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Using Sections

With Sections you can:

1. Put time and materials underneath a section heading
2. Transfer items from the job between sections
3. Hide or show the items in a section on a quote or invoice
4. Adjust the hide / show without reversing the invoice

Use Sections for:

  • Room names (kitchen, bathroom etc)
  • Floor number / apartment number
  • Part of the total job (eg. pre-wire)
  • Type of work required – Plumbing / Electrical / Gas Fitting etc
  • Day you did the work
  • Add in items that were extras above the original job with a new section for ‘additions’ or ‘variations’
  • Any other method you want to use to show the invoice in the way that suits your customer and you
  • Offer options like 'premium option' to a quote 

DID YOU KNOW?
If you create an invoice / quote (and even send to a customer), you can always adjust the way the sections show and re-issue the invoice / quote. For example, if you summarise a section on an invoice that the customer convinces you to show, follow these steps:

  1. Go to the job’s billable item page
  2. Click the arrow on the left of the section that you want to show / hide
  3. Go to the invoice – the change you made on billable will show on the invoice
  4. Click on PDF and re-send to the customer

The same process applies for the quote except on the Pricing page.

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