Services, Rates & Agreements
Trades, Services, rate types, materials, and Scheduled Services.
Services & Rates
- Rate Structure & Hierarchy
- How To Create, Edit & Add a Custom Form
- How To Add a New Trade
- How To Create A New Service
- How To Add A New Per Event Rate Type
- How To Add A Per Hour Rate Type
- How To Add a Per Service Rate Type
- How To Add A Per Task Rate Type
- How To Setup Before And After Photos In A Service
- How To Activate Signature For Your Technician On The Field
- How To Enable Pause Trip And Must Return Feature
Scheduled Services
- Remove Sites from a Scheduled Service Agreement
- Add Sites to an Existing Scheduled Service Agreement
- Per Service - Invoice generation on Completed Work Order (Agreements with Start and End dates)
- How To Set Up Per Service - Invoice generation on Completed Work Order - Ongoing Agreements without End Dates
- How To Deactivate Current Scheduled Services
- How To Renew a Scheduled Service
- How To Activate a Scheduled Service (Preventative Maintenance) aka Agreements
- Per Service - Separate WO generation Separate Invoice generation One Invoice Per Site
- How To Create Invoices Based on Completed Work Order - Custom Frequency
- Seasonal Agreement - Separate WO generation AND Separate Invoice generation with One Invoice for all sites
- How to make a new Scheduled Service for Recurring Trips for Multiple Properties