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Frequently, part of our jobs includes monthly invoicing for hourly labor. Currently, there is no way to bill for hourly labor based on employee time entered within D Tools. The solution for now is to export the time entries and create an invoice outside of D-Tools for all billable hourly labor associated with a job. Or to create a change order within the job for the time used, which still requires manually exporting the time report and adding to a change order. For a job that lasts over 12 months, this can result in a cumbersome amount of change orders to manage, which isn't ideal. Generally this is for Project Management time rather than technician labor. By being able to create an hourly invoice within D-Tools, it will keep all billing for a project within D-Tools instead of managing via multiple systems.
What we are looking for is to keep Service and Projects separate. We have been doing work arounds for quite sometime now and this idea has been requested over a year ago at this point. We just need to get it across the finish line.
I want the ability to create an invoice from Time logs inside of a Project. If I am on a T&M project and I have 2 weeks of billing to catch up on, I want the ability to go into the Time log, click 'Create Invoice' and mark each one of the time logs to bill for that I want to bill for in that invoice. It then takes those hours, the billing rate of those employees per the labor code they applied, takes the notes for that entry, and creates a line item on an invoice to send. It is very basic, but right now this is being done in multiple platforms and spreadsheets, and there is a breakdown from what is in the project hours, what has been billed for hours, when was the last time we sent an invoice for hours (so that we dont invoice for the same hours twice), and the Project Management dashboard is often not accurate to current billing. This will help.
I'm not sure if it's exactly what you're looking for but if you just want to invoice for labor you can create a service ticket and bill through there, and when you make a service call you have the option to assign it under active projects.
So in theory you just create a service call, add labor, assign to your project, and invoice all through the service tab.