Time + Material - Create Default Add-Ons

If your organization commonly bills customers for add-ons that are not included in markups or fees, such as insurance premiums, set these add-ons as defaults on the Time + Material Installation Add-Ons tab.

The system applies these defaults to all T+M jobs; however, you can customize these settings per job as needed.
  1. Select System Administration > Installation > Time + Material.
  2. Click the Add-Ons tab.

    For field descriptions, see Time + Material Installation - Add-Ons.

  3. Click New to create a new line entry.
  4. Enter an add-on code and description.
  5. For Rate, enter the add-on amount.
  6. Enter the Cost Types to include in this add-on. In the Add-on Cost Types window:

    • Click Add to view additional cost types available in the system.

    • To select multiple cost types, press and hold the Shift or Ctrl key while you make your selections.

    • When you are finished selecting cost types, click OK to return to the Add-On tab.

  7. When you are finished setting up add-ons, click Save.