Overview
Set up default services for each job type to have them automatically added to the invoice whenever a job is booked. This ensures consistency and saves time by eliminating manual entry. Common uses include dispatch fees or basic services that should always appear on the invoice.
Who uses this feature
Administrators and office employees
Add default services to job types
Go to the top toolbar and click Settings
. In the side panel, go to Operations > Job Types.
Click Edit next to the job type you want to add default service.
Click the Default Services tab.
Click the Search field to find a service from your Pricebook.
Tip: Search by Pricebook code or keyword.
Select the service item and click Add.
When you are done entering default services, click Save.
Remove default services from job types
Go to the top toolbar and click Settings
. In the side panel, go to Operations > Job Types.
Click Edit next to the job type you want to remove default service from.
Click the Default Services tab.
Click Delete
.
When finished, click Save.
How default services work on the invoice?
When the technician is dispatched to the job, the default services will automatically be added to the invoice. Technicians do not need to add them manually.
When the technician taps into the invoice, the default services will already be there.
Note: You can't include discounts and fees on your invoice or estimate, you can only include services and materials.