To access the Service Details pop up, you will want to be on the job information page of the service you would like to add the tag to, click on the '+' button next to any service.

Service Information

# - This is the number that denotes the order in which the services are meant to print on the proposal.

Item - This is the plant or item that the service is being performed on.

Service - This is the service name of the service being offered to the client.

Price - This is the service price of the service being offered to the client.

Quantity - This is the quantity of item or of service for the service being offered to the client.

Item Qty - This is an older, outdated field; our development team would recommend using the Quantity section instead.

Est. Hrs - This is the estimated man hours of the service being offered to the client.

Section - This is the section name of the service being offered to the client (learn more about this here.)

Status - This is the status of the service being offered to the client (learn more about this here.)

Estimated Crew - This is the name of the crew that our salesperson has assigned to the service for job costing and future scheduling purposes.

Scheduled Crew - This is the name of the crew that the service was scheduled for.

Description

These are notes that will display on the proposal, the work order, and the invoice (unless this has been removed as per your request during the customization process) that pertain to the individual service it was entered on.

Work Order Notes

These are notes that will display on the work order that pertain to the individual service it was entered on.

Service Type (learn more about this here)

Est Visits - This is the number of visits estimated for this service.

Diff. Rate - This is the difficulty entered in on the service.

Service Settings

Do Not Invoice - You will want to check the Do Not Invoice box if you do not intend on billing your client for this service. This will allow you to accept a service, schedule it and track resources against it without it appearing on the Batch Invoice page or allowing you to invoice it from the job.

Add-On - The 'Add-On' option serves two purposes. The first being for when a contract job is created, and then the customer requests for another service be performed outside of the contract. This is to remind you to bill the customer for that service. The second purpose is for when services are added to the job from the mobile crew, while the crew is actually on the job.

Service Pictures (learn move about this here)

Service Tags (learn more about this here)

Preferred Scheduled Date Range

A manually entered date range, this is the set preferred date to start and end a service.

Service - Profit and Loss

  • Estimated Price and Cost - This considers only the services estimated price and cost, which isn’t updated after scheduling the service.

  • Scheduled and Completed Price and Cost - After scheduling the service the Scheduled and Completed values will be updated.

    • It is important to notes that this chart includes:

      • Price - price of the service

      • Discount - amount discounted from the service price based off of the job discount

      • Subtotal - price of the service - discount amount

      • Cost - cost of the service

      • Gross Profit - subtotal - cost of the service

      • OH Cost (Overhead Cost) - overhead cost of the service

      • BE (Break Even) - overhead cost of the service + cost of the service

      • Net Profit - subtotal - break even

Service Dates

Created Date - This is the date that the service was added to the job.

Scheduled Date - This is the date that the service was scheduled for after the job was accepted and turned into a Work Order.

Completed Date - This is the date that the service was completed after being scheduled.

Don't Renew Until - This is the date at which the service can be renewed. This is going to automatically populate based on the service's completed date and the service's renewal interval.

Service / Job Costing

Application Target - This will pull from the default set up on the service item itself, but can be edited on a service level basis (learn more about this here.)

Application Code - This will pull from the default set up on the service item itself, but can be edited on a service level basis (learn more about this here.)

T & M by Res Charge / by Serv Charge / Price by Est Res - This will pull from the default set up on the service item itself, but can be edited on a service level basis. (learn more about this here.)

Discount Calculator (learn more about this here)

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