ServiceCEO's manual budgeting feature enables you to help you plan, manage and track your budgeting. This involves three steps:
Turning on Manual Budgeting.
Entering Budgeting Information.
Reporting on Budgeting
These sections are covered in more detail below.
To turn on the manual budgeting fields, open the Scheduling Options dialog box and select the Enable Manual Budgeting check box. For more, see the Defining Scheduling Options section.
The manual budgeting fields are the Charge, Labor, and Materials fields on the General Tab of a Job or Estimate. These fields are non-binding, meaning that their value will NOT determine the job’s actual charges, duration, and products/services. To use these fields, fill in each manual budgeting field with the values that you think will accurately reflect the values on the competed job.
After the job has been completed, you can run the Job Costing report to compare the estimated labor with the actual labor from the finalized jobs.
In this job costing report (the Team - Detail view), the Budgeted Payroll field displays the amount entered in the Labor fields. You can compare this amount with the actual payroll as displayed in the Total Payroll column. The budgeting in the report above is very close - only one dollar difference between the Total Payroll total and the Budgeted Payroll total.
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Note that currently, the Charge and Materials fields are not tracked on any report. If you would like to track these values, you could customize the Job Costing or other Crystal Report. For details, see the Editing Crystal Reports section.
