When you create a task, you'll want to know the exact mathematics that are being used to calculate it's price, and similarly, you'll need to know where it ends up in your book when you create it.
That's where the [Calculations] and [Categories] tab will come into play, the former will provide you with a breakdown of all the formulas and considerations used for pricing, and the latter will allow you to choose where exactly a task will be showing up in the book.
We'll go over the [Calculations] tab first, as it's not too complicated and doesn't really require much interface on your part. The following image will illustrate.
UNDERSTANDING THE CALCULATIONS TAB
Ok, so that's quite a bit of information to digest. Lets try to break it down into it's smallest parts to understand it better.
That first box you're seeing is all the calculations being used when the task is being treated as a task. If that sounds confusing, don't worry, it kind of is. In Profit Rhino, we sometimes subject the same job to different calculations depending on the circumstances. If, for instance, you come to someone's home to install a new faucet, that'll be treated as a task. If during that same call they ask you to take a look at their downstairs toilet, that's going to be treated as an add-on. Add-on prices usually subtract the cost of having your tech go out there, paperwork, conversations and etc that you've already taken care of with your initial task.
So, in short, that first box is contains the calculations you'll be using if this task is the only job you're doing on that particular call. The box below it is what the calculations are if this job is a secondary or tertiary part of the call. If you want you can choose to disable add-ons and treat everything as a task no matter what. That concept is explained in more depth in other articles.
So, now that we know why there's two boxes and what they're for, we can delve into the specifics of each box.
[Cost], [Resale], and, [Taxes] are all hold-overs from the [Main] tab. I'll go over them briefly, but there is another article that explains them in more depth.
[Cost] is how much a particular task is going to cost you to do. This price represents what you'll need to make to break even.
[Resale] is how much you'll be selling parts/tasks for in contrast with the break even
[Cost]. This is where you'll be making your profit.
[Taxes] just factor in how much the tax on a particular task/part is going to be.
[Total] is what all of those factors are added together.
So after that, you've got three new columns to work with. [Profits ($)], [Profits (%)],
and, [Markup (%)].
[Profits ($)] is going to show what your profit margin will be in a physical dollar amount.
[Profits (%)] will show you the percentage of profit you're making on a task.
and [Markup (%)] will show you how much a task/part is marked up from its sale cost to its resale cost.
So that'll cover everything you're seeing in the [Calculations] tab. I recommend you always check this tab after you've finished adding all your parts and doing your time/materials/fixed price so you know exactly what the cost of your task will be and how you're getting to that number.
Now we'll take a look at the [Categories] tab. This is the most important tab in any task. If you don't properly assign your categories, you will not be able to find your task in your books. That being said, it's very easy to understand and even easier to use. The following image will demonstrate.
CATEGORIES TAB BREAKDOWN
As the image above explains, you have three different columns to consider when assigning a task. The Business Type (which you actually decide when you initially create a task), the Category (which you assign yourself from this tab.), and the Subcategory(which you also assign yourself from this tab). Each one of these designations helps to pin point exactly where a task should end up in your book.
If you want to assign a category, or multiple categories if you'd like a task to show up in more than one spot, you'll simply hit the blue button as the image demonstrates. After you do that, you should see the following pop-up.
ASSIGNING CATEGORIES AND SUBCATEGORIES
You have two drop-down lists to choose from, Category and Subcategory, and it's just as I explained on the last page. After you've chosen where you want your task to show up, just hit the save button and you're good to go.