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Labor Presets

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

Christa Moody avatar
Written by Christa Moody
Updated in the last 15 minutes

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

PLEASE NOTE:

  • Company Labor Presets can only be used with company labor rates (set in Settings>Company>Labor Rates)

  • Office Labor Presets can only be used with unique office labor rates (enabled and set in Settings>Offices>"Office Name">Labor Rates).


To use Company Labor Presets with Company Labor Rates:

Create the Labor category and presets 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 to the existing default Labor Presets category, or you click into the blank category field, enter and add a new category, and add labor presets to that new category.


In the window that appears 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.


To use Office Labor Presets with Unique Office Labor Rates:

Create the Labor category and presets in your Office Settings. To do this, go to Settings > Office > "Office Name" > Labor Presets. From this page you can click +Add Labor Preset to add a new one to the existing default Labor Presets category, or you click into the blank category field, enter and add a new category, and add labor presets to that new category.

(As a reminder, please enable unique office labor rates in your office settings to use office labor presets.)

Add a Labor Preset to an Item:

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 search for and 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 reach out to us in Support Chat if you have any questions!

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