Watch the video or scroll down for step-by-step instructions
Tiers: All
Before You Start:
- Service Rate: The price of routine service.
- Per Stop: The service rate will apply per service stop.
- Per Month: The service rate is fixed per month.
- With Chemicals: Chemicals are included in the service rate.
- Plus Chemicals: Chemicals are not included in the service rate.
Step-by-step instructions
1. To add a service rate to a customer, select Customers > Service Rates.
2. Under the Rate Type column, click the dropdown bar to select the rate type.
3. For customers with a “Per Stop/Month With Chemicals” service rate, go to Settings > Readings & Dosages, and click the Edit icon.
4. Click the Can include with service checkbox, and Save.
- Performance this action for each chemical included with service.
- Chemicals will still be tracked, but not applied to a customer's invoice or service rate.
- For customers with a "Plus Chemicals" service, the price of chemicals will still apply to service.
Last updated on October 23, 2024