Tracking Fee Amounts and Adjusting Billable Tasks

Operto Teams can be used to track Labor, Materials, and Linen Fee Amounts. Track if Tasks are billable and the amounts to be billed. Reports can then be pulled.  

Adjust System Settings to Track Labor, Materials, and Linen Fee Amounts

Setup --> System Settings Enable Labor, Materials, and Linen Fees.

Setting up Task Rules as Billable

Setup --> Task Rules; Add Task Rule or Edit (pencil icon) under Owner Billing; Is Billable; choose Yes.

Adding Labor, Materials, and Linen Fee Amounts Within Task Rules

Setup --> Task Rules; Edit Assignments (people icon). Amounts can also be adjusted in the Task Rule. Amounts can be entered per Property or per Region. 

To Bulk Edit from the top of the screen, choose the box to include Property, enter the amounts, and select apply under the amounts. 

Adding Labor, Materials, and Linen Fee Amounts Within The Property Record

Setup --> Properties, Edit Scroll to the bottom of the page and add/edit the amounts 

Adding or Editing Labor, Materials, and Linen Fee Amounts in Reports

Reports --> Task History; choose Combine Staff on One Row; Submit 

Choose  Bulk Edit Fees 

Amounts are listed and open for adjustment as needed; then choose Save Fees

Adjusting individual Tasks as Billable with Labor, Materials, and Linen Fee Amounts

From the Task Popup Window select  Is Billable; Labor Amount, Materials Amount, and Linen Fee fields can be filled in to track dollar amounts.

Pulling Reports for Billable Tasks

Reports --> Task History Filter by Choose Billable and select Billable Only from the drop-down menu; Submit.

Reviewing Labor and Materials Amounts in Reports

Reports --> Task History Labor, Materials, and Linen Fee Amounts are listed; Tasks can also be adjusted as Billable/Nonbillable by choosing the toggle symbol.