Jobs and Services
Add Finance Charge to a Job
Add a Credit Card Fee or Finance Charge to a Job More and more companies find it necessary to offset the cost of credit card processing fees. Some raise their prices and others want to show it as a separate charge. BizScheduler provides a feature to ...
Repeating Jobs Auto Repeat Conflict
Repeating Jobs Auto Repeat Conflict When you setup a Repeating Job to take advantage of the Auto Repeat feature, BizScheduler typically generates two years of the Repeating Job and puts it on your calendar. It's very easy to setup and works great for ...
Quick Invoice Templates
BizScheduler Quick Invoice Templates You can use BizScheduler's Quick Invoice to send invoices to your customers, if you are not trying to integrate with QuickBooks. But you can also use this feature for other operations as well, such as providing a ...
Creating Job From Estimate
Creating a Job from an Estimate Once you create an Estimate in BizScheduler, you can click the [Create Job] button at the bottom of the Edit Estimate screen. When you do this, BizScheduler goes to the active Calendar so you can click the Calendar ...
Creating a Discount Service
Creating a Discount Service To create a discount for your jobs, you will want to create one or more "Discount" services. These services are like any other service, but you will want to use a negative number for the Amount or Rate. Then on any job ...
Tax Rate Location Code
Tax Rate Location Code If you are working with Sales Tax Rates that are automatically updated by BizScheduler for your customers and jobs, and the service for your state(s) provides us with a Location Code to designate the collected taxes, ...
Handling Deposits for Future Work with QuickBooks
Handling Deposits for Future Work with QuickBooks There are a lot of factors that impact how you will want to handle deposits between BizScheduler and QuickBooks (Desktop or Online). Some of those factors have to do with: Whether you are using Cash ...
Renew Repeating Jobs
Renew Repeating Jobs Once you have your Repeating Jobs all set up in your schedule, it is quite easy to replicate that same pattern moving forward. This process is often done at the end of the year to get the new year ready to go. In other words, ...
Recurring Jobs for Multi-Building Job Sites
Recurring Jobs for sites with Multiple Building How do you handle Recurring Jobs for a location with multiple building, when you may not be able to do all of them in a single day? There are a couple of ways to handle this type of situation. This ...
Smart Scheduling
BizScheduler’s Smart Scheduling version 1.0 Smart Scheduling gives you the ability to make a well-informed decision about when you schedule your customers and who is the best worker to schedule it for. It lets you find the appropriate timeframe, and ...
Autofill Service description in Job Service Note
If you want to automatically transfer the Default Description from the Services screen into the Job Service Note, you need to make sure that your BizScheduler database has this feature enabled. To do this: Go to the Hub and click the Configuration ...