Today we’re excited to announce line item fees, allowing you to reflect different services, up-sell additional services on-site and do re-inspections easier. We’ve also added auto-generated invoices to save you even more time.
Line item fees
When scheduling an inspection, you can now create line items for all your fees:
Note that you can apply discounts with negative values.
We save all your entries for quick dropdown selection. You can set the default initial value in Settings->Booking:
Add fees to an existing inspection
When viewing inspection details, you can add/remove fees by clicking ‘Edit’ in the Fees & Payments area:
Great for re-inspections! After adding a new fee the inspection “Paid” flag will un-check automatically.
Automated email notifier
In Automation->Inspection Agreements & Fees, you now have a new option for sending clients an email when a new fee is added to an inspection:
Include a link to help your client pay:
We’ve also added auto-generating invoices. From the inspector view simply click ‘View Invoice’:
Clients can access the invoice from a couple spots:
Here’s how the invoice looks:
Once paid, they include a “Paid” stamp with payment details:
If you add an additional fee after receiving payment (for example, a re-inspection fee) they will see an updated invoice like reflecting a Balance Due:
Inspections that you have completed prior to this new feature will be updated to reflect a single fee label “Inspection Fee” for the amount of the inspection. The paid/unpaid flag will remain unchanged. This makes it easy to go into past inspections and add re-inspection fees or to print invoices.
We hope this feature gives you even more flexibility in your business. Let us know what you think!