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Currently you can create a custom Price Lists for Services and Material mark-ups but those list can only be applied to the Account/Worksites. This is ideal when you are billing a customer directly but we think it would be a great idea to have the ability to apply custom price lists at the Project Level as well. These price list would get applied to our Intracompany work orders being charged to that project.

We have a construction teams, facilities teams, controls teams and a service division, and our various "construction teams will call out Service to run a service call at their job site. This is called intracompany work and has its own set of special rates and mark-ups that service charges the projects but because you can only assign 1 price list to an account/worksite, when we do intracompany work, the services and material mark up rates being applied to those work orders, is entirely manual and creates too many areas for error.

Category: Work order
STATUS DETAILS
New