Invoice Items can be Associated with Services
With today's release, it's now possible to assign each invoice item to a particular service on the invoice's job. This allows you to organize and track your material and labor revenue down to the level of the individual service and the individual asset.
When you create an invoice for a job, you can choose whether to group your items by turning on the 'Group by service' switch in the Invoice Job popup window:
When this switch is enabled, all the job items that will be used to generate your invoice will be organized by the services with which they are associated:
Items that aren't associated with any service will appear in the 'No Service' section at the top of the list.
You can choose to create partial or incremental billing invoices by checking (to select) or unchecking (to deselect) all the items under any given service.
When you click the 'Create Invoice' button, the items on the resulting invoice generated from your selected job items will also be grouped under the job's services. You can then reorganize those invoice items, or add new items under the job's services, without affecting the job items on the invoice's job.
If the job's items were already organized by service, the 'Group by service' toggle would be turned on automatically. The resulting invoice items will also be grouped by service automatically.
If the job that you are invoicing was quoted, and the quote's items were organized by service, then the job's items -- and, subsequently, the invoice's items -- will also be automatically organized by service. This allows you to easily track performance of work by service, measure per-service costs and margins, and create incremental invoices on a per-service basis.
Associating invoice items with services is also supported by the ServiceTrade API. See the invoice item endpoint documentation for details.
IMPORTANT: Organizing invoice items by service is only possible on invoices that were generated from a specific job. Invoices that do not have a job association, such as recurring invoices, cannot be organized by service.
View Status when Adding Existing Services to a Job
When you add services to an appointment, the 'Add Existing Service' list in the service editor on the job page now shows not only the description, service line, and due date of each service, but also the status of each service. This helps you easily distinguish between open, in-progress, and completed services when you are reorganizing a job's services across appointments.
Job Items Support External IDs
Job items can now be assigned external IDs, using the ServiceTrade API externalId endpoint. IMPORTANT: Unlike most other external ID assignments, job item external ID assignments CANNOT be viewed or changed through the ServiceTrade web app or mobile apps. These external ID assignments should be used internally by integrations only.
Quote API Returns Tax Information
The ServiceTrade API quote endpoint now returns two additional values in its response to GET requests:
subtotal- the total amount of the quote, not including taxes
taxAmount- the quote tax amount
As before, the
totalPrice value returns the total amount of the quote, including taxes.