Bill the job for what it really took
Some work has no quote: a blocked drain, a call out, a day of maintenance. Mark the job as Charge up and WhizInvoice builds the invoice from the time on your team’s phones, the materials used and your supplier costs.
Every cost, ready to tick
Invoice from costs shows the job’s time, materials and supplier lines, each with its rate and its price.
How charge up works
Choose how it is charged
When you make a job, set How it is charged to Charge up. You can change it on the job later.
Your team just works
Time comes from their taps on the staff phone app, per visit and per person. Technicians never see a sell rate.
Open Invoice from costs
Tick what goes on, change a rate on a time entry, mark anything Not billable with a reason, and add the customer’s other jobs if you bill several together.
Make the invoice
One invoice for one customer, in sections per job when there are several. Every cost on it is marked billed, so it cannot go on another.
Example: a hot water call out
- Call out
- $79.00 from your price list
- Labour, Sam, 2 h 15 at $95 an hour
- $213.75
- Extra, mixer tap
- $189.00
- Supplier line, $120 at 20% markup
- $144.00
- GST at 10%
- $62.58
- Invoice total
- $688.33
Example figures for a fictional business.
Set it up once
In Settings, Charge up and labour rates.
Named rates
Normal, After hours, Apprentice: name as many as you need, and give each person their own normal rate.
Rounding
Bill time exactly, or round up to 15 or 30 minutes. Your choice.
Markup on buy prices
A business wide markup, or a rule per item, applied to extras and supplier lines.
Call out and summary
A call out item that goes first if you want one, and a default work summary.
Nothing billed twice, and nothing lost
- Try to bill the same cost again and WhizInvoice tells you which invoice it is on.
- Void or delete the invoice and every cost on it is free to bill again.
- On Business, a supplier bill split by line offers its own lines, and a credit note comes off as a negative line at the same markup.
- On Business, a customer’s labour discount applies by itself.
Good to know
Which plans include charge up jobs?
Starter and up. Starter is US$7.99 a month or US$59.88 a year, with a 14 day free trial.
Where does the time come from?
From each person’s taps on the staff phone app, per visit. Office changes on Timesheets count, and your travel setting is respected.
Can I leave some time off the invoice?
Yes. Mark it Not billable with a reason, and change it back with Billable again if you change your mind.
Can one invoice cover several jobs?
Yes, for the same customer. Add their other jobs on the sheet and each one gets its own section on the invoice.
Can technicians see my sell rates?
No. Technicians never get a sell rate. Only the owner and office make the invoice.
Bill your next call out from the phone's own times
Try charge up with a 14 day free trial of Starter.
Free plan forever. No card needed to start.