Do and Charge

This guide will take you through the seamless process of implementing do and charge billing within Trak, tailored for businesses managing hourly rates and expenses.

Understanding Do and Charge Billing

Do and charge billing is ideal for businesses that:

  • Operate on hourly rates agreed upon at the start of a job.
  • Bill clients based on actual hours worked, materials used, and additional expenses incurred.

Implementation Strategies

For Smaller Maintenance Businesses

  • On-Site Billing: Complete job tasks, add expenses and details, and bill the job at a later stage directly from the job site.

For Larger Building or Carpentry Businesses

  • Monthly Billing: Consolidate charges over a specific date range, reflecting detailed breakdowns of hourly rates, varied job types, equipment rates, and more.

Configuring Do and Charge Settings

Access the Do and Charge Settings under your company's finance settings:

  • Set defaults for descriptions, costs, and invoices to streamline customer presentation.
  • Utilize options like day dockets for more complex job details or for requiring on-site signatures.

Customizing Do and Charge Details

Timesheet Management

  • Customize how timesheets appear on invoices:
    • Choose between showing all timesheets or summarizing them under broader categories like labor.
    • Define descriptions such as "Time on Site" for clarity.

Rates and Fees

  • Define billable rates for different users:
    • Set base, overtime, and double time rates tailored to each user's role or specialization.
    • Configure default hourly rates to streamline billing accuracy.

Additional Charges

  • Include optional call-out fees directly within the billing process:
    • Specify whether these fees are added automatically or require manual inclusion during invoicing.

Material Orders and Expenses

  • Manage inclusion preferences for:
    • Material orders: Decide whether to include and mark up materials automatically.
    • Expenses: Opt for displaying detailed breakdowns or summarized totals on invoices.

Creating Do and Charge Invoices

Navigate to a job and utilize the Do and Charge button:

  • Automatically pulls job descriptions, sub-job details, timesheets, and expenses based on configured settings.
  • Guides you through steps to review and adjust details before generating an invoice or submitting for client approval.

Enhancing Efficiency and Accuracy

  • Integration and Invoicing: Seamlessly integrate with preferred accounting software or share invoices directly with clients for timely processing.
  • Data Integrity: Ensure accurate invoicing by consistently updating timesheets, expenses, and job details within Trak.

Conclusion

Trak's do and charge billing feature empowers businesses to maintain transparency, accuracy, and efficiency in billing practices. Whether for small maintenance tasks or large-scale projects, our platform adapts to your billing needs, ensuring streamlined operations and client satisfaction.

For personalized guidance on implementing do and charge billing in your business, reach out to our team at contact@trak.co. We're committed to optimizing your workflow and financial management with Trak.

Thank you for choosing Trak. We look forward to supporting your business success with our comprehensive billing solutions.