Services are the charges you add to a rental or a quote on top of the products: delivery, installation, technical service, insurance, cleaning. You create them once in your Services catalog and reuse them.
Create a service
- Go to Services (Inventory group of the sidebar) and click New service.
- Enter the name and, if you want, a description.
- Set the base price and the pricing type.
- Adjust the options (see below) and save.
On top you see how many services you have, and how many are active, inactive and required.
Pricing type
| Type | How it is calculated |
|---|---|
| Fixed price | Price × quantity. |
| Per quantity | Charged for each unit of the product. |
| Per day | The price is multiplied by the rental days. |
| Per hour | The price is multiplied by the hours. |
| Percentage of subtotal | A percentage of the products' subtotal. |
| Manual | The person charging types the total on each rental. |
| Included (no cost) | Included at no cost: it is not added to the total. |
Options for each service
- Taxable: whether the service is subject to tax.
- Show in quotes: whether it appears in quotes.
- Required: it is always added to the rental. Use it for charges that are never skipped.
- Active: an inactive service is out of use and is not offered on new rentals.
Add it to a rental or a quote
When building a rental or a quote, open the Additional services section and choose between:
- From catalog: the services you created.
- Custom service: type a name and a price just for that operation.
The services total is added to the operation's total. If you do not have a catalog yet, you can start with custom services and create the catalog later.