The lines
Each chargeable item with its quantity and amount. Lines covered by a contract (“in contract”) or a free callback (“free callback”) are struck through and not added up.
Invoiced marks lines already on an invoice. no price in amber means an item still needs a price.
To charge (ex VAT) is the total of what will be billed.
“Nothing to charge yet” until time, mileage or parts are recorded.
Cost limit
If the client has a cost limit, the card shows it and any amount the client has approved above it. When the total goes over, it says “Over the limit: get the client's OK before invoicing.” See “Cost limit and client approval”.
Quotes
Quotes made for this job are listed with their number, version, amount and status. Press + New quote to quote for this job (for example for parts the engineer found were needed).
Questions
Why is the labour charged for more minutes than worked?
Labour is charged per block (for example per started 15 minutes) with a minimum, and the call-out may include some time. The Client rates on this job card shows minutes worked and minutes charged.
Why is call-out struck through?
The job's contract covers it, or it is a free callback.
Works together with
- Cost limit and client approvalClients can set a cost limit per job. When a job goes over it, record how the client approved the extra before you invoice. Owners and admins can change the limit for one job.
- Confirm or change the client rates on a jobFreelance jobs keep the client's call-out, labour, travel and mileage rates from the day they were logged. Owners and admins can confirm or change them with a reason.
- Set or change the price of a part on a jobEvery chargeable part needs a price before the job can be invoiced. Set it on the job, mark it free, and give a reason if the job is already finished.
- Invoice a job (or mark it invoiced elsewhere)From a completed or reviewed job, owners and admins create a draft invoice with one click. If you invoice in another system, mark the job as Invoiced elsewhere.
- 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.
- Create a quoteStart a new draft quote for a company, with a title and optional notes for the customer, then add the lines.
- 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.