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.