Costs feature

The Costs feature is an advanced feature. If you would like information please speak with your Account Manager.

The Costs feature enables you to record re-charges and expenses on Reactive Defects, and report on them within clixifix®.

Logging a Cost

Step 1: Within the Defect select the Costs tab. 

Step 2: Select +Add Cost. 

Step 3: Select who will bear/incur the cost. 

Sub-Contractors will only show here if they are Nominated.

Step 4: Select your Cost Centre. 

Here you can select if this is a re-charge or expense to the business. Cost Centre's can be added within Admin > Cost Centre.

Step 5: Select your Cost Category.

Here you can select the reason for the cost. Cost Categories can be added within Admin > Cost Category.

Step 6: Enter the cost amount.

Step 7: Select the date the cost was incurred. This is automatically set as todays date but can be backdated or set in the future. 

Step 8: Use the toggle to select if you would like to send the Notice Of Costs letter.

This does not send until you select send once the cost is raised. This will be an attachment on an email notification. This is our standard wording, however can be amended if required.

Step 9: Enter the cost description.

The description will show on your Notice of Costs and within the email.

Step 10: Select +Add Cost.

Once raised you then have the option to send the email and Notice of Costs to the recipient the cost by selecting Send.

There are multiple options within the actions column on the cost. You can accept or reject on behalf of the person bearing the cost, or if this is a subcontractor they can accept or reject within their free account. 

You also have the option to add a Counter Offer, Edit and Remove if required.