Billing
Price breakdown & Charging
On the Edit job page, on the right hand side of the screen you can find the information about hours and price breakdown for the job. This is divided into different sections, explanation is below.
Time
Total job time can be entered from your Dispatch application. This will allow you to override any time tracking from the Movers app.
Total time for the job is affected by:
Time increments on the Company settings (if the time should round up by e.g. 15 min mark)
When the job was put in progress and when it was completed
If there were added breaks from the Movers app
If the total time was overridden
Example: if the job took 04:56 and the company has increments set to 15 minutes, total job time will be 05:00.
Break time
Foreman is able to add break time (as in from-to) to indicate when the movers took a break during the move.
Double Drive time
This option is abbreviated to DDT. It allows the Foreman to enter the number of hours and minutes for DDT. And the option is also available inside Dispatch app. This will increase the total hours on the job.
Base Price
Base price is calculated from total job time and hourly rate. In scenarios where total job time is less then minimum hours, the system will calculate the base price from min hours.
Example:
Min hours for the Company are set to 3h
Hourly rate is $100
Job total time is 02:45
Base price for this job will be $300
Additional Expenses
In this section you can add additional charges to increase the job price for certain services or add tips for movers that performed the move.
Additional expenses can be added before the move is booked, e.g. by a Sales person booking a Lead, or on Job page after the move was booked.
Expenses
When adding an expenses the user will need to enter the description and the amount. Job total price will increase according to the sum of all amounts under expenses section.
Tips
Tips can be added from the Movers app as well, but they can be added from Edit job page in your Dispatch app too.
Tips can be in Cash or Credit, and an amount must be entered. Both affect the total job price, but don't affect the totals calculation for company earnings.
In addition, Credit card tips will affect the balance due, so you are aware that tips need to be charged from the card.
Discounts
Discounts will reduce the total price for the job. There are 3 discount types that can be added:
Discount
Office covered
Carrier covered
"Discount" is a regular discount that is added before the move begins, usually it will be a return customer discount or a coupon, etc. In this discount the system will also consider automatic discounts, such as Cash discount (as it belongs to the company settings). It will reduce the total price for the job.
Office covered and Carrier covered are assign automatically as a type depending on the logged in user's permissions. Both of these are used if there was a mistake or damage on the job that is responsibility of either Office or Carrier.
Office covered and Carrier covered reduce the total price of the move, but they also provide valuable information who is the responsible party that should cover those expenses when mistakes occur.
Examples:
-$50.00 damage discount (Carrier covered)
-$50.00 wrong booking info (Office covered)
All discounts can be edited if the user has permission to edit them from their role. So these types can be adjusted along the way.
Discounts can be added before the move is booked, e.g. by a Sales person booking a Lead, or on Job page after the move was booked.
Flat and Percentage Discount
A discount on a move can be flat in dollar amount, or calculated % from the price. Discount in flat amount is straight forward and reduced the total move price in the entered amount. For the percentage we take different kind of calculation into the account. Check below.
Formula to calculate % discount amount:
Transactions
In this section we will list out all charges that were made for the job and provide the option to create a new transaction. Transactions are divided into: Deposit, Payments and Refunds.
Deposit
If the deposit was charged for the move, it will be listed here with an info icon to see last for digits of the credit card in most cases.
Payments
List of all payments, made with Cash, Credit Card or Directly through authorize, will be shown here.
At the top of the section you can see the sum of all charges made.
Refunds
There are 2 types of Refunds: Refund and Refund overcharge.
Regular refund should be used when the customer is given some kind of compensation for services provided or damage.
Refund overcharge should be used when the customer was double charged and you want to nullify that transaction. This type of refund will affect both the job total price and balance due.
Total Price
Total price is the sum of all expenses and base price while reducing the amount for all the discounts.
Total Fee
Total fee is the sum of all fees that were charged along credit card transactions. This depends on:
Transaction fee % set for the Company
Amounts for charges made with Credit Card
Balance Due
This is the amount that remains to be charged, i.e. this is how much the customer owes the company.
Refund overcharge will affect the balance due and refund both the transaction and the fee for the entered amount.
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