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Installations

Service and installation jobs: what was done, what was charged, what the technician collected — and the incentive math on top. Open it from Service & Delivery → Installations.

Record a job — charge lines, the payment collected — and where the incentive panel records into Expenditures.

What you can do here​

  • Record a job — store, date, the technician (required), and its source: a sale invoice (linked, with its order) or an online request.
  • Bill the charges — lines from the priced items in Reference Data → Installation Charges; materials linked to inventory deduct stock on save and restore on delete.
  • Record what was collected — job payments and delivery payments; a technician's delivery collection reconciles into the linked sale invoice's payment rows rather than inflating them.
  • Pay the incentives — the panel totals each technician's month (flat rate per paid chimney plus a share of service charges) and Record in Expenditures posts it into that month's expenditure entry.
Jobs below, the month's incentive math above.