Guide · 372 answers

How YourCA works, step by step.

How do I charge the agreed rate?

  1. Put the agreement in force on the customer: Check and use, then Use these.
  2. Raise the invoice from Invoices, To invoice. The clock time bills at the agreed labour rate, and a call-out job gets the agreed call-out fee for each visit done.
  3. On a quote, an hourly item from the price book takes the agreed rate. Use the new prices keeps it.
  4. A maintenance plan with a price puts it on the job when you book it: once a visit, or once for each asset.
  5. Every line stays yours to change on the draft. What you type is what is billed.
Worth knowing

A quoted job bills its quoted price only, with no agreed labour or call-out on top. Rates show only to people who see the business figures.