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Subcontractor Services

Manage360Advanced LearningAdvanced Learning - Costbook
Figure 1
Figure 2
Figure 1
Figure 2

Subcontractor Services

To add subcontractor to the Costbook follow these steps:

1.   Click on Costbook.

2.   Click on Subcontracted Services.

3.   Click the +New Subcontractor  button to open the input screen (Figure 1).

4.   Once the Subcontractor Item input screen appears you can enter the following:

Details:

  • Name (required)

  • Spanish Name (optional)

  • Description (optional)

Settings:

  • Division: This will set the Purchasing Tax, Overhead and Profit.

  • Cost Code: This can be used for grouping (if desired) on Job Management reports.

  • Supplier

  • Sales Tax: Will Sales Tax be applied on this item.

  • Unit Type: Only applicable if Unit Pricing is being used.

Status:

  • Is Active

  • Hide on Proposal: The item will not be displayed on the Proposal even if the specific Item Type is selected.

  • Is General Condition for Construction: This Subcontractor will be available to use as a General Condition on Construction Estimates.

  • Is General Condition for Maintenance: This Subcontractor will be available to use as a General Condition on Maintenance Estimates.

Pricing:

  • Unit Cost

  • Unit Pricing: If the Misc. item is not a Unit Pricing item, uncheck the Unit Pricing checkbox.  In this case you will specify a cost instead of a quantity when adding the item to an estimate.

  • Purchasing Tax

  • Overhead: The default OH from the Division.

  • Profit: The default margin from the Division. This can be changed by clicking on the Override checkbox.

  • Unit Price: This is calculated by adding the Wage, Burden, OH and Profit. It can be overridden by clicking on the Fixed Price checkbox and entering a price manually.

5.   Click the Save & Close or Save button to save the Subcontractor item to the Costbook or Cancel if you would like to discard the entry.