1. Adding Charges to the Order
Extra charges can be added directly to the skip order before any jobs are created.
Steps:
Open the skip order.
Navigate to the "Extra Charges" tab.
Enter the required details:
Click Add, then Save the order
📌Note:
The Ref, Lookups and Dates fields are only required for Permits and Skip Rental charges
What Happens Next:
When creating a job from this order, the extra charge will appear in the top-right of the job creation screen.
It will be pre-selected to be added to the job.
Important Notes:
Default Selected: If ticked, the charge will be automatically added to every future job from this order.
Retroactive Application: Charges added to the order will not apply to jobs already created.
Lookups Requirement: The lookup must be selected from the popup list; otherwise, permit extensions cannot be generated.
Use this extra charge on recurrence job creation: Enabling this option will make the extra charge appear on every job generated via a recurrences on the order.
2. Adding Charges to an Existing Job
If the job has already been created, you can still add charges via the Outstanding Tickets screen.
Steps:
Locate the relevant ticket.
In the left-hand pane, find the "Charges" section at the top.
Click Add
Enter the details of the charge
Click Submit to add the charge to the job
What Happens Next:
The charge is added to the job.
A copy of the charge is also added to the order for future use.
3. Adding Charges to a Transaction
If the job is completed but not yet invoiced, you can add charges at the transaction level.
Steps:
Locate the transaction.
Open it and find the Add New Item link in the top-right corner.
Enter the relevant details for the charge
Click Create
Summary
Method | When to Use | Key Notes |
Order Level | Before job creation | Applies to future jobs only; “Default Selected” auto-applies |
Job Level | After job creation | Adds to job and updates order for future use |
Transaction Level | After job completion, before invoicing | Final chance to add charges |