Overview
Fixed price on completion work orders are used for one-time jobs where you want to send a single invoice after all the work is done. Instead of billing in stages, you wait until every work ticket connected to the work order is marked complete, then send one invoice for the total project cost.
This article explains how to create a fixed price on completion work order estimate. The steps below walk through a scenario where a residential customer, the Boyds, contacted our company, Greenscene, looking for an estimate on a backyard landscaping project. The work order will cover planting new trees, shrubs, and flowers, which we'll organize into separate service groups on the estimate.
Watch the video below or keep reading to learn more.
Training Video
Things to Know
Fixed price on completion work orders are for one-time jobs and are one of the easiest to estimate.
Once the last work ticket connected to the work order is marked complete, you can invoice the work from the Invoicing Assistant.
Aspire auto-populates the end date 30 days out from the start date you select, which is what the schedule board uses when searching for work tickets by anticipated start date. You can adjust the end date if needed.
Requirements
To view opportunities you need either View My Opportunities or View Opportunities added to your user role.
To create or edit estimates, you need either Edit My Opportunities or Edit All Opportunities added to your user role.
To edit items within an estimate, you need the Edit Estimate Items permission added to your user role.
Steps
The fixed price on completion work order is the simplest to estimate and invoice, so the basic steps are very simple:
Create a new work order opportunity, and set its Invoice Type to Fixed Price on Completion. Fill in all other required and optional fields you need.
Create an estimate, adding service groups for each type of work in the project. For our example with the Boyds, we create service groups called “Trees”, “Shrubs”, and “Flowers”.
Add the relevant services and labor and material items in each group.
Once you’ve sent the estimate to the customer and they’ve accepted the proposal, open the opportunity and mark the estimate as Won.
Expected Results
After your customer approves the estimate and the opportunity is marked as won, Aspire generates work tickets for your crew. Once the last work ticket is marked complete, Invoicing Assistant recommends creating and sending the invoice to your customer.