Step by step
- Open the company and click the Details & portal logins tab. Find Cost limit without approval (£, ex VAT).
- Enter the amount, for example
250. Leave it empty to use the firm default from Settings. - Press Save.
How it is used
Every new job takes the customer's cost limit (or the firm default) when it is logged. If the job goes over it, it needs the customer's approval before you invoice it.
Changing the limit does not change jobs already logged.
Works together with
- Change a customer's detailsUpdate the name, billing email, address, VAT number, payment terms, cost limit, response time or type of a company.
- Customer approval by linkEach sent quote has a private link. The customer opens it, sees the lines and totals, types their name and presses Accept quote or Decline.
- 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.