- Select the "edit icon" to add pricing details to the job.
- Select "Time Rates"
- Select the "Service" or use the search bar if the desired service is not displayed on the current page.
- Once the service is selected the "Current Totals (Estimate)" will be populated and the confirm button will become available
- Select the "Confirm" button to complete selection
A Pricing estimate will be displayed based on the stops entered on the job.
- The booking can now be booked in as a Job or saved as a quote
Job Pricing
Once the job has been completed by the driver the pricing can be marked as "Reviewed"
- Select "Job Pricing" from the Job details menu
After reviewing all start and finish times and other Job details are correct
Select the "Mark as Reviewed" button
Finalising Job
Note: Only a user who has a Team Leader / Branch Manager role will be able to Finalising a Job.
- Select "Accounting Totals" from the Job details menu
- Select "Mark as Finalised" to Mark job as read for invoicing
- Select "Release for Editing" if any changes need to be made
- Job note will need to be added if the job is to be sent back for editing