When you create a deal or a budget, you'll have to add the services you will sell to your client. A screen will appear with three choices:
Choose between the two pricing models:
- Hourly pricing - put down an hourly rate, and the total price will be dependent on the amount of hours actually tracked. You can also include an estimate of how many hours you think it will take.
- Fixed price - you'll need to put down a fixed price for the service. You can also include an estimate of how many hours you think it will take.
- Out of pocket expenses - fixed costs that can also be billed to your client
If you already added service types in the Settings pick one from the drop down menu.
If not, just start typing the name of the service you want to add and hit Create service type.
Next thing you need to do is put down some numbers.
If you're adding hourly services, you'll put down Estimated hours and Rate.
If you're adding fixed price services, you'll add information like Unit, Quantity and Price.
Add more services by hitting Add new item.
If you want to add a discount to your services, you can add it to each individual line item.
Click on the arrow to add a description for each service type:
Let’s say you have a deal with both hourly and fixed price services. For example, you’re doing project management hourly, but also selling licences for a fixed price per unit. You can add both types of services to your deal.
Click on the Add new item under fixed price services or hourly priced services. You'll be able to mix this up to create any kind of deal you want.
Editing a service
Need to change something? Click on the Edit financials button, make changes you need and hit Save changes button in the bottom. If you want to delete the service, this is where you will find a Delete button as well.