Create a Time Product

You can create a Time Product in CRM when you want to be able to charge for labour or travel services based on a period of time i.e. hour, day, week, month, quarter or year.

To create a Time Product navigate to Inventory > Products and click on New Product.

In the Type field, ensure that you select Time from the dropdown list.

Once you have made this selection, new fields will appear for:

• Time Period: here you can enter in a numerical value along with a choice of the period type (Hour, Day, Week, Month, Quarter, Year) e.g. 1 Hour.
• Time Type: you can select from either Labour or Travel in this field.

In the following example I am setting up a labour product for production, which I will charge in 1 hour blocks at a rate of $100 p/h.

I can now add my new Time Product to Jobs, Quotes, Sales Orders and Invoices.

Time Product on a Job

Time Product on a Sales Order

You can also quickly search for these types of Products by adding the Type column to your layout and then adding “Time” as a search term.