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Adding Costs to a Mobile Work Order

Though costs will be added to a work order automatically by adding items such as staff labor and inventory transactions, they can also be added manually on MobileWorx. Work order costs can also be edited later if necessary. *Note: You can add costs to a Mobile Work Order while in Offline mode. Any changes made will be kept and synced to your account when you return to Online Mode.

Adding Costs

  1. Navigate to the work order you would like to add costs to and tap on the Costs panel to expand it.
  2. Tap Add Cost and then select either Purchase Cost or Contract Labor / Service Cost at the top of the page. *Note: All required fields are indicated with a red asterisk.

Adding a Purchase Cost

  1. Enter a Description for the cost.
  2. Select a Budget Code. *Note: If no budget code is selected, the cost added will not be reflected in your budget for this fiscal year.
  3. Select a Supplier / Contractor.
  4. Enter a PO / Invoice #, if applicable.
  5. The Date of this cost will populate automatically with today's date, but can be changed if necessary.
  6. Enter a Quantity for the cost. This will be multiplied by the Unit Cost to provide the Total Cost.
  7. Enter the Unit Cost amount.
  8. Select who this cost was Purchased By from the drop down menu.
  9. Enter any applicable Notes about this cost record.
  10. Tap Add Attachments and select an image from your phone if you need to provide a picture of the receipt or other cost documentation.
  11. Tap Done to save your changes.

 

Adding a Contract Labor / Service Cost

  1. Enter a Description for the cost.
  2. Select a Budget Code. *Note: If no budget code is selected, the cost added will not be reflected in your budget for this fiscal year.
  3. Select a Supplier / Contractor.
  4. Enter a PO / Invoice #, if applicable.
  5. The Date of this cost will populate automatically with today's date, but can be changed if necessary.
  6. Enter the Total Hours for this cost. This will be multiplied by the Rate to provide the Total Cost.
  7. Enter the Rate.
  8. Select who this cost was Purchased By from the drop down menu.
  9. Enter any applicable Notes about this cost record.
  10. Tap Add Attachments and select an image from your phone if you need to provide a picture of the receipt or other cost documentation.
  11. Tap Done to save your changes.

 

Editing Costs

  1. Navigate to the work order you would like to add costs to and tap on the Costs panel to expand it.
  2. Tap on the cost record you would like to edit.
  3. Make all necessary changes to the cost record.
  4. Tap Done to finalize the changes.