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)
• Plan a price change for a later date
• Make a one-time adjustment when marking a job as done
• Make a one-time adjustment when scheduling a job
• Make a one-time adjustment for a future job from the customer page
• Make a one-time adjustment for a job marked as done

Edit the price of a job (permanently)

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

1. Search for the customer or go to Tools > Manage > Customers and select the customer.

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 breakdown.

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.

Plan a price change for a later date

Use this to put your prices up (or down) from a set date, for example at the start of the year. The job keeps its current price until then, so you have time to tell your customers.

1. Search for the customer or go to Tools > Manage > Customers and select the customer, then select the Jobs tab. You can also do this from Tools > Plan > Jobs.

2. Click on the menu icon to the right-hand side of the job and select Edit price change.

3. Enter the New price and the Effective date it should start from, then click Save.

On that date the new price becomes the job's price overnight. Your next visit and invoice use it, and so does the job's cost breakdown. If you leave the date empty, nothing changes until you open Edit price change again and click Apply now. Clear removes the planned change and keeps the current price.

To plan a change for lots of jobs at once, select them on Tools > Plan > Jobs (see multi select tool) and choose Calculate price change from the bulk Actions menu. Choose a Percentage or Absolute (fixed amount) change, round the new prices to 10p, 50p or £1 if you like, choose the date, then click Calculate. Each job gets its own new price, worked out from what it costs now.

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. Open the Payment & billing section.

2. Toggle the One-time invoice adjustment option.

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

4. 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.

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

6. Click Done.

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 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. Search for the customer or go to Tools > Manage > Customers and select the customer.

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 for a job marked as done

You can make a one-time adjustment to an invoice even after marking the job as complete.

1. Search for the customer or go to Tools > Manage > Customers and select the customer.

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 View history.

4. Click on the menu icon to the right-hand side of the occurrence you want to adjust and select Edit.

5. Toggle the One-time invoice adjustment option.

6. Charge more will be selected by default. Select Charge less to reduce the price.

7. 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.

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

9. Click Submit.