Adding & Finalizing Bill Items in Crew App

Overview

This article covers the different types of bill items accessible from the Crew App, how to find and select them, and how to finalize billing from the tablet. This article is broken down into the following sections:

• Reviewing & Editing the Bill
• Types of Billing Items
• How to manually add an item

Note: Timesheets should have been entered before this next step. Please click here to learn more!

Video Walkthrough

Reviewing and Editing the Bill

Upon timesheet submission, the Crew App will automatically calculate the billable hours worked for the customer. An example can be seen below:

In addition, the crew member can click the Edit button to add-in, modify, and adjust any fees that were incurred on the job. For example, they can add in Supply costs, Flat Fees, and Discounts. The crew member will also have the ability to manually create a Custom Fee that may not be listed already in your settings. The process can be seen below:

Please note, any adjustment that the crew member makes to the bill will automatically display on the Job Page within your Office App account. 

Once the bill has been fully updated, the crew member can click Next in the bottom right corner to proceed to the payment screen. 

Types of Billing Items

Note: We recommend referencing our Different types of Bill Items in Office App and How to add/edit billing items to a job articles for additional information

This article can be helpful in the event a desired bill item is removed while on the job or if an unexpected need/service comes up while on the job, and needs to be added to the bill

Two types of Bill Items within the Supermove system:

• Default Bill Items - These are bill items that can be selected under Edit Bill Items, and use formulas internally to help calculate prices and quantities automatically (value may appear greyed out). These are added under bill settings by your Office Admin. 
• Custom Bill Items - These are bill items that are manually created as needed within Edit Bill Items module, and require you to input the title, values, and description (optional) each time

How to manually add a Bill Item

1. Start by selecting Edit when reviewing a billing section

2. Click Add Custom Item in the upper right-hand corner 

3. Next input the Category, Name, and any other relevant fields that appear

Note: Input options may vary based on the type of bill item selected

4. Once filled out, select Save to continue

5. From here you can continue adding custom bill items or adjusting custom bill items as needed, but once done select Confirm to save all updates

6. If additional adjustments are needed, please reference the first step above

Note: If the same bill item has to be applied to all jobs and is not showing on the bill template, please reach out to [e-mail]