Adding extras on the job

Adding an extra

1. 1

   Start taking payment - the first screen is Anything extra today?

   

2. 2

   Tap Service, Add-on or Custom

   • Service or Add-on - pick from your company's list at its listed price.
   • Some add-ons are another of your company's services done on the same visit. You only see those if you offer that service yourself, and the price shown already allows for what's on the job.
   • Custom - type what it was (e.g. "Replacement EGR gasket") and the amount.
3. 3

   Tap Add, then Continue to payment

Customer approval

When you add extras the customer must approve the new total on their own phone before you can take payment. Tap Send approval link to customer - they get a text and email. The screen updates by itself when they approve. If they don't agree, talk to them, change the extras and send again. Only your company can record that a customer agreed in person.

Limits

• Up to 20 extras per job.
• Custom items on one job can come to at most £2,000 - ask your company to invoice anything more.
• Extras can't be changed once payment has started.
• You can't change prices or give discounts.