It would be nice if the equipment allocation screen would allow work orders to be entered, not just jobs. We use equipment on our work orders too. Is there another place to enter the equipment that I am missing?
by: Christy R. | over a year ago | Equipment Management
Comments
We too need a way to allocate equipment charges to work orders. There appears to be no way of allocating it directly to work orders, like you can for contract jobs. This creates an abnormally high, and incorrect, gross margin for some work orders. We do allocate equipment to the contract job (day work job) under which all work orders are completed, but this does not show in work order costs.
Please add an option in the Equipment Allocation screen for Work Orders as there is currently no way to simultaneously enter equipment cost to a work order and recognize the associated equipment revenue.
Please add this feature. A few of our clients require this functionality. Currently, you need to have a job whenever you use the equipment for a work order. Then make equipment a part in 9-2, then attach the equipment part in the work order to bill the client for equipment use. Then you would turn around and allocate it to the job (hence the integration request). This workaround isn't efficient and increases the chances of an error.
This will then tie into Daily payroll entry under the column Operated Equipment.
To bring everything home, Equipment Allocation integrates with 11-2. 11-2 posts equipment used in the Dispatch tab as Operated equipment in 5-5-1. 11-2 also uses set billing rates in the Invoice tab.
To add a way to allocate attachments on the same daily payroll record payroll line would be ideal. Our equipment has interchangeable parts and changes the value of the cost based on the attachment. I'm surprised as a construction software that this would not have been done. I'm not sure how many votes this would need, to get implemented but I wouldn't think the addition of attachments on the same line would be any different then using the rental equipment column.