07-29-2024 03:53 PM
Is there a way to add a minimum charge to my estimate templates, separate from the dispatch fee? Currently, my CSR informs clients that there is a $98 fee for showing up and providing an estimate, which is waived if the estimate is accepted. However, some estimates, like for replacing a flapper, are very small—only $130.32. How can I create a rule that ensures each estimate has a minimum charge?
08-12-2024 10:45 AM
we have a task set up called Diagnostic Service and the description is what it is - For Example Diagnotic Service is $98 - charge the diagnostic - 1098P or 1098H for Plumbing Service or HVAC Service - when the tech writes the estimate and if the customer moves forward waive the fee there under Discounts and Fees and create a code W98 - description Waive Diagnostic Service and deduct from the actual estimate. If you waive and the customer changes their mind, you will never collect the diagnostic.
07-30-2024 11:21 AM
Yes, you can set it up that a charge is added every time you book the estimate by adding default services to your job types. You can do this under settings- job type- select estimates (or whatever you call the job)- default services at the top- select the charge you want to show on every invoice- add- save.
As you can see from the picture below, I have a $92 charge that is added to every heating issue job that I book.