Calculate COD Amount from WO Tasks/ Minimum Job Charge

An option is available under Company Branch settings to charge either the Minimum Job Charge ,or charge the amount from the Work Order Tasks.

Minimum job charge is found under Company Branch Information-> Address Tab

If your company has a Minimum Job Charge, and the Work Order tasks are under the Minimum Job Charge ,the quote will automatically price at the Minimum Job Charge.

Option 1: Calculate COD amount from Work Order Tasks and not the job.

To use this option go to Company Branch Information-> Mobile Tab and check the box Calc COD amount from Work Order Tasks(not Job)

The technician will see the COD amount displayed on the Work Order, and Field Ticket at the top and additionally at the bottom near the customer signature.

The amount to be collected is calculated from the task price. ( not the Job Minimum Charge )

Customers will also see the COD amount displayed in the customer signature section when signing on the device or by receiving a text link.

When you create an invoice you will receive a message box notifying you the price is below the Minimum Job Charge, and the Field Ticket total column will be highlighted red.

 You will only be prompted on the first FT that is invoiced for that job, due to incremental invoicing.

Option 2: Use Minimum Job Charge when tasks are priced below the Minimum Job Charge.

To use this option go to Company Branch Information-> Mobile Tab and leave the Calc COD Amount From Work Order Tasks unchecked.

The technician will see the COD amount displayed on the Work Order, and Field Ticket at the top and additionally at the bottom near the customer signature.

The amount in option 2 is calculated from the Job minimum price.

The customer will also see the COD amount displayed on the customer signature section by signing on the device or by receiving a text link.

When you create an invoice you will receive a message box notifying you the price is below the Minimum Job Charge,and the Field Ticket total column will be highlighted red. 

 You will only be prompted on the first Field Ticket that is invoiced for that job, due to incremental invoicing.

Click "Cancel" and go to "View FT's"

Reprice the Field Ticket to reflect the Job Minimum Charge. You could also leave a note stating the reason for the price change.

Then create the invoice for the minimum job amount.