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Part 1: How to set the minimum Job charge for your branch
Part 2: How the minimum Job charge works on quotes.
Part 3: How the minimum Job charge works with COD Jobs
Part 4: How the minimum Job charge works with invoices.
Part 1: How to set the minimum Job charge for your branch.
1. Go to File > Company/Branch Information
2. Highlight your branch, and click “Modify”.
3. Enter your dollar amount under Minimum Job Charge:
Part 2: How the minimum charge works on quotes.
If the price from the tasks and materials does not meet the minimum price . . .
When you go to print, you will get a message warning you that the task price will be excluded, so that the minimum Job price can be displayed.
The printed Quote will display the minimum price.
Part 3: How the minimum Job charge works with COD jobs.
If the total price on the Job tasks adds up to $0.00, then the mobile app will say “COD Call Office” like always.
If the total price on the Job tasks adds up to less than the minimum Job price, the mobile app will say “COD <Minimum Job Price>”.
If the total price on the Job tasks adds up to be more than the minimum Job price, the mobile app will say “COD <actual cost>”
Part 4: How the minimum charge works with invoices.
On the create Invoice screen, if the FT total is less than the minimum Job charge, the “Selected FT Total” column will show in red.
When you check the box next to a Job below the minimum Job charge, you will get a pop-up asking you to confirm you want to Invoice even though the price is below your minimum Job charge.