Company Details
Fill in the fields below with more info about your business.
This info will appear on your invoices
Labor Rates
Here you can set up your labor rates depending on the type of job you do.
These rates will be pre-filled in when you create an invoice and add a labor entry.
Input the type of labor and price per hour
Ideal when charging clients by the time spent on the job
This will make your defaul labor rate a fixed value
Ideal when you charge by the job and not by the hour
You can still override this setting when adding labor to your invoice
Use the slider to setup the profit margin on your labor
Most shops keep 100% of the labor income, but some share it with their mechanics
Ideal when you work with technicians who also take a cut from the labor
Inventory Markup
Here you can set up your markup % for your inventory.
You can then apply this markup when you add a new part to your inventory
Input fixed markup levels that you can choose by name in inventory
Create a pricing matrix by setting up cost ranges (from-to) and markup values for each range!
Tax Rates
Select the types and values of the taxes applicable for your business and state
You can edit the names and values of each tax type
Tax Settings
Change the default tax settings for your items
You will be able to still edit these when adding items
Disclosures
Tell your clients how you prefer to get paid
This info will be visible on all your invoices
Here you can setup default recurring charges to your invoices
These charges will apply automatically to the Other section of all new invoices
click the Add New Record button and input charge description as well as percentage or fixed amount
(eg. fuel, towing, surcharge, shop supplies, etc.)