I think that the Appointment Screen should be updated with better information for Billable/Costs/Profitability.
- The term Billable is used in many places in the Appointment Screen but is not consistent in its use.
- The Details Tab has a billable field to mark if a line is to be billed to the customer.
- The Log has a Billable Amount/Labor/Time but it’s left blank and should be ignored it if you track employees time to the Appointment.
- The Profitability Tab has Billable Qty/Amount fields that stay blank even though you have cost on the Details Tab.
- Even though the Profitability Tab shows negative profit for service lines we should just know to ignore it.
- Lines that have no cost but a Billable amount show a Profit $ but a 0% Profit Percent.
- The Header Profit information is pulling from the Detail Tab but how do we know that?
This is all confusing and I understand it can be explained but it should be simplified/renamed/noted so that users do not have to second guess where to look and what to ignore.
To piggyback on this, we have to manually check-mark our teams TimeCards as billable so that we can use the Billable Hours and Ratio information. That’s a basic metric for a Service Company and should feed automatically from the Appointments.
