Can an Item have multiple labor phases?

multiple labor phases on one itmeMultiple Labor Phases on an Item

In the American frontier, many occupations required you to be a jack of all trades and perhaps king among them was the pioneer doctor. Pioneer doctors were regularly tasked with being general physicians, dentists, pharmacists, surgeons, anesthesiologists, and more. As they were often the most educated person in town, doctors sometimes took on even more diverse roles. David “Doc” Swinson Maynard, a physician in Washington Territory in the 1850s, had his finger in pretty much every pie in the bustling village that is now present-day Seattle. In addition to his physician duties, he was the hospital administrator, druggist, superintendent of schools, justice of the peace, lawyer, notary public, and enterprising businessman.

Items Are Like Pioneer Doctors

Items, like pioneer doctors (okay, okay, so it’s kind of a stretch), often require labor above and beyond one single labor phase. That’s why iPoint makes it easily to add multiple labor phases to a single item—allowing you to plan for all of the necessary labor time on a work order, as well as get paid for each of those labor phases.

primary labor phaseSetting the Primary Labor Phase

Setting an Item’s Labor Phases

An item’s primary labor phase is set in the Items module, in the main Product Details tab.

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Adding an Additional Labor Phase as an Accessory

Setting Additional Labor Phases

Any additional labor phases should be added as accessories to the item. For example, programming a TV would be beyond the primary labor phase of System Install.

To add additional labor phases to an item:

  1. Go to Items module > Accessories Tab
  2. In the next available Item field, add your Labor Phase; for example, Programming
  3. Enter the number of hours in the Qty field

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Note: The accessory Default checkbox is ticked by default—meaning that this additional labor phase will show up as an accessory to the item each time you add the item to a proposal.

default checkboxDefault Checkbox Indicates This is a Default Accessory for the Item

multiple labor phases on proposalAdditional Labor Phase Showing on the Proposal

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Last modified: 10 Jul 2023

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