Job Items

The Job Items tab provides a detailed list of all products, materials, or parts required to complete the job. This tab helps technicians and back-office users understand what items are needed and ensures accurate planning, dispatching, and costing.

This information helps ensure technicians carry the correct items to the job site and assists the billing team in generating accurate invoices.

Field List and Descriptions

Sr. No.

Field Name

Short Description

1

Job item number

Auto generated unique number for each job items.

2

Job

Lookup field to determine the associated job.

3

Product

Lookup field for product which is added as job item.

4

List price

Shows list price of product upon saving the record.

5

Quantity

The quantity field specifies the number of units for a particular item or service included in the estimate.

6

Unit price

The unit price field specifies the cost per single unit of the item or service included in the job.

7

Discount

The discount percentage field allows users to apply a reduction to the cost of a specific item or service for the job.

8

Discount amount

The discount amount field shows the monetary value of the discount applied to a specific item or service in the job.

9

Tax percentage

The tax percentage field specifies the rate of tax applicable to a particular item or service in the job.

10

Tax value

The tax value field represents the monetary amount of tax applied to a specific item or service in the estimate.

11

Sub total

The subtotal field represents the total cost of an item before applying discounts and taxes.

12

Total price

The total figure represents the final cost of an item after applying discounts and taxes.

13

Billable?

Checkbox to determine whether the job item is to be included in invoice making.

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