The Load Calculation feature helps simplify the service pricing process by allowing teams to include a dedicated load price alongside the standard service price for more accurate cost calculations. Users can easily apply load pricing when needed and keep all related files and notes organized within a dedicated Load Calculation tab, making service management more efficient, transparent, and easier to maintain.
Follow the steps below to add load calculations to the service order details.
Step 1: From the main menu, click “Manage Projects” and click “Projects” from the dropdown.
Step 2: Select the preferred project from the projects list.
Step 3: On the project details page, click the ‘Services” tab.
Step 4: From the services list, select the preferred service and click “+Order”.
Step 5: Fill out all the mandatory fields including sub type and provider.
Step 6: Click the Load Calculation checkbox at the bottom to include the load calculation details in the service order information. Click “Order Now” to finish the process.
Step 7: Once the service order is added to the list, click the “View Detail” button.
Step 8: You will find a “Load Calculations” tab in the detailed information page.
Step 9: You can also add attachments and notes under the Load Calculations tab using the “+Add” button.