Changing Costing on a job

This guide walks you through the steps to change the costing on a product within a job in Workshop Software.

Step 1: Open the Job and Access the Action Menu

  1. Open the job containing the product you want to update.
  2. Click the action menu (star icon) on the right-hand side of the product line.

Workshop Software screen showing to change the cost of a product within a job, open the job and click the acti...

Step 2: Select Change Unit Cost

  1. From the action menu, click Change Unit Cost.

Workshop Software changing costing on a job showing

Step 3: Enter the New Cost and Save

  1. Enter the new cost for the product.
  2. Click Save.

Workshop Software changing costing on a job showing cost of this product and click

Good to Know

  • Product costs can only be updated within a job if the product currently has a quantity on hand of 0 in Workshop Software. If the product has a quantity greater than 0, this option will not appear.
  • Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.
  • You can print, email, or SMS the invoice to your customer once it is ready.

Frequently Asked Questions

Can I undo this change to the invoice?

You can update the invoice again by following the same steps. Workshop Software does not have a specific undo function, but you can always re-enter the previous values.

Will changing the cost affect my reports?

Yes, changing the cost on a job will affect your profit margins and reports. Make sure you enter the correct cost to ensure accurate reporting.

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