This article will teach you how to add billable charges to a service request.
- From the Property & Facility menu, click Service Requests.
- From the Service Requests page, click the WO# of the service request that you desire to add billable charges to.
- From the Service Request: [WO#] page, click the Charges tab and then click the New Charge button.
- Once the Add New Charge window has opened, complete the form presented:
| Field | Explanation |
|---|---|
| Charge Type |
Select the charge type. Note: See the Defining Service Request Charge Types article to add to or edit the list of charge types. |
| Category | Select the type of charge. |
| Description | Provide a brief description of the charge. |
| Quantity |
Enter the quantity of items for the charge. Note: If the charge is for labor, enter the number of labor hours. |
| Unit Price |
Enter the cost per unit. Note: If the charge is for labor, enter the cost per hour of labor. |
| Subtotal ($) | Subtotal will automatically calculate and generate within the field. |
| Markup ($) |
If applicable, select the Markup ($) checkbox and the percentage from the drop-down list. Note: Markup will automatically calculate and generate within the field once the above is completed. |
| Tax ($) |
If applicable, select the Tax ($) checkbox and the percentage from the drop-down list. Note: Tax will automatically calculate and generate within the field once the above is completed. |
- The field User will appear if the Category selected is Labor.
- Note: Staff users must be assigned a role for their name to appear in the user drop-down list. To learn more, see Adding a Staff User to a Property.
- Click the Save or Save & New button to save the current charge and add additional charges.
- The billable charge has been added to the service request and is now visible under the Charges tab.
- Note: To remove a charge, from the Charges tab, click the checkbox next to the applicable charge, then click the Delete button in the header.