Offering discounts on the phone app

In this article, you'll learn how to give a customer a discount from the phone app, on a job or on an estimate. It's handy when you're on site and agree to take something off the price: you make the change right there and the totals update straight away.

The steps are a little different for a job and for an estimate, so each has its own section below.

Adding a discount to a job

To open a job's totals:

1. 1.Open the job you want to discount.
2. 2.Tap the Finance tab at the top of the job.
3. 3.Tap Items to unfold the list of line items. The totals card sits under the items.

To set the discount:

1. 1.In the totals card, tap Discount. The row shows the current discount in dollars with its percentage beside it, for example $0.00 (0.00%).
2. 2.The Set discount sheet opens. Tap % to enter a percentage, or $ to enter a dollar amount. The sheet opens on $ unless a percentage is already set.
3. 3.Type the number in the Discount box.
4. 4.Check the button at the bottom. It spells out what the discount comes to in both dollars and percent, for example Apply $25.00 (10.00%).
5. 5.Tap that button to save it.

The job's Total and Due update to match, and so do Total and Balance in the card at the top of the Finance tab. The discount comes off the subtotal. Sales tax is still worked out on the full price of the taxable items, so the discount doesn't lower the tax.

If the job has an invoice that hasn't been paid yet, the invoice picks up the new discount too. A paid invoice stays as it was. The invoice screen in the app shows the Discount line but doesn't let you change it there, so make the change on the job.

Percentage or dollars: which to pick

The two behave differently when you add or remove items later:

• •A percentage stays a percentage. Set 10% and then add another item, and the discount grows so it's still 10% of the new subtotal.
• •A dollar amount stays fixed. Set $25 and it's $25 off however the items change.

If you promised "10% off the whole job", use %. If you promised "$50 off", use $.

Done jobs are locked

Once a job's status is Done, a bar at the top reads "This job is done — change the status to reopen it before editing", and the Discount row no longer responds to a tap. Everything on a done job except the status is read-only. To change the discount, set the status to something other than Done, adjust the discount, then mark the job Done again. You can still add payments to a done job without reopening it.

Adding a discount to an estimate

Estimates have their own Discount line in the app. The same screen opens whether you tap an estimate in the Estimates list or inside a job.

To set a discount on an estimate:

1. 1.Open the estimate. From the menu, tap Estimates and tap the one you want. If it belongs to a job, you can also open the job's Finance tab, tap Estimates and tap the estimate.
2. 2.Scroll down to the totals block, below the items, notes and photos.
3. 3.Next to Discount, type the number in the box.
4. 4.Tap $ for a dollar amount or % for a percentage. Switching saves straight away.
5. 5.Tap somewhere outside the box. The number saves when you leave the box, and the estimate's Total updates.

When a percentage discount is in place, a line under it shows what it comes to in dollars, for example "$40.00 off". Just like on a job, a percentage keeps up with the items and a dollar amount stays put. Optional items aren't counted in the subtotal, so they don't change a percentage discount.

Related articles

• •Collecting payments on the phone app
• •Creating and sending estimates on the phone app
• •Creating and sending invoices on the phone app
• •How to offer discounts to your clients
• •Locking approved estimates