Learn how to use Job Cost alerts in VeriClock to monitor project budgets and receive notifications when jobs reach specific dollar amounts, hours, or budget percentages. This guide explains how to set job budgets, create job cost alert rules, and track budget milestones to help control labor costs and prevent overruns.
Job Cost alerts can be used to notify if a job reaches a dollar amount or percentage of a job's budget, or to notify about budget milestones.
To use job cost alerts, first a budget will need to be added to a job.
Go to Jobs → click Add Job or to edit an existing job, click the blue Edit button to the right of the job name → click the Budget tab → set dollar and/or hour budget limits as needed → click the blue Save button. See Adding and Editing Jobs & Budgets And Job Costing for more details.
To create a budget alert, go to the tabs Settings>Alerts>Add Alert Rule>Job Costing
- Rule Name -this should be named after the job selected in the rule.
- Next to word Jobs, click the blue question mark icon if adding more than one rule to a single alert. *Job cost alerts will trigger for the first job selected that meets the criteria. If you want alerts to trigger for each job selected, you must create a separate job cost alert for each job. You can quickly copy an alert by using the copy button on the alert list page*
- Under the Job Cost section, set up the alert for the job costing details you wish to be notified about
For information on how to create alerts and alert options, see Setting Up Alerts
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