Pump types needs to be created in settings - pump type tab to ensure that all the pricing/rates can be established when scheduling a job and generating your Scheduleflow SmartDockets.
There are three steps to setup your pump types, three pump types have been created for you already, you can edit these as needed r create addintional
Step 1 - Add inventory items
If you haven't already, add or edit the inventory items for your pump rates, you can use one item for more than one pump:
- Cubic meteres pumped
- Hourly travel rate
- Hourly pump rate
- Flate rate (optional)
For more information on how to add and edit inventory items see:
Manage pump inventory items
Step 2 - setup pump types
In settings - pump type tab click Add pump type
- Name the pump type
- Select the inventory items for cubic metres, travel hours and pump hours
Flate rate (Optional)
If you charge a flat rate for your concrete you can adda flat rate to cover the first hours and cubic metres pumped.
- Check the Flat rate checkbox
- Select the Service inventory item that you created for flat rate
- Select how many cubic meters and hours you want to include in the flat rate
Step 3 - select the requested pump type on the job
When scheduling a job, select the requested pump type to use the pricing setup for the pump.
On confirm docket the hours and cubic metres are added to the job items ready to invoice.
