How to Configure Labour Rates and Cost-Plus Uplift

Description

Use the Labour Rates and Cost-Plus Uplift tabs to define default labour charge‑out rates and markup percentages for a job. These settings determine how labour, materials, and products are priced on debtor invoices. Profitz supports multiple levels of specificity, allowing you to set broad defaults or highly targeted rules.

Step-by-step instructions

1. Configure Labour Rates

Navigate to Jobs > Job Setup > Labour Rates.

Labour Rates define the charge‑out rate applied when labour is billed on debtor invoices.

1.1 Understand the Labour Rate Hierarchy

Profitz applies labour rates using the following precedence (from least specific to most specific):

Job	Set a default rate for all labour charges on the selected job.
Job + Resource	Set a default rate for labour charges on the selected job that have been allocated to a selected resource code.
Job + Employee	Set a default rate for labour charges on the selected job for a specific employee.
Job + Resource + Employee	Set a default rate for labour charges on the selected job, for a specific employee, that has been allocated to a selected resource code.

Example Labour Rate Setup

Note: A Labour Rates Precedence setting controls which rate is applied first. Contact [e-mail] for configuration assistance.

1.2 Add a Labour Rate

1. Click Add.
2. Enter the following fields:
   • Employee Code: Select an employee (optional).
   • Resource Code: Select a resource code (optional).
   • Rate: Enter the charge‑out rate.
3. Click Save.

Important:

• Leaving Employee Code blank creates a job‑wide default.
• Leaving Resource Code blank applies the rate to all resources for that employee.

2. Configure Cost Plus Uplift

Navigate to Jobs > Job Setup > Cost Plus Uplift.

Cost Plus Uplift defines markup percentages applied to products and materials for cost‑plus billing.

2.1 Understand the Markup Hierarchy

Profitz applies markups using the following precedence:

Job	Set a default markup for all products/materials on the job.
Job + Resource	Set a default markup for products/materials on the job that have been allocated to a selected resource code.
Job + Operation	Set a default markup for products/materials on the job that have been allocated to a selected operation code.
Job + Resource + Operation	Set a default markup for products/material on the job, that has been allocated to a selected resource code AND a selected operation code.

Example Markup Setup

Note: A Cost Plus Uplift Sequencing setting controls the order in which markups are applied. Contact [e-mail] for configuration.

2.2 Add a Markup Rule

1. Click Add.
2. Enter the following fields:
   • Resource Code: Select a resource code (optional).
   • Operation Code: Select an operation code (optional).
   • Percent: Enter the markup percentage.
3. Click Save.

FAQ

• What if multiple labour rates apply? Profitz uses the Labour Rates Precedence setting to determine which rate wins.
• Do I need to enter both labour rates and uplift rules? No. Use only what your billing model requires.
• Can I set different markups for different materials? Yes — use Resource Codes and Operation Codes to target specific items.

Related articles

• How to Enter Job Details, Additional Info, and Notes
• How to Set Up Resource, Operation, and Variation‑Only Cost Codes
• How to Import or Copy Cost Codes into a Job
• How to Set Up Client/Subcontractor Orders and Choose the Correct Order Structure

Next steps

If you encounter issues while configuring labour rates or uplift:

• Contact our Support team at [e-mail].