This article is intended to help you understand how to correctly set up your Service Ticket to achieve your desired outcome. The single biggest question you need to answer before correctly setting up your Service Ticket is:
How do you intend to bill for this work?
We need to tell SynkedUP how you are going to bill for this work. We call this Pricing Type in SynkedUP. Below are all the Pricing Types to choose from:
Quoted Price. A fixed price, meaning regardless what actual time or materials you use, the price to the customer will remain the same.
Time and Materials. Meaning the bill will be the total of whatever actual time and materials you've used to complete the task.
Flat Rate. Meaning you will bill on a flat rate per item or service, regardless how much labor it took. For instance: $50 per mowing, regardless whether the mowing took 20 min or 40 min of labor.
Unbillable. Meaning this work is warranty work, a callback, whatever. You aren't collecting revenue for this work.
Click on any of the Pricing Type links above to dive in a bit more in to the details and workflows around each Pricing Type.
Another thing for you to know: You can create multiple Tasks within the same Service Ticket. The Pricing Type is set at the Task level, meaning you could have one Task to take care of a warranty issue (Pricing Type Unbillable), and another Task for some billable work, (either Pricing Type Quoted, or T&M, or Flat Rate) in the same Service Ticket.