This tab would only be used if you have a service organization where you need to track the hours that someone spends on a job, you charge a shop fee and have an established labor rate for service. Under this tab, you may also establish a service interval, that is, for repeat service items such as yearly inspections.
Charge Shop Fee
When this box is checked, the program will automatically charge the shop fee that you designate in this section. Percentages must be entered in decimal form (for example, 7% would be entered as 0.07). Also, you can choose to charge Tax1 or Tax2 on the shop fee.
Note Child Record (Unit/Vehicle) As
"Unit" is the default title established in the MicroBiz system. If you would prefer a different term such as "Vehicle", then enter that term here.
Note Technician As
"Technician" is the default title established in the MicroBiz system. If you would prefer a different term such as "Tech", then enter that term here.
Track Actual Hours Spent On Job
Checking this box will cause the program to ask for the hours spent when a job is entered onto the Work Screen. This is only for record keeping and it will not affect the cost of a service. If you are charging an hourly rate for services, simply make the price the hourly rate and enter the hours in the quantity field.
Tracking Services With Due Dates
There are four services that you can track regularly in the program. Each time that you complete a sale, you will be prompted for next service due dates. You can run reports to see what services are due for a given date range, and can even print postcards based on these dates, with the customers' names and addresses.
- Name Of Service – You can enter the names of each of the four services here.
- Default Interval (Days) – This is the number of days that the Due Date Screen uses to determine the due date for next service.
- Associated SKU – You can select a SKU to associate with this service. If you do, then each time that you include that SKU on an invoice, the Due Date for this service will be updated. For example, if my service is "Bathe Pet", my default interval is "61", and my Associated SKU is "Bath," then every time that I ring a sale of "Bath", the next Due Date for "Bathe Pet" will automatically be two months (61 days) from now.
To see what services are currently due, go to Reports and then Service Due. By entering today's date, you can see any services that are currently due. Entering another date range will show services that were due within that time frame.