Costing Screen
- Michelle Russell
Analytics
The Mobi costing screen allows users to view and edit job charges whilst on site with the client. The section below will walk through the functionality of this screen.
To access the Mobi costing screen, navigate to the costing menu and select the pie chart icon to open the screen. Depending on your set up, this is accessible either directly from the Global Jobs Screen or via the Daily Workflow.
Once the menu is opened, you will see all the cost options set up for the job. Mobi imitates the same behaviour as seen in Moveware:
Cost options set to Status= P (Locked) are non editable and view only.
Cost options set to Status=R or Status= N are editable.
Mobi will display all cost lines where the IN column in Moveware does not equal F. I.e. Mobi will not show Parent lines, Profit lines or the option total line. It will just show the individual cost lines so all prices set by the user are set against a specific line. The image below shows the link between Mobi and the Moveware costing screen.
Adding Costs:
First Select the Cost Option you would like to add the cost line to. Once selected- the Cost option will appear in Bolded Text.
Tap the “Add” Button and select the line you wish to add from the lookup list.
The new line is now added and can be edited by selecting the item and pressing “Edit”.
Inc/Ex Tax Button: This allows user to control whether figures are displayed with or without tax.
Refresh Button: The refresh button does the following:
Sync all Mobi Costing Data back to Moveware
Moveware will then pull rates for any newly added items and will automatically update the costing tab (And the invoicing tab depending on Moveware configuration).
Mobi then does a receive sync from the job pulling in all calculated values.
Payment Portal Button:
When activated, the payment Portal button allows the user to navigate directly to the Payment Portal so they can collect payment while on site.