reach out to us on the Support Chat if you have any questions!

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