Difference between revisions of "Handyperson General Details"
From Charitylog Manual
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[[File:helpheader_small.png|right]] | [[File:helpheader_small.png|right]] | ||
| − | [[File: | + | [[File:hp_gen1.jpg|300px|alt="a screenshot of the handyperson general details button in the charitylog admin menu"]] |
The Handy Person Module has calculations for the cost of jobs as well as client charges. On the HP General Details you will find the generic costs and charges. Please note that the HP module will not create invoices, unless the Invoice Module is purchased. If the Invoice Module is used, the details on this page are still applicable, as projects can use these settings or individual project charges. | The Handy Person Module has calculations for the cost of jobs as well as client charges. On the HP General Details you will find the generic costs and charges. Please note that the HP module will not create invoices, unless the Invoice Module is purchased. If the Invoice Module is used, the details on this page are still applicable, as projects can use these settings or individual project charges. | ||
| − | [[File: | + | [[File:hp_gen2.jpg|700px|alt="a screenshot of the general details setting fields"]] |
| + | |||
Complete the following options: | Complete the following options: | ||
* '''Standard Hourly Labour Cost''' - The cost in £'s that the labour cost is (the workers hourly rate). | * '''Standard Hourly Labour Cost''' - The cost in £'s that the labour cost is (the workers hourly rate). | ||
| Line 14: | Line 15: | ||
* '''Travelling Time Client Charge''' - The price charged to clients for travelling time. | * '''Travelling Time Client Charge''' - The price charged to clients for travelling time. | ||
* '''Administration Cost per Referral''' - The cost of administering a job. | * '''Administration Cost per Referral''' - The cost of administering a job. | ||
| − | If there is no charge then leave the value | + | If there is no charge then leave the value at zero. |
* '''Funder's Logo for Job Cards''' - You can include a funders logo on a job card from the [[System Uploads]] section. | * '''Funder's Logo for Job Cards''' - You can include a funders logo on a job card from the [[System Uploads]] section. | ||
* '''Job Card Layout Required''' - Select the required Job Card Style | * '''Job Card Layout Required''' - Select the required Job Card Style | ||
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'''Standard Job Card''' | '''Standard Job Card''' | ||
| − | [[File: | + | |
| + | [[File:hp_ref19.jpg|700px|alt="a printed handyperson job sheet with details of the job."]] | ||
| + | |||
'''Minimum Text Printed''' | '''Minimum Text Printed''' | ||
| − | [[File: | + | |
| + | [[File:hp_gen3.jpg|700px|alt="a printed job card with minimumm text printed"]] | ||
| + | |||
'''Extra Contact Details''' | '''Extra Contact Details''' | ||
| − | [[File: | + | |
| + | [[File:hp_gen4.jpg|700px|alt="a printed job card which includes extra contact details, such as the clients referrer and full job description"]] | ||
| + | |||
Once the details have been entered you can either save or save and add additional text to the Job Card footers. | Once the details have been entered you can either save or save and add additional text to the Job Card footers. | ||
===Job Card Footer Text=== | ===Job Card Footer Text=== | ||
| + | Text can be added to the footer of the Handyperson Job Card as well as an additional page created for things like feed back forms, terms etc. | ||
| + | |||
| + | [[File:hp_gen5.jpg|700px|alt="the footer editing page from within Charitylog"]] | ||
| + | |||
| + | See [[Text Editor]] for details on the text boxes. When finished click the 'Save Details' button. | ||
---- | ---- | ||
[[File:helpheader_small.png|right]] | [[File:helpheader_small.png|right]] | ||
Latest revision as of 15:26, 9 February 2024
The Handy Person Module has calculations for the cost of jobs as well as client charges. On the HP General Details you will find the generic costs and charges. Please note that the HP module will not create invoices, unless the Invoice Module is purchased. If the Invoice Module is used, the details on this page are still applicable, as projects can use these settings or individual project charges.
Complete the following options:
- Standard Hourly Labour Cost - The cost in £'s that the labour cost is (the workers hourly rate).
- Standard Hourly Labour Client Charge - The charge in £'s that the client pays. The price for the job card time.
- Standard Mileage Cost per mile - The mileage cost, paid to the workers.
- Travelling Time Cost - The cost of the workers travelling time.
- Travelling Time Client Charge - The price charged to clients for travelling time.
- Administration Cost per Referral - The cost of administering a job.
If there is no charge then leave the value at zero.
- Funder's Logo for Job Cards - You can include a funders logo on a job card from the System Uploads section.
- Job Card Layout Required - Select the required Job Card Style
Standard Job Card
Minimum Text Printed
Extra Contact Details
Once the details have been entered you can either save or save and add additional text to the Job Card footers.
Text can be added to the footer of the Handyperson Job Card as well as an additional page created for things like feed back forms, terms etc.
See Text Editor for details on the text boxes. When finished click the 'Save Details' button.
