Set Up Price Lists

Why Price Lists Matter

A price list holds the lines you bill most, like "Lockout service call" at $125. When you create a job, pick one under Service and its lines go on the bill. You go from a customer call to a dispatched job without typing prices or remembering what you charge.

A price list is only what goes on the bill. The kind of work, and how long it usually takes, belong to the job type. Set those in Settings > Job lists. See Manage Price Lists.

Starting Price Lists

Your shop may start with a few common ones, like Residential Lockout, Car Lockout, Commercial Lockout and Rekey Locks. They are starting points. Every shop prices differently, so change them to match what you charge.

Editing a Price List

1. Go to Settings > Price lists.
2. Tap the pencil next to the one you want.
3. Change the line items. There is no price box: the price you see is the total of the lines, so edit the lines to change what you charge.
4. Tap Save.

Adding Your Own

If you offer services beyond the starting ones (master key systems, panic bar installs, electronic lock programming), add your own:

1. Go to Settings > Price lists and tap Add price list.
2. Enter a name, like "Panic Bar Install". When you pick it on a job, this name fills an empty job description.
3. Add line items, each with a description and price.
4. Parts are not part of a price list. Add the parts you actually used on the job itself, and KeyBolt takes those off your van stock there.
5. Tap Add price list.

Auto-Draft a Bill

KeyBolt drops a draft invoice into your Invoices list when a job is dispatched, and again when it is marked complete, whichever comes first. It is filled from the job's price list. You review the draft, adjust anything that's different (extra parts, a discount, an upcharge), and hit Send Bill.

That behavior is the Auto-create draft invoice switch in Settings > Notifications, under Automation. It is on to start, and only the owner can change it.