Service Titan Knowledge Base

How do I differentiate between labor costs for different jobs or phases when invoicing a project?Last updated on 05/12/2023

This article explains how to track job costs and project phases in Accounting Core. Specifically, it addresses the problem of not being able to differentiate between labor costs for different jobs or phases when invoicing a project.

LEGAL DISCLAIMER: This article was created from a ticket used to solve a specific tenant issue, and has not been verified by an SME. Nothing stated in this article should be construed to be legal advice. The content in this article is provided “as is” and no representations are made that it is error-free. ServiceTitan disclaims all liability for any problem that might arise from using this article to troubleshoot an issue within your environment.


Problem

When invoicing a project, it can be difficult to determine where labor costs are coming from in order to bill phases properly. While purchase orders indicate the job or phase they are on, labor costs do not. This can result in the need to manually download and sort an Excel sheet, which is time-consuming and frustrating.


Solution

To resolve this issue, follow these steps:

  1. Go to the Project you want to invoice.

  2. Click on the Financials tab.

  3. Under Budget vs Actual, click an Actual amount that has the Labor tag. 

  4. Click the Timesheet link to see where the labor cost came from.

  5. Review the timesheet to determine which job or phase the labor cost is associated with.

  6. Go back to the invoice and adjust the phase or job information as necessary based on the information from the timesheet.

Note: It is not possible to have a distinct view of job costing under project costing. Therefore, the only way to see where labor costs come from is to view labor Actuals and review the timesheet.

By following these steps, you can track job costs and project phases more accurately and ensure that invoices are properly billed.


Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.


Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.