Using Services
Once your services are set up, pick one wherever you’d normally type a price. hrglass fills in the price for you.
On a Task
Section titled “On a Task”- Create or edit a Task.
- Under Assign Service (Optional), pick the service.
The Task switches to Fixed Cost at the service’s price. You can’t change the billing type or price while a service is assigned. Pick None to change them. When you invoice the Task, it bills that amount. See Task Billing Types.
Service not in the list yet? Choose Add New Service to create it without leaving the Task.
On an Estimate
Section titled “On an Estimate”- Open the estimate and add an item.
- Under Assign Service (Optional), pick the service.
Its price fills in as the item’s fixed cost. See Estimate Items.
On a Recurring Invoice
Section titled “On a Recurring Invoice”- Create or edit a recurring schedule in Fixed items mode.
- On a line, pick the service under Service.
The line’s description and price fill in. Every Invoice the schedule creates uses them. See Recurring Invoices.
When You Change a Price
Section titled “When You Change a Price”Prices are copied when you pick a service. If you raise a price later:
- Tasks and estimate items that already use the service keep the old price.
- Anything new you add with the service gets the new price.
To give an existing Task the new price, open it, pick None under Assign Service (Optional), then pick the service again.