How do I set up my service agreements to invoice for scheduled or used time?

Some customers are invoiced based on a fixed task price, while others are invoiced by the hour. There are also customers who have a fixed price arrangement, typically as a subscription that covers a certain number of cleaning visits per month.

In some situations, invoicing is agreed to be based on the scheduled time — meaning the time planned in advance for the task. In other cases, it is based on the used time, which reflects the actual hours employees spent on the job.

This article explains how to set up a service agreement to bill either scheduled or used time, and where in the system you can find and apply these settings.

In this article, you will learn how you can set a service agreement to invoice either scheduled or used time:

• How do I set a service agreement to use either scheduled or used time?
• How do I see if a service agreement uses scheduled or used time in invoicing?
• How do I see if a service agreement uses scheduled or used time in scheduling? 
• How do I see if a service agreement uses scheduled or used time in the new calendar?
• How do I edit whether a service agreement is using scheduled or used time in the new calendar?

How to set a service agreement to use either scheduled or used time

In the menu, go to Customer > Customer list

 

Then, click on View service agreements for this customer

Click on Edit service agreement 

Choose between Scheduled time or Used time 

 

Here you choose whether the customer should be invoiced based on time scheduled or time used. The setting is unique to this service agreement.

 

NOTE:

The general setting Invoice scheduled or used time? will only affect any new service agreements that are created.

Then, click Save

How to see if a service agreement uses scheduled or used time in invoicing

In the menu, go to Invoicing

 

See what the service agreement is set to on each invoice that is ready to be exported.

How to see if a service agreement uses scheduled or used time in scheduling

In the menu, go to Scheduling > Calendar

 

Then, click on Create task or Edit task 

Then click on Info icon next to service agreement

See what the service agreement is set to

How to see if a service agreement is using scheduled or used time in the new calendar

In the menu, go to Scheduling > Calendar

 

Then, click on New calendar

Click on the Calendar icon in the bottom right corner of the calendar

 

Then, click on Create task

Choose a Customer

 

Then, click on Info icon in the dropdown for Service agreement 

See what the service agreement is set to

How to edit a service agreement in relation to the use of scheduled or used time in the new calendar

In the menu, go to Scheduling > Calendar

 

Then, click on New calendar

Click on the Calendar icon in the bottom right corner of the calendar

 

Then, click on Create task

Choose a Customer

 

Then, click on Info icon in the dropdown for Service agreement 

Click on the Pencil to edit the service agreement

Edit the content

 

Then, click on Save