How to Add Chargeable Labor and Materials to Work Orders for Commercial Admins

How to Add Chargeable Labor and Materials to Work Orders for Commercial Admins

How to Add Chargeable Labor and Materials to Work Orders

On the VTS Rise platform, your maintenance staff are able to add chargeable labor rates or materials to work orders before closing them out. In this article, you will learn the following:
  1. How to add Work Order Labor
  2. How to edit Work Order Labor
  3. How to Add Work Order Materials
  4. How to edit Work Order Materials

Work Order Labor

Adding labor rates to your platform will allow you to charge for the services that your maintenance team provides and/or let you track the amount of time that your team spends on Work Order requests. In this section, you will learn how to manage Work Order Labor on the VTS Rise platform. 

Add Work Order Labor

Step 1
Upon logging into the Admin Portal, select Operations from the left side menu.  Next, select Staff Assignments.




Step 2
Next, select the Labor Rates tab and then select Add Labor Rate.




Step 3
Enter a name for the new Labor Rate as well as the Rate (per hour).  Select Submit when finished.


Edit Labor Rates

Step 1
Upon logging into the Admin Portal, select Operations from the left side menu.  Next, select Staff Assignments.





















Step 2
Next, select the Labor Rates tab.



Step 3
Next, select the three dots to the right of the Labor Rate you'd like to edit.  Then select Edit Labor.



Step 4
Enter the new Labor Rate and then select Save Changes.



Work Order Materials

If you are charging for parts and materials you will want to maintain an accurate parts and materials list for your staff to add to work orders.  You can set up Material Categories and save materials related to that category within the Material Category.

Add Material Categories

Step 1
Upon logging into the Admin Portal, select Operations, then select Materials.



Step 2
Next, select the Material Categories tab and then select Add Category.



Step 3
Name the Material Category and then select Submit.




Edit Material Categories

Step 1
Upon logging into the Admin Portal, select Operations, then select Materials.




Step 2
Select the Material Categories tab.  Next, select the three dots to the right of the category that you'd like to edit and then select Edit Category.



Step 3
Enter the new name of the Material Category and then select Save Changes.




Adding Materials to a Material Category

Step 1
Upon logging into the Admin Portal, select Operations, then select Materials.



Step 2
Select the Material Categories tab.  Next, select the three dots to the right of the category and then select Add Material.



Step 3
Enter the Material details and then select Submit.  Required information is indicated with an asterisk (*).



Category: What category does material fall under. (Ex. Electrical, plumbing, HVAC.)
Name: Name of the Material.
Unit Cost: How much does one unit cost.
Part Number: If the material has a part number.
Manufacturer: Who manufactured the specific material.
Is Basic Tax Applicable: Would you want to add a tax rate for this item.
Is Mark-up Rate Applicable: Do you want to mark up the price for the end user. (Ex. A lightbulb costs $1 but you are charging the end user $2.)
Track Inventory: If you are tracking how many you have for inventory purposes select Yes.

You can also add materials to categories by selecting the Materials tab from the top filter, followed by Add Material. Enter the material information and select Submit to complete the action.



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