Labor, materials, and markup

A work order's lines are what get charged to the owner and, if there's a payee, what gets paid. Each line is either a part or cost, or labor.

Add lines

1. Open the work order.
2. Add a line and choose its Type:
   • Part / Cost: enter a Description and Amount ($).
   • Labor: enter Hours, Minutes, and Rate ($/hr). The amount is calculated for you.
3. Set the line's Markup.
4. Save the work order.

The work order shows a Subtotal and a Total With Markup.

Markup options

Each line's markup can be:

Option	Meaning
Default	Use your account's default markup for this PMS.
None	No markup on this line.
%	A percentage of the line amount.
$	A fixed dollar amount.

Default markups are set in your integration settings, for example Default Markup Percentage for Breezeway and OwnerRez, and Bill Pay Default Markup for Track.

Markup is for owners, not vendors

Markup increases what the owner is charged in your PMS. It never changes what a vendor is paid. When you create a bill from a work order, the bill uses the base line amounts.

Attach purchases and bills

Link the spend behind a job so nothing gets charged twice:

1. Open the work order and find the attach area.
2. Search with Attach a transaction and choose a card transaction, bill, or inventory charge.
3. To charge it to the owner, click Add as billable line.

To remove a link, click Detach and confirm.

Receipts

Upload receipts to the work order in PDF, PNG, or JPEG format. For Breezeway work orders, uploaded receipts go to the task on the next Push costs to Breezeway.

Coding for your PMS

Depending on your PMS, set the fields that control how the charge posts:

• Track: Track GL account and Track vendor.
• Guesty: Guesty category and Guesty vendor.
• OwnerRez: OwnerRez category and OwnerRez vendor name.
• Streamline: the transaction type owners see on their statement. Leave it blank to use the default from Streamline settings.

Tip: For Track, choose a Posting mode in Settings > Integrations > Operations to control whether work orders create a vendor bill, an owner charge, or both.