Skip to main content

Using Cost Tracking

Learn here how to use Cost Tracking

Written by Katharina Kos

Availability

Packages: Enterprise

User Roles: Admin, Manager

Viewing Costs

View Work Order Costs

  1. Open any Work Order

  2. Click the "Costs" tab

  3. Review the cost breakdown:

    1. Total Cost - Sum of all cost categories

    2. Labor - Automatically calculated from time entries

    3. Parts - Automatically calculated from parts usage

    4. Other - Manually added expenses

View Costs in Work Order Overview

  1. Navigate in the main menu on the left to Work Orders

  2. Click the three-dot menu (⋮) in the right upper corner and then "Select Columns"

  3. Enable the "Total Costs" column

  4. Click the column header to sort by cost (highest to lowest or vice versa)

Note: If a Work Order shows 0 costs, it means no time entries, parts usage, or other costs have been recorded yet.

View Asset Costs

  1. Open any Asset detail page

  2. Scroll to the "Costs" section

  3. Review cost metrics:

    1. Last 12 Months Total - Complete costs over the last 12 full months

    2. Year to Date Total - Complete costs in the current calendar year

    3. Labor (L12M) - Labor costs for last 12 months

    4. Parts (L12M) - Parts costs for last 12 months

    5. Other (L12M) - Other costs for last 12 months

View Costs in Asset Overview

  1. Navigate in the main menu on the left side to "Assets"

  2. Click the three-dot menu (⋮) in the right upper corner and then "Select Columns"

  3. Activate the "Last 12 Months Costs" and "Year to Date Costs" columns to compare Asset maintenance expenses

  4. Click the column header to sort by cost (highest to lowest or vice versa)


Other Costs

Adding Manual Other Costs

For expenses not automatically captured (external services, travel, supplies, etc.):

  1. Open the relevant Work Order

  2. Go to the "Costs" tab

  3. Click "+" in the right upper corner

  4. Enter:

    1. Description: What this cost represents (e.g., "External electrician service")

    2. Price: The total amount

  5. Click "Create"

The Work Order total costs will update automatically.

Editing Other Costs

  1. Open the relevant Work Order.

  2. Go to the “Costs” tab.

  3. Find the relevant cost entry under “Other” and click on it.

  4. Adjust the “Description” and/or “Price” as desired.

  5. Click on “Save.”

💡 Labor and Parts costs cannot be edited directly - they're automatically calculated from time entries and parts usage. To change these costs, update the underlying time entry or adjust the user's hourly rate/part price.

Deleting Other Costs

  1. Open the relevant Work Order.

  2. Go to the “Costs” tab.

  3. Find the relevant cost entry under “Other” and click on the three-dot menu (⋮) on the right-hand side of the line.

  4. Select “Delete” and confirm again in the pop-up window to permanently remove the entry.


Updating Part Prices After Use

If you need to adjust the cost of a part that's already been used (for example, if an urgent part had to be ordered separately at a different price):

  1. Open the Work Order where the part was used

  2. Go to the "Costs" tab

  3. Find the part under "Parts"

  4. Click on the part

  5. Update "Cost Per Unit"

  6. Click "Save"

💡 This only updates the cost for this specific Work Order. The part type's base price remains unchanged.

Did this answer your question?