Pricing and Job Tracking (Pre Project Management Release 2022)

User Manuals

• How to Create a Job if you have used the Quantifier Service
• Copy an existing job and reprice it
• Setting up and configuring your integrations - Pricing
• How to update your profile and company details
• How to Create a Job if your Merchant is ITM
• How to Create your Own Take-off Template

See all 13 articles

Merchants

• Integrating your ITM Account with Builda Price - Pricing
• PlaceMakers integration setup
• Upload your merchants Price Book
• How to get your files from Placemakers
• How to get your files from ITM
• How to get your files from Mitre10

See all 8 articles

Set up

• Auto Mapping
• How to update your profile and company details
• Setting up and configuring your settings - Job Tracking
• Integrating your ITM Account with Builda Price - Job Tracking
• How to Setup Job Tracking Training Session
• How to Set Up Job Tracking

Xero Integration

• Send approved Builda Price timesheets with an approved status to Xero
• Where to find Builda Price timesheets in Xero Payroll
• Setup your Xero Integration
• Xero - Frequently Asked Questions
• Assigning Default Xero Accounts to Jobs and Subheadings
• Account Mapping and Sending Bills to Xero

Jobs

• How to sort your jobs
• How to Change the Job Status
• Getting Started with Jobs
• Adding Subheadings to a Job from a template
• Import a Job from the Builda Price Pricing module
• Adding budgets to a Job

See all 10 articles

Workers

• Edit the Cost Calculator
• Cost Calculator
• How to setup and create workers
• Introduction to Workers
• Worker Login Codes
• Edit and remove Workers and Users

See all 8 articles

Time-Sheeting App

• How to refresh the timesheet app
• Timesheet App Template
• App - getting started tutorial
• Getting the Timesheet App

Timesheets

• Features and Functions of Timesheets
• How to Create a New Timesheet
• Foreman Accepting Timesheets
• How to deal with Leave
• Timesheet Notes

Payroll

• How to Upload Builda Price Smartly. .CSV to Smartly. Pay Run
• How to Export Timesheets for Smartly. Payroll
• How to setup your workers if you have Smartly. Payroll
• Function and Features of Payroll Reports
• Xero Payroll Integration

Bills

• Creating and deleting Suppliers
• Unallocated Bills
• Managing Bills
• How to Export your Bills from Mitre 10 and import them into Job Tracking
• Delete Bills in Job Tracking

Reports

• Report Builder
• Progress Reports

Video Tutorials

• What is covered in the How to Setup Job Tracking live webinar
• What is covered in the How to Price a Job in Builda Price live webinar
• How to setup Pricing & Price a Job in Builda Price
• Setup 1 - Flat Rate Setup
• Taskbar intro
• Setup 2 - Overheads Setup

See all 48 articles