Services are always part of Estimates and you'll need to set them up before you can begin creating Estimates. Services may include a rate matrix and estimate description. If you don’t use a rate matrix, the Service will use the Default Rate. If no Estimate Description is entered, it will default to the Invoice description.
To set up Services, go to Settings > Scheduling > Services then click the name of an existing Service or add a new one. The overlay will look like this:
Only use for Estimates – Checking this check box means the Service will only appear on Estimates for selection as a sub-item. It will not appear on any job or invoice. You cannot schedule Jobs using a Service that is marked Only Use for Estimates.
If you check this box, the Service overlay will change:
Notice that the tabs remain at the top of the overlay when the box is selected. The Estimates tab will also change:
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Description on Estimate |
Enter the description for this service, which will appear on any Estimate containing the Service. |
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Call Script Notes |
Add quick reminder notes for your staff to mention if they're on the phone with the client. For example, “Our monthly service includes XYZ, and we are currently offering a discount to new clients through the end of this month.” |
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Number of Visits |
The number of times per year the service will be performed. This number defaults to 1 on the Estimate screen. |
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Rate Per Visit |
Type in the rate in the “Rate per Visit” field to create a default price. |