To ensure that you receive payment for all additional services and work completed on a job, you can add additional charges to cover fuel, bulky items, storage, and more.
Add additional charges to a job
Open an opportunity and click the Estimate tab.
Scroll down to the Charges section and click Add Charge.
Select a charge type, enter the details, then click Add New. Here are the different charge types you can choose from and how they're charged:
Charge Type | How It's Charged |
Moving Labor |
|
Transportation |
|
Packing |
|
Materials | Materials such as boxes, packing paper, and furniture pads. |
Additional Services | Third-party fees such as piano fees, truck overnight fees, etc. |
Trip and Travel |
|
Fuel Surcharge |
|
Valuation |
|
Bulky Item | Flat Rate Per Item |
Storage |
|
Shuttle Fees |
|
Reorder the charges that appear on the estimate
The order of the charges determines the order they appear on the estimate. If you want your charges to appear on the estimate in a specific order, you can reorder the charges by clicking and dragging the Reorder icon.
Edit or remove a charge
Click the Settings menu and select Edit Charge or Remove Charge.
Move a charge to a different job on the opportunity
Click the Settings menu and select Move Charge.
Select the job to move the charge to, and click Move.