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.
Account Settings
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
Step 3: Create a Cost Code
Tap New Cost Code, enter a distinct name and useful description, then tap Save.
Cost Code Center
New Cost Code
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
Detailed project work beyond regular service.
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
Detailed project work beyond regular service.
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
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.