Products & Services
Help articles for service rates, scheduled services, materials and items.
Services & Rates
- Understanding Priority for Billing Rates
- How To Edit a Service
- How To Add a New Trade
- How To Upload Per Task Rate Type in Bulk
- How To Activate Signature for your Technician on the field
- How to add an attachment to a custom form
- How To Delete a Service
- How To Delete a Trade
- How to set Before and after photos under a Service
- How To Create a new Service under a Trade
- How To Add a Per Task Rate Type
- How To Add a Per Hour Rate Type
- How To Upload Per Service Rate Type in Bulk
- How to Edit a Trade
- How To Add/Create a new Task
- How To Add A Rate - Equipment Task T&M
- How To Add a Per Service Rate Type
- How To Create, Edit & Add a Custom Form
- How To Add a new Per Event Rate Type
Scheduled Services
- How To View Current Sent/Receive Agreements
- How To Deactivate a Scheduled Service
- How To filter Agreements
- How To Renew a Scheduled Service
- How To Deactivating Current Scheduled Services
- How to see agreement associated to a particular work order?
- How to Archive a Current Scheduled Service
- How To Activate a Scheduled Service (Preventative Maintenance) aka Agreements
- How To Download Current Scheduled Services
- How To Activate a Scheduled Service
- Per Service - Invoice generation on Completed Work Order (Agreements with Start and End dates)
- How To Separate WO generation and Invoice generation with One Invoice for all sites
- How To Set Up Per Service - Invoice generation on Completed Work Order - Ongoing Agreements without End Dates
- How To Create Invoices Based on Completed Work Order - Custom Frequency
- How To Create a scheduled service agreement with CUSTOM frequency
- Per Service - Separate WO generation Separate Invoice generation One Invoice Per Site