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Create Labor

This article explains how to create a new labor record in the Catalog and make it available for use in work management activities throughout the system.

Steps to Create a Labor

  1. Open the Labors List

    • Navigate to the Catalog section from the sidebar.

    • Click Labors to open the list of existing labor records.

  2. Create a New Labor

    • Click the New button to open the labor creation form.

    • Enter the required basic information and select Create & Open to create the labor record.
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    Labor catalog list view highlighting existing entries and the option to add a new labor
    WorkTrek dashboard overlay showing the Create Labor modal with input fields for labor name, hourly rate, and the Create and Open action button

  3. Update General Information

    • After creating the labor record, review the information entered.

    • If any changes are required, click Edit under General Info and update the relevant details.

    • Ensure all information is accurate before saving your changes.
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    he General Info section within a WorkTrek labor profile record displaying editable fields for internal description and resource tracking details

  4. Review and Save

    • Verify that all required information has been entered correctly.

    • Save any changes to finalize the labor record.

  5. Result

    • Once all required information has been entered and reviewed, the labor is ready for use throughout the system.

    • Labor records can be selected and referenced in:

      • Work Orders

      • Preventive Maintenances

      • Quotes

      • Invoices

      • Other operational and maintenance activities

    • Maintaining accurate labor records helps ensure consistent costing, planning, and resource management across the organization.
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    A finalized WorkTrek labor record view displaying saved profile information and its availability configuration for work orders and invoicing

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