Classification is the name of the group of common resource types. Classifications are used to calculate the net cost and billable rates for each of your resources. Classification examples include Boilermaker Level 2, Supervisor, or 5T Truck.
QicWorks allows you to add equipment as either a Material or as a Resource. It just comes down to how you wish to charge the equipment out and/or if you wish to schedule time for the item within QicWorks Job Schedule.
Resources are the individual names of the items within your labour and/or equipment pool. Resources need to be assigned a classification to capture their net cost and billable rates. Labour is assigned a classification either within Staff or Resource Tables. Equipment is classified within the Resource Table only.
Resource = John Smith > Classification = Boilermaker Level2
Resource = Barry Jones > Classification = Boilermaker Level2
Resource = Toyota AB12CD > Classification = 5T Truck
Resource = Hino FF23GG > Classification = 5T Truck
Resources are visible for planning and cost tracking within QicWorks schedule, rosters, timesheets and shift reports. Resource billable rates are set by no charge or hourly rates only.
A Materials Net Cost is set by its Billable Rate and its chargeable frequency being no charge, each, once, hourly, daily, weekly or monthly.
Materials are usually tangible goods that are purchased resold allocated or consumed on a job.
The Net Cost Table shows your buy costs for all Classifications and Materials. These values are used to calculate the Actual cost of your jobs.
Important! You must make each Classification and Material active within the Net Cost Table for it to be seen throughout QicWorks.
All items within the Net Cost Table that are marked as Active are automatically added to the Base Billing Rates Table as Active. They will also appear in any additional Billing Rates Tables you may have customised for your customers, sites or projects, but will be marked as Inactive. You will need to activate and edit their values, within the specific Billing Rates Table, as applicable.
Every QicWorks account has a default Base Table. This Table is automatically populated with the names of your Classifications and Materials, as created within the Net Cost Table. You will need to then enter the specific rate values as applicable.
Additional Billing Rates Tables can then be created either by cloning the Base Table or applying a Pricing Level. (A Pricing level is a percentage uplift or discount that is applied to the Base Table.)
Individual Billing Rates Tables can be created to reflect specific Customer, Site or Projects. These tables are used to set the sell rates for each Classification and Material assigned to that Job. These rates are also used to calculate the Billable value of that Job.