Create and link a cost tracking card to your work order to track and analyze the expenses associated with maintenance activities, including labor, materials, equipment and other overhead costs.
Mobile
Desktop
- From the home screen, click into the Work Orders workspace.
- Select the work order you want to add cost tracking to.
- Scroll down and click on the Costs icon
. A list of your existing cost tracking cards (found in your Costs workspace) will appear. Select the relevant cost tracking card.
- To create a new cost tracking card for your work order, click on the plus button
next to the Costs field. A Create New Cost page within the Costs workspace will appear. Fill in the relevant details for tracking your work order’s costs.
- Click Create
in the top right corner. Enter the required details, especially the amount, then click Save
in the top-right corner of the card. The newly created cost tracking card will automatically link to your work order, and the work order will link back to the card.
- On the left hand side, click into the Work Orders workspace.
- Select the work order you want to add cost tracking to.
- Scroll down and click on the Costs icon
. A list of your existing cost tracking cards (found in your Costs workspace) will appear. Select the relevant cost tracking card.
- To create a new cost tracking card for your work order, click on the plus button
next to the Costs field. A Create New Cost page within the Costs workspace will appear. Fill in the relevant details for tracking your work order’s costs.
- Click Create
in the top right corner. Enter the required details, especially the amount, then click Save
in the top-right corner of the card. The newly created cost tracking card will automatically link to your work order, and the work order will link back to the card.