Labor Settings

Objectives

This guide explains the Labor Settings page. By the end of this guide, you will be able to:

✓ Set up the Labor Settings tabs with the correct costs and modifiers.

✓ Configure all general settings according to your company’s best practices.

An item named ‘Labor’ must be created and used in workflows.
You need to know Labor Burden Rates & Billing Hour Rates for technicians/employees.
Permissions may limit access to this page.
Create and add Cost Codes & Cost Types in the Project Settings page.
Ensure your role has necessary permissions to view and edit Labor Settings, Payroll Rates, and Billing Rates.

Labor Settings
General Settings
- Events
- Office Timezone
- Invoicing Behavior
Time Tracking
- Automatic Time Tracking
- Mobile
Labor Rate Groups & Types
- Labor Rate Groups
- Labor Rate Types
- Payroll Cost Codes & Cost Types
Labor Rate Modifiers
Payroll Hour Rates & Types
- Payroll Hour Rates
- Payroll Hour Types
Billing Hour Rates & Types
- Billing Hour Rates
- Billing Hour Types

To access Labor Settings, hover over your company name → click Labor Settings.

The Labor Settings page is organized into six sections:

Use the toggle to enable or disable features:

Billable Events track job-related work outside of a property (e.g., prepping materials at a shop).
Non-Billable Events track standalone time (e.g., training, meetings, sick days).
If enabled, technicians can create Billable/Non-Billable Events via the Mobile App.

The Timezone setting is associated with your account. Contact Support to change it.
Week Start Day: Defines payroll start (e.g., setting to Monday covers Monday-Sunday payroll exports).

Include Technician Name on Invoice: Choose to print technician names next to labor line items.
Include Visit Date on Invoice: Choose to display visit dates next to labor line items.

Auto-Round Time: Automatically rounds submitted time (nearest 1, 5, 15, or 30 minutes).
Mobile Timesheets (View-Only Mode): Prevents technicians from editing timesheets.

Enable Travel Home Action: Tracks travel time home after the last visit.
Enable Service Crew Time Tracking: Foremen can generate timesheets for their crew, and members can sign off on them.

Labor Rate Groups define pay rates and labor regulations within trades or unions.

Defines the types of workers in each Labor Rate Group.

At least one Labor Type is required.
Add or archive Labor Rate Groups/Types using the + symbol or three-dot menu.

Labor Types must be assigned Cost Codes and/or Cost Types for Service Agreements and budgeting.

Adjust standard labor rates for Jobs, Departments, All Employees, or Specific Employees.

Used for overscale pay, burden adjustments, etc.
Modifiers add an amount (flat $ or % multiplier) on top of existing Payroll Rates.
Once applied, Labor Rate Modifiers are permanent for assigned employees/departments.

Defines payroll costs for each Labor Type and Payroll Hour Type.

Map Payroll Hours to Billing Hours: Directly links Payroll Hour Type (cost to company) to Billing Hour Type (customer charges).
Create new Payroll Hour Types with + PAYROLL HOUR TYPE.
Archive/Unarchive Payroll Hour Types via the three-dot menu.
Autofill Time: Used for PTO (Holiday, Sick, Vacation) to auto-create timesheets when employees take leave.

Assign Billing Items (from the Item List) for each Labor Type and Billing Hour Type.
These appear as Labor Charges on invoices.
For custom Billing Items, create new Items in the Item List.