Service Items Import Template Data
Level: Eptura Implementation team
Our Implementation team can use this import to populate the service items.
General Information
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Do not change the column headers in Row 1 as this is used to complete the upload.
Data Columns
The table below lists the columns and which columns are required or optional.
| Column Name |
Column Required | Max Length | Notes |
|---|---|---|---|
| Service Class |
Yes | 24 | States type of Person, Vendor, Skill or if *SAFETY* item. Asterisks are used for Safety to make sure it comes first on work orders! |
| Service Task | Yes | 24 | Each are unique and setup to describe the type of labor being performed for reporting and search purposes. |
| Description | Yes | 255 | Describes the task in greater detail. |
| Active | T/F | Task can be set to false (inactive) if no longer used. | |
| Invoice Labor Rate |
Invoice Labor Rate - Standard Rate: Uses the Employee's set hourly labor rate when assigned to the job. Override Rate - Set dollar amount. Example: Vendor provides the service at $150 regardless of the number of actual hours. (Set the Estimated Time to 1 in this instance.) |
||
| Estimated Time | Always try to enter expected or average amount of time to do the job in HOURS. | ||
| Estimated Labor Rate | Average labor rate per job skill based on the Estimate Hours. | ||
| Labor Price | Actual cost of service. | ||
| Task Instructions | 1000 | Details instructions. |