How do I adjust the price of a job?
Here are a few ways to adjust the price of a job depending on what you need:
- Edit the price of a job (permanently)
- Make a one-time adjustment from the customer page
- Make a one-time adjustment when scheduling a job
- Make a one-time adjustment when marking a job as done
Edit the price of a job (permanently)
- Select the customer from
Manage
>Customers
.
Use the search or filter features to quickly find the customer you're looking for.
-
Select the Jobs tab below the customer's details.
-
Click on the menu icon to the right-hand side of the job and select
Edit cost
. -
Click the edit icon to edit the price of existing items and click
Update
, or remove an item.
-
If you need to add additional items or charges, click
+ Add items
. -
Click
Save
in the top-right corner.
Make a one-time adjustment from the customer page
You can make a one-time adjustment to the next invoice of a job from the customer page. This is ideal if the customer has asked you to do a bit more or a bit less next time.
- Select the customer from
Manage
>Customers
.
Use the search or filter features to quickly find the customer you're looking for.
-
Select the Jobs tab below the customer's details.
-
Click on the menu icon to the right-hand side of the job and select
Invoice Adjustment
. -
Toggle the
One-time invoice adjustment
option. -
Charge more
will be selected by default. SelectCharge less
to reduce the price next time. -
Enter the difference, not the total price of the job (e.g., if you need to charge £10 more on this occasion, enter £10). Compare the
Original cost
andAdjusted cost
amounts to make sure you've entered the correct amount. -
Enter a reason for the adjustment in the space provided. This will appear on the customer's invoice.
-
Click
Save
.
Make a one-time adjustment when scheduling a job
You can make a one-time adjustment to the price of a job when manually scheduling a job. This is ideal if the customer has asked you to do a bit more or a bit less next time.
-
Toggle the
One-time invoice adjustment
option. -
Charge more
will be selected by default. SelectCharge less
to reduce the price this time. -
Enter the difference, not the total price of the job (e.g., if you need to charge £10 more on this occasion, enter £10). Compare the
Original cost
andAdjusted cost
amounts to make sure you've entered the correct amount. -
Enter a reason for the adjustment in the space provided. This will appear on the customer's invoice.
-
Click
Schedule
.
Make a one-time adjustment when marking a job as done
You can make a one-time adjustment to the price of a job when you mark it as done. This is ideal if you couldn't access everywhere you'd quoted for, or the customer had you do a few extra things while you were there.
-
Toggle the
One-time invoice adjustment
option. -
Charge more
will be selected by default. SelectCharge less
to reduce the price this time. -
Enter the difference, not the total price of the job (e.g., if you need to charge £10 more on this occasion, enter £10). Compare the
Original cost
andAdjusted cost
amounts to make sure you've entered the correct amount. -
Enter a reason for the adjustment in the space provided. This will appear on the customer's invoice.
-
Click
Done
.