Understanding Quote Item Types in JGID: Do & Charge vs Lump Sum

This article explains the different ways quote items can be structured in JGID, how they behave during job execution, and how they affect invoicing. Understanding these item types is important for accurate quoting, profitability tracking, and invoice presentation.

Overview of Quote Item Types

JGID supports several different quote structures:

1. Single Line Items

2. Sub Item Groups

3. Composed Items

Each of these can behave either as:

• Do & Charge

• Lump Sum

The key difference is how labour and worksheet hours affect the final invoice amount.

1. Single Line Items

Single line items are the simplest quote structure.

Example:

• Item 1

• Item 2

These items appear as a single line on the quote and invoice PDF.

Do & Charge Items

A Do & Charge item automatically adjusts the final invoice value based on the actual billable hours or quantities recorded during the job.

Example

Quoted:

• 1 hour @ $100

Actual work completed:

• 10 hours

Final invoice:

• 10 × $100 = $1,000

This means the invoice value increases based on actual labour entered into worksheets or billable fields.

Key Characteristics

• Flexible pricing

• Ideal for variable scope work

• Final invoice changes based on actual hours

• Useful for maintenance, reactive works, or uncertain scopes

Lump Sum Items

A Lump Sum item remains fixed regardless of the actual hours worked.

Example

Quoted:

• 1 hour @ $100

Actual work completed:

• 10 hours

Final invoice:

• Still $100

The invoice amount does not change, even if additional labour is required.

Key Characteristics

• Fixed-price quoting

• Greater cost certainty for the client

• Risk sits with the contractor

• Important to monitor profitability closely

2. Sub Item Groups

Sub Item Groups allow multiple related items to sit underneath a parent title item.

Example:

3. Main Heading   3.1 Labour   3.2 Materials

The parent line itself typically has no price.

Sub item groups can also be configured as either:

• Do & Charge

• Lump Sum

Do & Charge Sub Item Groups

In a Do & Charge group:

• Each sub item tracks actual quantities or hours

• Invoice totals automatically adjust

• Quantity, unit, and rate are displayed on PDFs

Example

Quoted:

• 0 hours @ $120

Actual:

• 3 hours worked

Invoice:

• 3 × $120 = $360

Lump Sum Sub Item Groups

In Lump Sum groups:

• Pricing remains fixed

• Quantities and unit rates are hidden from the client on PDFs

• Only the fixed line total is shown

Example

Quoted:

• $120 fixed price

Actual:

• 3 hours worked

Invoice:

• Still $120

3. Composed Items

Composed Items allow you to hide the internal breakdown from the client while still structuring the quote internally.

Internally, the item may contain:

• Labour

• Materials

• Equipment

• Subtasks

However, the client only sees a single line item on the PDF.

Benefits of Composed Items

• Cleaner client-facing quotes

• Protects internal pricing structure

• Simplifies presentation

• Maintains internal cost tracking

How Item Types Appear on PDFs

Do & Charge PDF Display

The PDF displays:

• Quantity

• Unit

• Rate per unit

• Calculated total

Example:

3 hours × $100 = $300

Lump Sum PDF Display

The PDF hides:

• Quantity

• Unit

• Rate per unit

Only the final total is shown.

Example:

Fixed Price: $100

How Worksheets Affect Quote Items

When worksheet hours are entered during a job:

• Do & Charge items increase in value automatically

• Lump Sum items remain fixed

JGID visually tracks this against the original estimate.

Understanding the Red Indicators

If actual hours exceed estimated hours:

• The item may turn red in JGID

• This acts as a profitability warning

For Do & Charge

Red usually indicates:

• Actual hours exceeded estimate

• But invoice value also increased

This may not necessarily be a loss.

For Lump Sum

Red indicates:

• Actual hours exceeded estimate

• Invoice value did NOT increase

• Profit margin may be reduced or lost entirely

Example Workflow

Step 1 — Create Quote

Create a quote using:

• Single line items

• Sub item groups

• Composed items

Configure each as:

• Do & Charge

• Lump Sum

Step 2 — Convert Quote to Job

Once accepted:

Quote → Job

On desktop:

• Preparation Complete

• Start Job manually

On mobile:

• Clocking in automatically sets job status to Current in many workflows

Step 3 — Add Worksheets

Worksheet entries allocate labour against quote items.

These hours affect:

• Profit tracking

• Invoice totals

• Job performance indicators

Step 4 — Generate Invoice

When converting the completed job to an invoice:

• Do & Charge items recalculate automatically

• Lump Sum items retain original pricing

Best Practice Recommendations

Use Do & Charge When

• Scope may vary

• Labour duration is uncertain

• Client accepts schedule-of-rates billing

• Additional works are expected

Use Lump Sum When

• Scope is clearly defined

• Fixed pricing is required

• Competitive tendering

• Budget certainty is important

Use Composed Items When

• You want cleaner client-facing PDFs

• You do not want to expose internal breakdowns

• You want internal tracking without showing detailed pricing

Summary

Need Help?

If you have any questions regarding Do & Charge vs Lump Sum quoting in JGID, please contact the support team.

JGID Support Centre

Or email:

support@jgid.com