Automatically apply labor item calculations for specific job types with client-specific pricing. Labor items update automatically when you add or edit timesheets or switch rate sheets on an invoice. This ensures accurate and consistent billing without manual adjustments.
For example:
If you add a 2-hour timesheet at a $20/hour rate, the invoice is automatically updated to reflect $40.
After switching to a $30/hour rate, the invoice updates to $60.
Who uses this feature
Administrators, managers, accountants
Primarily for Commercial Service and Commercial Construction business types
Applies to all trades
Feature configuration
Account configuration is required to use this feature. Please reach out to your Customer Success Manager (CSM) for details.
Things to know
Automation only applies if the invoice is in pending status.
Labor items are automatically recalculated on invoices for the selected job types.
Enable automatic calculation for job types where consistent and rules-based labor pricing is needed.
How automatic calculation works
When you turn on automatic labor calculation and select specific job types, the system recalculates labor items for you. No need to click Calculate button on the invoice. Here's how it works in different scenarios:
Adding a timesheet
When you add a new timesheet event on the job, the system automatically recalculates labor costs on the invoice.
Example: You log a 2-hour timesheet for a job with a $20/hour labor rate. The invoice updates automatically: 2 hours × $20 = $40.
Editing a timesheet
If you update an existing timesheet on the job, the labor costs recalculate based on the new time on the invoice.
Example: You change a timesheet from 9:00–10:00 AM to 9:00 AM–12:00 PM. With a $20/hour rate, the invoice adjusts to: 3 hours × $20 = $60.
Changing the Rate Sheet
When you switch the rate sheet on a job, the labor costs recalculate on the invoice.
Example: The original rate sheet had a $20/hour rate. You switch to one with a $30/hour rate and have a 2-hour timesheet. The invoice updates to: 2 hours × $30 = $60.
Removing the Rate sheet
If you remove a rate sheet from a job, you choose:
Default to Pricebook Prices: Labor items recalculate based on your Pricebook.
Keep Current Prices: Labor items do not recalculate. The invoice keeps current item prices and quantities.
Select job types
To choose the specific job types that use automatic calculation:
Go to the navigation bar and click Pricebook.
In the side panel, click Pricing Builder.
On the Client Specific Pricing screen that opens, click Settings.
The Settings pop-up opens Select the job types you want to automatically calculate labor items for.
When finished, click Save.
Note: When a timesheet is modified, labor items are automatically recalculated. If you need to adjust the quantity or price of a labor item manually, first remove the rate sheet. Otherwise, any changes you make will be overwritten the next time the timesheet is updated.