How do I set a do and charge limit?
- For a customer who always says go ahead, open them in the Directory, Customers, and press Do and charge. Tick it and type the limit they agreed to, or leave it empty for no limit.
- Every new job for that customer starts as do and charge with that limit. Jobs already made keep their own.
- To change one job, open it on the Jobs tab, press Edit, and tick or untick Do and charge or change its limit.
- The tech's job card and My day show one line, such as Do and charge, up to A$800: quote first if it goes over.
Worth knowing
The limit is the only figure the tech sees. No price, total or balance is ever shown on the phone.