Company Details

Fill in the fields below with more info about your business.

This info will appear on your invoices

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All info above 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.

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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

Fixed Markup

Input fixed markup levels that you can choose by name in inventory


Pricing Matrix

Create a pricing matrix by setting up cost ranges (from-to) and markup values for each range!

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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

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Disclosures

Tell your clients how you prefer to get paid

This info will be visible on all your invoices

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Recurring Charges Back

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.)