A crew sent to salt an address sometimes grits it as well. That is more work on the same visit, not a different visit and not a different work type for the stop. An extra work type records it: the stop keeps its own work type, the extra is added beside it, and each is invoiced on its own line.
1. Mark the work types that can be extras
- Open Settings → Work types.
- Switch Extra on for each work type that may be added to a stop this way (Can be added to a stop as an extra invoice line, on top of the stop's own work type, where it has a price per visit on the address.). It is saved as you flip it; the add and edit cards carry the same switch.
Every work type starts with Extra off. The switch is your business's own: a subcontractor marks its own work types in its own settings. A municipality, which sends no invoices, does not have it.
2. Add an extra to a visit
On the web. Open the dispatch and click the stop to open its panel. When there is something you may add, a round + (Add extra work type) sits beside Work type.
- Press +. The list shows what can be added, each with its price, for example Gritting, 450.00 per visit (or from a price, for a work type priced by snow depth).
- Pick one. The confirmation says what it means for the invoice, for example Gritting is added to the visit as an extra invoice line at 450.00 to Hansen Ejendomme, in addition to Salting. The line goes to the customer when you invoice the customer, and otherwise to the business that gave you the work. Press Confirm.
- The extra shows as a chip, + Gritting, under the work type. The × on the chip takes it off again, after a confirmation: Gritting is taken off the visit, and its extra invoice line goes with it.
With Hide amounts on, the confirmation leaves the amount out.
In the driver app. The stop sheet has the same + beside the work type, with the same list and confirmation. Only administrators see the prices there; a driver sees what can be added, not what it costs. Adding and removing needs a connection. See Record a stop in the app.
Every add and remove is written to the dispatch's changelog, for example Extra work type added: Gritting with the address.
What can be added
A work type is on the list when all of these hold for your business:
- it is marked Extra under Settings → Work types;
- you have a price for it on this address that is charged per visit: Per task, Per task by snow depth, or no pricing type chosen at all, which is billed per visit too. A price of zero, a Per season price, seasonal instalments, an Hourly price and No price do not count, and neither does a price that only exists as a service rule;
- it is not the stop's own work type, and it is not on the stop already.
If the + is missing, check those three first; see Set prices and costs on an address.
Who can add, and when
Whoever is responsible for doing the stop: the dispatching business when the stop is its own, or, once a subcontractor has accepted the stop, that subcontractor and the businesses above it. That includes the subcontractor's office and its drivers on the stop, so the crew that did the extra work can record it. A business with no part in the stop sees the extras but cannot change them.
It can be changed while
- the stop is waiting, in progress or completed (not Unable, removed or cancelled);
- the dispatch is not cancelled. On the web a completed dispatch can still be corrected; the driver app stops at completion;
- no invoice line of the stop is on an invoice that has been approved or sent. After that the correction belongs on the invoice: The address is billed on an invoice that has been approved or sent. Correct it on the invoice page instead.
How an extra is invoiced
- Its own line, per visit. Each extra becomes an invoice line of its own for that visit, next to the stop's line, at the extra's own price. Nothing is merged into the stop's line.
- Both sides. The customer line is at the owner's price for that work type on the address, and every subcontractor on the chain is settled at the paying business's cost, exactly like the stop's own line. A side with no price for the extra, or only a seasonal one, skips it.
- Straight away while drafts. If the stop's lines are already on draft invoices, adding or removing an extra re-drafts them at once.
- Never twice. Changing the stop's own work type to one it carries as an extra takes the extra off, so the same work is not billed on two lines.
The usual rules still apply: only completed stops bill, and an address dispatch bills only the sides it was set to. See When an invoice line is created.
Where extras show up
- The stop panel and the driver app's stop sheet, as chips under the work type.
- The insurance report's certificate, which names the visit's work as, for example, Salting + Gritting; see Download the driving documentation for a stop.
- Supplier monthly overview, which counts an extra as work driven under its own work type, and the ISS exports, which give each extra a row of its own at its own rate. See Export invoices and reports.