Using Cost Codes

How to use cost codes

The cost code used for time entries is the one assigned to the appointment when the appointment is set up in Job Cost. Since there is no option for a cost code at the appointment level for parts or purchase orders, the Cost Code for Job Appointments field is on the Parts and Purchase Order app settings tabs in the Admin Site for setting a master cost code. The cost code is visible, but it can’t be edited on the mobile app in the Time workspace; but is not visible in the Parts or Purchase Orders workspaces. (You can add it as a user-defined field, if it’s important information for technicians in your organization.)

If a part or purchase order is entered for a job appointment that does not have a cost code assigned in the Admin Site, the checkout displays an error that you need to address in the back office.