Step by step
- Open the contract and click the Details & terms tab (or use the + New contract form).
- Under Included in the contract (not invoiced on its jobs), tick the items: Call-out, Labour, Travel & mileage, Parts, Toner & consumables.
- Click Save (or Create contract).
How it works on a job
When a job is logged under the contract, each charge is checked: call-out, labour, travel time, mileage and each part.
Ticked items show on the job's charges as covered by the contract and are left off the invoice. Unticked items are invoiced as normal.
Parts and consumables are told apart by the item's kind in your price list: a consumable (toner, drum, waste box) follows Toner & consumables, everything else follows Parts.
A free callback (a return visit to a recent repair) is not charged whatever the contract says.
Minimum charges and rounding
Minimum labour time and rounding come from the rates on the job (set in Settings). They only matter when labour is not covered.
Tips
- If a customer's contract covers parts but not toner, make sure toner items in the price list are marked as consumables.
Questions
If nothing is chargeable, can I still invoice the job?
No. Creating the invoice says "nothing left to invoice on the chosen job(s): already billed, covered by contract or a free callback".
Does changing coverage change jobs already invoiced?
No. Coverage is checked when you create the invoice.
Works together with
- ContractsService, rental and copy contracts for your own customers' machines. Each period a billing run charges the service fee, rental and other charges, and copies at the customer's prices, then makes the invoices.
- Create a contract in one screenChoose the customer, tick their machines (with rental if any), set dates, billing period, service fee and what it covers. Copies are priced from the customer's copy prices.
- Create an invoice from finished jobsTick finished jobs for the same payer and create one draft invoice with their call-out, labour, travel, mileage and parts.
- Callbacks: the same fault coming backWhen you log a job on a machine that was fixed recently, SubClik asks if it is the same fault coming back. A free callback is not charged; a charged one needs a reason.
- Parts & services (price list)Your catalogue of parts, toners and services with selling prices, used on jobs, quotes and invoices.
- Standard rates and SLAYour standard call-out, labour, travel and mileage charges, how labour is rounded, delivery access charges, the cost limit, the callback window, and the response time (SLA) with your working hours.