Managing Work Types

Sam Murray

Work types act as an easy reference guide to assigning billable Activities or other payable work types into your Budgets and Estimates while providing Markups and Taxation at the same time.

To locate this, navigate to Admin > Organisation > Work Types. From here, you will be able to create a new Work Type by choosing the option from the right hand side.

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Here you will be able to select the Sales Tax you would like applied to this type of work, the Markup percentage you would like used, if any as well as designating the type of work. By setting the Work Type to Time, you will be able to establish a cost per hour and add it to your Estimates, Budget and Bills as a time-based product.

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