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How to Set Up a Maintenance Job With Per Visit Pricing Type
How to Set Up a Maintenance Job With Per Visit Pricing Type
Fred Pape avatar
Written by Fred Pape
Updated this week

1. Create a Maintenance Job

2. Click "Plan"

3. Click "Add Work Area"

4. Give the Work Area a name

5. Click the "Cost Code" field.

6. Choose a Cost Code

7. Click the "Division" field.

8. Choose a Division

9. Click "Create Work Area"

10. Click "Edit"

11. Click into the Pricing Type Field

12. Click "Per Visit"

13. Toggle on Recurring

14. Enter a date range or the number of anticipated visits

15. Add any labor or materials to the work area

16. Edit the quantities

17. Click "override Final Price" in order to set the final per visit price (if needed)

18. Click "Close"

19. Click Save.


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