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)

Use this method to change the price of a job for all future occurrences.

1. Select the customer from Manage > Customers.

2. Select the Jobs tab below the customer's details.

3. Click on the menu icon to the right-hand side of the job and select Edit cost.

4. Click the edit icon to edit the price of existing items and click Update, or remove an item.

5. If you need to add additional items or charges to the existing category, click + Add items. To add items or charges from another category, click Add a category and then + Add items.

6. 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.

1. Select the customer from Manage > Customers.

2. Select the Jobs tab below the customer's details.

3. Click on the menu icon to the right-hand side of the job and select Invoice Adjustment.

4. Toggle the One-time invoice adjustment option.

5. Charge more will be selected by default. Select Charge less to reduce the price next time.

6. 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 and Adjusted cost amounts to make sure you've entered the correct amount.

7. Enter a reason for the adjustment in the space provided. This will appear on the customer's invoice.

8. 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.

1. Toggle the One-time invoice adjustment option.

2. Charge more will be selected by default. Select Charge less to reduce the price this time.

3. 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 and Adjusted cost amounts to make sure you've entered the correct amount.

4. Enter a reason for the adjustment in the space provided. This will appear on the customer's invoice.

5. 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.

1. Toggle the One-time invoice adjustment option.

2. Charge more will be selected by default. Select Charge less to reduce the price this time.

3. 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 and Adjusted cost amounts to make sure you've entered the correct amount.

4. Enter a reason for the adjustment in the space provided. This will appear on the customer's invoice.

5. Click Done.