Flat rate by default, and true job profit
Residential jobs bill flat-rate prices (with your service charge first); commercial jobs bill time and materials. Job costing shows parts at cost, tech labor and your overhead on every job.
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Step 1: Choose how jobs are priced
Open Settings → Price Book Setup and the ⑤ Pricing & Job Costing tab. Residential jobs default to flat rate and commercial jobs to time & materials. The office can switch any single job from its ticket.
Step 2: Build a flat-rate price
On the ③ Flat-Rate Book tab, open 🧮 Build a flat-rate price. Enter what one tech’s day costs you: the truck, fuel, insurance and tools, your monthly overhead, their pay with payroll taxes and benefits, and the hours they’re paid. Then enter the hours they actually work on jobs, not drive time or parts runs. It spreads the whole day over those working hours, so you see your real cost per working hour and what you have to bring in each day. Enter a job’s hours, parts cost and margin to get the price, then Save as a task. Or click Use this cost per hour for my book to re-price every flat-rate task that isn’t a fixed price.
Step 3: Cover your card fees in your prices
Want card fees covered? Build them into the price book, not onto the bill. It’s on at 3.9% from the start, so you can say yes to every card. Every part priced from cost and markup includes it. For example, a $22 part at 60% markup sells for $36.57 instead of $35.20. Labor is included too: your hourly, travel and after-hours rates, flat-rate prices, service charge and every price-book price have it built in, so a $100 labor rate bills $103.90 and $100 of labor plus a $100 part bills $207.80. A price you type into the price book is your price before the fee, and it’s added once when you save. During setup, your checklist asks Build card fees into your prices? Pick Parts and labor, Parts only (labor stays at your price) or Off. The same choice is under Settings → Price Book Setup → Pricing & Job Costing, and changing it updates your price book. Lines already on jobs, invoices and estimates don’t change. A price you type on an estimate, proposal, invoice or ticket line (or a price-book price you change there) is your price before the fee too: it’s built in once when you save the line, and the box shows what it bills, for example Bills $103.90 each: includes 3.9% card fee. Price-book lines already have it, so nothing is counted twice. Nothing extra is ever added at checkout, and the customer pays the same price however they pay. To turn it off, pick Off.
Step 4: Turn on the service charge
Tick Add it automatically and pick the flat-rate task it comes from (for example your diagnostic task) or type an amount. When a tech arrives on a residential service call, it’s the first line. For example, with a $95 diagnostic task, a no-cool call where the tech scans a capacitor bills the $95 service call plus your capacitor replacement price.
Step 5: Set your overhead
Pick % of job expenses (monthly overhead ÷ monthly direct job costs) or % of revenue (monthly overhead ÷ monthly sales). The page shows what each means on a sample job. Overhead is a planning number; it’s never posted to your books.
Step 6: Set labor burden and pay rates
Enter payroll taxes, workers’ comp, benefits and other burden, then each tech’s pay rate. The page shows each tech’s loaded labor cost per hour.
Step 7: Read a job’s profit
Open Money → Job Costing and click a job: revenue (the lines the customer paid), parts at cost (from the scans), labor (hours on the job × loaded rate), overhead, net profit and net margin. Customers never see any of it.
Still stuck? Tell us what you were trying to do and where you got stuck. A screenshot helps.
Your ticks are saved in this browser only. Updated October 2026.
Questions about this
Where do the hours come from?
The time clock entries on the job. If there are none, the job’s start and finish times are used and marked as estimated.