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Time and Cost Tracking Enhancements

Proposed enhancements that would provide a more in-depth costing analysis of each work order. 

 

Allowing for specific cost items or custom labelled cost items to be added would significantly improve this module, rather than just adding and/or exporting them as "Other Costs".

Such as:

 

  1. Preliminary expenses (Architect, engineer, building consent, Insurance etc)
  2. Subcontractor cost/s
  3. Materials (Per material item)
  4. Consumables (nails, screws, adhesives)
  5. Tools & equipment (if hired or purchased)
  6. General expenses
  7. Labour
  8. Travel expenses 
  9. Transport/shipping expenses
  10. Rubbish or site waste

Other Proposed Enhancements: 

  1. Having a budgeting section in the cost tracking module to allow proposed costs within a work order.
  2. Option to show or add Goods and Services Tax (GST)
  3. The ability to export the cost information as a CSV and PDF
  4. Future linking of cost data to Sage Intacct.
  5. Future linking of cost data to PowerBi. 

Cheers

@M_Lovegrove thanks for the thoughtful post  

You can create custom time and cost types today!
 

(Settings --> Work Orders --> Custom Cost Types)

We support integrations into PowerBI and Sage as well. Reach out to your Account Manager and Customer Success Manager for additional assistance with those. 


I am finding that from a data standpoint, this program could do more, even acting as a sort of timesheet/time log. I personally think it would be very beneficial to have an option to add time by “time”, as in, Jo was on site from 8:15 am to 9:24, rather than just the option to say he was there for 1 hour and 14 minutes….from a standpoint of managing a team of workers, this could also help me track where they were based on what they were assigned. And just a basic “cost report” not vs anything...would be nice. Like i just want to invoice a location for the time and parts we used that week, for instance. 


@nickhaase 

As mentioned to Julian, we are keen to progress discussions around improving the costings feature in MaintainX, as we are now imputing all costs into their respective work orders. The main issue is that it is very basic and even when creating cost categories, these are only shown as or exported as "Other" Costs.

Ultimately there would be a quoting feature that allows you to push jobs out to subcontractors for pricing, then an acceptance feature that creates a purchase order, that correlates with the work order, and once the job is complete and the PO is fulfilled the costs are automatically input into the costings in their respective cost category within the work order that can be exported as PDF or CSV.

The cost data is required to determine the use of pre-established budgets and for transparency when PowerBi is set up with MaintainX shortly. 


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