Modify Job Rate and Amount to Invoice from the Job Details Overlay

Completed Jobs become line items on Invoices (unless the jobs are under Contract). This means that you can modify the service rate from the Dispatch Board and your changes will be on the Invoice. This can be done from the Job Details Overlay or from the Dispatch Board itself. To change the Rate from the Job Details Overlay, use the following steps:

  1. Go to Scheduling > Dispatch Jobs.
  2. Click on the Service for the Job you wish to modify. This will open the Job overlay.
  3. Change the number in the Rate field on the right side of the overlay. 

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  4. Click Save.

Note: that if the Service Mode of the service is Hourly, the Amount will change based on the total time worked on the job, e.g. Number of Staff x Hours x Rate = Amount.

 

 

 

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