Price book and maintenance plans
Standard prices for estimates, and service plans, like an oil-change club, that book their own visits and bill themselves.
Price book
In Jobs › Price book, click Add item for each labor rate, part or flat-rate service you use. When you create a quote on a job, each option has + Add from price book: pick an item and its price is added to the option and its name to what's included.
The price book holds your prices only. It doesn't track parts stock, order parts or look up labor times.
Maintenance plans
In Plans, click New plan: a name (like Oil Change Club), Visits a year (say 4), the visit's job type, the Price and how it's Billed: once a year, every month, or each visit.
To put a customer on a plan, open their jobs (a job › Their jobs) and click Add to a plan. Pick the plan and the first visit date.
- Two weeks before each visit is due, it's added to Jobs › Unscheduled for you to put on the board.
- Yearly and monthly plans get an invoice at the start of each period. Tick Text the plan invoice automatically to send it without you. Otherwise it waits as a draft.
- Plans billed each visit charge the plan price on the visit's own invoice. On a yearly or monthly plan, the visit's invoice starts at $0 so you only add extra work.
Pause stops new visits and invoices until you Resume. Cancel ends the plan.