Modifying Line Items
Last updated
Last updated
WorkMate allows you to customize line items by adding components such as Labour, Product custom fields, Addons, and Unit price. These enhancements provide greater flexibility in creating work orders, enabling you to tailor each one to the specific needs of a job.
1. Add Labour to a Line Item
Within your work order, click the product or service you’d like to assign labour to.
Example: WorkMate Test Product
Click + Add Labour
A new menu will appear. You can choose between Fixed price and Hourly price labour. Under the Select labour section, select the labour item you'd like to assign and click Save.
2. Add Addons to a Product
Click the product you’d like to add additional products to.
Example: WorkMate Test Product
Click + Add product
A new menu will appear. Select the product you want to add as an addon to the original product. When you are done, exit the menu and click Save.
3. Modify Unit Price
If you want to change the price of an individual item (e.g., a damaged product or special sale), you can apply a unit discount or modify the unit price of the item.
4. Add Product or Service Custom Fields
To add custom fields on the item level, click on the item you want to modify in the Items modal.
Example: Product custom fields
To save your Product custom fields as a preset, click Save preset.
5. Splitting Products and Services
If you want to add different modifications to the same product/service (i.e., ChairXYM #1 has additional labour while ChairXYM #2 has an addon), you can do so by splitting your product/service.
Increase the quantity of an item. You need to have more than 1 item to split.
Example: WorkMate Test Product
Once you have multiple of an item, save your changes. When you go back into the item, the Split button should appear.
Split your item by clicking Split.
Your items will be separated into two groups for easy customization.
Similarly to creating for a work order, click + Add custom field.
