Services

SERVICE TAB

The Services tab aims to allocate the service or services offered within the framework of a contract and thus establish its cost.

Summary:

The screen begins with a summary of the zones identified in the Location tab and the area obtained during zone tracing. These details help estimate the required workload and, consequently, determine the service cost.

The Services section compiles all services assigned to the contract.

Add a Service:

For a more information, please check the following article --> Adding a service

1. Click on the "+" button. 
   
2. Use the dropdown list to select the desired service from those previously created in the Management - Services function.
   
3. Drag the indicator to determine if the service is taxable (green) or non-taxable (red).
   
4. Enter the desired amount for the service price and save using the green floppy disk icon.
   Repeat the process as necessary to add all required services.
   

At any time, delete a service by clicking on the associated red trash bin or modify the cost by adjusting the amount in the field. Note that changing the service type is not possible. You must first delete the unwanted service before creating a new one with the corresponding type.

Indicate whether the contract should be estimated or has a reference by checking the appropriate box.

Note that these pieces of information can serve as search criteria on the main contracts page, making it easy to find contracts whose cost estimates have not yet been made.

Discounts:

The Discounts section contains various price reductions to which the client is entitled. These discounts can have various purposes, such as stimulating sales, promoting specific services, attracting new clients, etc.

1. Click the "+" button in the top right of the section.
   
2. Choose the desired discount type from the dropdown list.
   
3. Enter the discount value and then click the $ button to indicate that the value is a monetary amount or the % button to indicate that the value represents a percentage of the total contract cost.
   
4. Add a note for further clarification if needed.
   
5. Save the changes to the contract by clicking the "Save" button.
   

Observe the effect of your discounts in the Total section of the interface. This section Total summarizes the financial aspect of the contract.

It includes :

1. The total cost of the contract
   
2. The amount the client has already paid (Paid)
   
3. The outstanding amount yet to be paid (Balance).
   

On-Demand Services (Per Visit):

Amounts entered in this section will be displayed in the contract to inform the client of their cost with each use.

By default, these services will only appear on commercial contracts, but it is possible to request them for residential contracts as well.

Names appearing on the contract can also be changed, but they will remain unchanged on the platform.

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