Complete services and invoice items on mobile
The visit summary can update recurring service completions and invoice items before the office reviews billing.
Service completions
If recurring services are tied to the asset groups on the visit, use the service completion view to mark the correct services complete. This helps reset due dates and keeps recurring service automation accurate.
Invoice items
The summary's Parts, Labor, and Items section shows actual quantities aggregated across the job's visits, with suggestions from work acknowledgment items, inspection report items, service completion mappings, and the job's planned items or inventory reservations when available. New planned parts, labor, and one-off suggestions start at quantity 0; review and update the actual job totals before submitting. Already-recorded quantities are preserved.
Both the plan and the summary's displayed totals cover the whole job. On a multi-day job, increase the existing actual total by the additional amount used, rather than entering the planned quantity again as new usage. Only the change is recorded. With Inventory off, these entries do not change stock. With Inventory on, only tracked items consume reservations and deduct on-hand stock. Planning alone does not record actual usage. On the web, invoices created from the job also include saved planned items, with completed actual quantities taking precedence for matching items.
Invoice item edits save with the summary. You can submit while offline and reopen the summary to see your saved quantities. Let syncing finish when you reconnect so the office receives the summary and billing changes.
If your business has Job Costing on, saved pricebook items also fill the job's Parts & Items list automatically, including items suggested from inspection reports and work acknowledgments. Later summary edits update the used quantities there. The office can review costs without entering the same items again. This applies with Inventory on or off, including pricebook items that are not stock-tracked.
Where to find it: Mobile app > Visits > visit detail > Add Summary or Edit Summary
When you correct a recorded item to zero, it is omitted from new quote and invoice charges. Its correction still prevents the original planned quantity from being added back to an invoice.
Item photos
Pricebook items that have a photo show a small thumbnail beside the item, both on its card in Parts, Labor, and Items and in the Add Item search results. Items without a photo look the same as before. The same thumbnails appear on inspection reports, work acknowledgments, and when you add items to a quote or invoice from a visit.
Tap a thumbnail to open the photo with the item's code and name. Tap the photo, or the expand icon in its corner, to view it full screen, then pinch or double-tap to zoom.
In search results, tapping the thumbnail only opens the photo; it does not add the item. Tap Add Item in the photo view, or tap the result itself, to add it. Opening the photo of an item you've already added never changes its quantity.
Thumbnails are saved on your device once the visit has loaded, so they still show offline. The full-size photo downloads the first time you open it while connected; offline, the thumbnail is shown instead.
Photos are added to items in Settings on the web; see Add a photo to an item.
Related guides
When editing an invoice, fractional quantities can be as small as 0.01. Use the item's delete action to remove it. If a new invoice needs item prices missing from the offline cache, connect and retry before creating it.
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