Service Sight allows you to Create fixed price Labour rates and categorise the work you do into job types. Each job type can have a unique name, description, charging structure and even report to different sales revenue codes in your accounts system. You can create as many job types on Service Sight as you need and configure them in any way you like.
For some of your jobs you will want to charge a fixed price rather than Labour & materials, such as a quoted job or planned service. To cater for these you can create a job type that allows you to raise an invoice but not charge for the individual elements.
- To add a fixed price job type simply go to Settings | Job | Job types.
- Click the green ‘New job type’ button to create a new one.
- The ‘New job type’ screen opens.
- Next, select the category that this new job type belongs in. This is a fixed list of Call Out, Repair, Service & Abuse. The Call Out category will calculate a due date for jobs created of types in this category based on the response time in the Settings. Service is used to differentiate planned service work from reactive and should be used on any job types of this category. Abuse is reserved for types such as customer damage & vandalism. Repair is the catch all category and should be used for any job type that does not easily fit into one of the other three categories.
- Next, you can enter an optional description to describe what this job type is for and how it operates.
- Then, in the Invoice settings section leave the option labelled ‘Creates Invoices’ ticked.
- You can then select further options for the level of detail you would like on the invoices for jobs of this type.
- You can also add a Inspection template if you require.
