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Create mixed services in quotes and invoices
Create mixed services in quotes and invoices

Everything you need to know about creating mixed items in quotes and invoices, to simplify your internal costing

Updated over a week ago

You can use mixed services to create services made up of several sub-services. You can choose whether your customer can see these sub-services. Mixed services are saved and can be called up again at any time under "Previously used articles".

Create mixed positions

To create a mixed service in a quote or invoice, select "Mixed services" as the item type.

Give the mixed service a name, this will appear later in the quote or invoice. You can then create as many sub-services as you like. The individual prices are added up to form the total of the mixed item.

Any mixed services you create are saved together with their sub-services and prices to be called up and edited at any time. ToolTime also saves the quantities of the sub-services.

Use this function to get exact price calculations that remain invisible to your customers. Only the mixed services appear in the PDF view, while the sub-services remain hidden.

If you want a mixed service to be displayed in a PDF invoice or quote, simply activate "Show sub-services in PDF".

Mixed services in the app

If you create an appointment from a quote, only the sub-services are transferred to the appointment, as these contain work info for the employee on site. They can be edited or removed in the app.

If you then create a quote or invoice from the appointment, the mixed services will become visible once more. All changes to the quantities are automatically applied, and the prices are recalculated.

Important: If you remove all sub-services of a mixed service in the app, the mixed service is also removed.

Mixed services in a job sheet

Just like in the app, only the sub-services of a mixed service are listed in the job sheet.

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