HelpJobs and scheduling
Creating and editing a job
A job holds the customer, when you're going, what you're doing, and how long you expect it to take. Those last two are what the invoice gets built from, so they're worth getting right.
What's on a job
The customer and the address you're going to. The date and start time. The service type. How long you expect to be there.
You can also set a price directly on the job. That price wins over whatever your normal pricing is.
What the invoice takes from it
If you bill hourly, the invoice multiplies your rate by the time on the job. So a job scheduled for 90 minutes bills an hour and a half, whether or not that's how long it actually took.
If you're using a price book, the service type is what picks the price.
If there's a flat price on the job, that's the number.
Changing a job later
Editing a job before it's invoiced changes what gets billed. Editing it afterwards doesn't. The invoice has already taken its copy of the numbers, so an invoice you've sent won't quietly change under a customer.
Related
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