Help Center

How to Create and Manage Cost Codes

Cost Codes add a second reporting category after Job Codes. A Job Code can describe the work or role, while a Cost Code can identify the cost bucket, service type, phase, or billing category.

Step 1: Open Cost Code Center

Tap More → Account Settings, then open Job Code Center → Cost Code Center.

Acme Inc

Team Management

Business Operations

Time Clock

My Personal

Account Settings

TIME CLOCK

Step 2: Enable Cost Codes

Turn on Enable Cost Codes. Once enabled, Clock In and Switch Job add a Cost Code selection step after a Job Code is selected.

Cost Code Center

Enable Cost Codes
Add a second reporting category to jobs.
Cost Codes
Regular Service
Standard customer work
Deep Clean
Detailed project work
Training
Internal training time

Step 3: Create a Cost Code

Tap New Cost Code, enter a distinct name and useful description, then tap Save.

Cost Code Center

Enable Cost Codes
Add a second reporting category to jobs.
Cost Codes
Regular Service
Standard customer work
Deep Clean
Detailed project work
Training
Internal training time

New Cost Code

Deep Clean
Detailed project work beyond regular service.

Step 4: Review or edit a Cost Code

Open a Cost Code to review its base information, total recorded hours, and hours broken down by Job Code. Tap Edit to update its name or description.

Cost Code

Cost Code Name
Deep Clean

Detailed project work beyond regular service.

Total Hours 42:18
Job Code Hours
Commercial Cleaning 31:08
Closing 11:10

Renaming a Cost Code changes how it is shown going forward. Historical time remains attached to the same Cost Code record.

Step 5: Archive or restore

Tap Archive and confirm when a Cost Code should no longer be selectable.

Cost Code

Cost Code Name
Deep Clean

Detailed project work beyond regular service.

Total Hours 42:18
Job Code Hours
Commercial Cleaning 31:08
Closing 11:10

Archive

Archive this cost code?

Archiving removes the code from new selections but preserves historical hours and reports. Open Archives and tap Unarchive to make it available again.

Archived Cost Codes

Inventory Count
Archived · historical hours retained

Disable the overall Cost Codes setting only when the business no longer needs new Cost Code selections. Verify reporting and active shifts before changing the setting.