Calculate labour costs for quotes

YourTradeBase allows you to easily enter labour costs for each of your quote or estimate works items.

You can calculate your labour costs in 2 ways:

Once you have entered labour costs to your quote, you can easily view the total labour breakdowndownload them to PDF or print them.

You can also choose how to display labour costs on your quotes

Adding new labour costs

If you have a new rate of labour to enter to your quote, or if you haven’t set up your labour rates:

  1. Within the quote item you want to add labour costs to, click on the ‘Labour‘ price field

invoice-item-labour-field-empty

  1. The ‘labour panel’ for that item will open from the left-hand side of the screen.
  2. For each item of labour you want to cost, enter:
    • A description for that labour item (describe the labour rate you are charging for e.g. Standard labour, out-of-hours labour, plasterer labour etc)
    • The number and type of units being priced (select from hours, days, sq. mtr., sq. ft., units, etc)
    • The rate for that unit item (how much per hour, day, sq. ft. etc?)
    • Any markup you wish to apply to the labour cost.
    • The total will be automatically calculated based on: units x unit rate + markup %
    • You can enter as many labour rate items as you need. The running total will automatically update for every item you add.

labour-rate-panel

  1. Click ‘back to quote‘ when you’re done

The running total will then be displayed in the ‘Labour‘ field for that quote item.

invoice-item-labour-field

You can add labour costs to as many quote items as you need.

Labour rates will be saved when you click the ‘Create‘ or ‘Save‘ buttons for your quote.

New labour rates entered will be auto-saved to your labour rate price list

Any new labour rates you enter with a description will be saved to your labour rates price list. Learn more about managing your labour rates in your price list.

Selecting labour costs from your labour rates price list

If you have entered labour into previous paperwork, or you have set-up your labour rates in your price list, you can easily select those labour rates when creating or editing your quotes:

  1. Within the quote item you want to add labour costs to, click on the ‘Labour‘ price field

invoice-item-labour-field-empty

  1. The ‘labour panel’ for that item will open from the left-hand side of the screen.
  2. For each item of labour you want to cost, click the ‘add from your labour rates‘ button.
  3. A drop-down selection will appear for you to choose which labour rate you want to use. Select the rate you want to use, the following details will be populated for you:
    • The description for that labour item
    • The rate for that labour item
    • Any markup included for that item
  4. Enter the units required for this labour rate. The total will be automatically calculated based on: units x unit rate + markup %.
  5. You can enter as many labour rate items as you need. The running total will automatically update for every item you add.

labour-rate-panel-autocomplete

  1. Click ‘back to quote‘ when you’re done

The running total will then be displayed in the ‘Labour‘ field for that quote item.

invoice-item-labour-field

You can also enter new labour rates into your labour panel – see above for adding labour rates

You can add labour costs to as many quote items as you need.

Your labour rates will be saved when you click the ‘Create‘ or ‘Save‘ buttons for your quote.

Viewing your quoted labour costs

You can view a total list of all labour that you’ve entered for a quote from the quote view page:

  1. Select the quote you want to see the labour for
  2. On the right-hand side, click the ‘X hours of labour‘ link. If no labour hours are shown, then labour has not been entered into this quote. You can add labour by clicking the ‘edit‘ button at the top of the quote screen, if required.
  3. A blue labour panel will open from the left-hand side which will total all the labour you entered into your quote along with a running total.

qyuote-labour-hours

Click ‘close labour list‘ when you are ready to return to your quote.

You can easily download this list to a PDF, or print it out from your browser:

Downloading to PDF or printing labour costs

Open the labour panel as described above, and click either the ‘download to PDF‘ or ‘print‘ buttons at the top of the panel.
labour-panel-print-download

Displaying labour costs on your quotes

Once you’ve saved your quote, you can select how you want labour to appear.

Click the ‘Display options‘  button, and select from the following options:

  • Show a breakdown of labour with costs – Check both the ‘Show labour’ and ‘Show labour prices’ options
  • Show a breakdown of labour without individual costs – Check the ‘Show labour’ option and uncheck the ‘Show labour prices’ option
  • Show a summary of labour costs – Uncheck the ‘Show labour’ option and check the ‘Show labour prices’ option
  • Hide labour and include costs in quote total – Uncheck both ‘Show labour’ and ‘Show labour prices’ options

quote-display-labour

As you select different display options, your quote will be refreshed instantly to show you what your customer will be presented with.

The display settings you choose will be saved for new quotes you create.

Related info

Last updated: 1st April 2015

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