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Tip$ - where should techs record them
Tip$ - where should techs record them

In the Work Order, private notes

Beau O'Hara avatar
Written by Beau O'Hara
Updated over 3 years ago

Summary

If a technician receives a tip you can make it your company policy to document it or not. To document it, either: add the amount in Private Notes in the app, or add it to the invoice as Other.

Key Points

  • Add the amount in Private Notes section in the app

  • Or add an Other line to the invoice and add the amount there

The tech should document tips in Private Notes. 

-OR-

In the invoice add a service line as OTHER and enter a description, such as Tip for Tech. Include the amount, but do not select the taxable check box.

If you choose not to enter this in an invoice, enter it in Private Notes and use the COMPLETED WORK ORDER DETAILS report and look at the Private Notes column to track it. 

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