Jobs booked for them start as subcontract work: you bill them, and the address you attend belongs to their client.
Leave blank to use your standard rate. Set it and every quote and invoice for this customer prefills labour at their rate instead.
Leave as "using your standard terms" unless this customer has agreed different ones. Prefills the due date when a draft invoice is linked to them.
Their invoices still show as overdue for you, and you can still send a reminder by hand — only the automatic overdue and due-soon emails stop.
Set this when a customer asks you to stop texting them. Customers can also opt out themselves from the link on a review text. Needs a mobile number saved above.
NDIS participant details
Addresses / sites — track equipment & billing per location
Contacts — beyond the one email/phone above
Equipment — visible to techs on linked jobs
Recent activity
Statement of account
Loading open invoices…
Schedule of rates
What this customer pays for each item, instead of your catalog price. Quotes and invoices for them price a catalog pick at these numbers. Blank removes an item from their schedule; 0 is a real price meaning free. Click an item’s name to use their wording for it — your catalog keeps its own.
Paste their schedule
Paste the sheet they sent you — one item per line, with the price at the end. Headings and anything without a price are ignored.
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