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Get Started with Job Cost & Billing (22 Videos)

Set up job cost and billing in ToolWatch, track and adjust charges, post them, and run reports and exports. 22 short videos, in order.

22 articles
(1 of 22) Company CalendarSetting the company’s default work hours and adding holidays to the Company Calendar used for job cost and billing.
(2 of 22) Creating Cost CentersCreating a cost center and setting its rate sheets, billing rules, project calendar, return time rules, and notes.
(3 of 22) Creating Cost CodesCreating optional cost codes that explain what a charge is for, and linking them to a cost center or code group.
(4 of 22) Create a Tools and Equipment Rate SheetCreating a tools and equipment rate sheet: rate rules, job cost vs. billing, calculation methods, and charge amounts.
(5 of 22) Copying a Rate SheetSaving time by copying an existing rate sheet, then changing its number, description, and rates.
(6 of 22) Exporting a Rate Sheet to ExcelPublishing a rate sheet to Excel to edit the rates there, then importing the changes back into ToolWatch.
(7 of 22) Create a Materials & Consumables Rate SheetCreating a materials and consumables rate sheet, which uses only the Assignment calculation method.
(8 of 22) Adding a Related ChargeAdding a related charge, such as a delivery fee, to an item on the billing side of a rate sheet.
(9 of 22) Attach Rate Sheets to Cost CentersAttaching tools and equipment and materials and consumables rate sheets to a cost center on the Project Rates tab.
(10 of 22) Relating a Cost Center to a LocationLinking a cost center to a location so it fills in automatically when that location is the transfer destination.
(11 of 22) Initiate Job Cost and Billing ChargesStarting charges by processing a transfer ticket to a location that has a cost center and rate sheet.
(12 of 22) Calculate and View Un-Posted ChargesCalculating charges for selected cost centers in the Billing Browser and viewing un-posted job cost and billing lines.
(13 of 22) Viewing the Invoice BrowserGenerating invoices in the Invoice Browser by charge type, cost center, and dates, then printing them.
(14 of 22) Adding a Miscellaneous ChargeAdding a miscellaneous charge or credit to an item in the Billing Browser, then recalculating the cost center.
(15 of 22) Reporting Un-Posted DataRunning un-posted billing summary, detail, and transaction reports from Reports and Graphs.
(16 of 22) Stop ChargesStopping charges by returning items from a job site to stock with Express Check-In on a transfer ticket.
(17 of 22) The Equipment Usage LogLogging the actual hours equipment was used so hourly charges for a cost center are accurate.
(18 of 22) Reporting a Lost ItemRetiring a tool as lost so lost-item charges apply to the cost center it was assigned to.
(19 of 22) Post Job Cost and Billing ChargesRecalculating charges, checking them in the Billing Browser, and posting them for selected cost centers.
(20 of 22) Reporting Posted ChargesRunning posted billing detail and summary reports, as a PDF with Print Data or as Excel with Export Data.
(21 of 22) Create a Custom Export TemplateCreating a custom export template by choosing and ordering the fields to include in a job cost export.
(22 of 22) Export Job Cost DataExporting posted or un-posted job cost and billing data for a cost center with a custom export template.