Profit Tracker Item Descriptions for Imported Items
Wanted: the ability to add descriptions to items pulled from Work Orders and Material Orders in the Profit Tracker to more easily differentiate which items are which.
In the Profit Tracker you can now import work orders and material orders - which is great, but there are some limitations that I am not liking. One of them is that all of the work orders we assign have LABOR listed as the line items for all of our subcontractors - which becomes very confusing in the Profit Tracker when there are more than one sub on a job - if at the very least the Profit Tracker could pull in the description of the labor item then we could know which subcontractor it is for, as opposed to having to go back and forth between work orders to figure out which one it is assigned to. This also makes looking at individual trades and budget areas confusing. This was actually easier in the Budgets feature because we could easily separate items into categories and write notes, invoice numbers, dates, etc in the descriptions instead. Now it just says "Labor" because that's the Product Catalog item they use in Production for Labor, and we can't add notes about the invoice numbers, dates of invoices, the sub's name - nothing. It's actually easier to not import the Material or Work orders and just type our own items in. We're used to using the Budget to track the project expenses, but now that that won't be an option anymore, we're moving to the Profit Tracker.
