Service Charge Options in Job Type Maintenance

September 25, 2025 17:21

Why and how do you add a Service Charge or other charges to jobs based on Job Type?
The highlighted section in the screenshot below are fields that appear in the Company Control 1 screen of the System Control Maintenance module under an option titled Enable Service Charge. They also appear in the Branch Control 2 level screen with the same name, as they can be set up by Branch, which overrides Company. Having them here allows you to set them up by individual Job Types. If you wish to set them up on this level, you don’t need to set them up on a Company or Branch level. Also, if you have this set up on a Company or Branch level, you can use the Exclude From Service Charge checkbox to prevent a particular Job Type from performing this calculation.

If you are unfamiliar with this feature, here is how it works: This option was designed to help flooring dealers recoup the miscellaneous costs associated with flooring installation, such as freight, supplies, waste, warehousing, and other miscellaneous expenses. It can also help with job-costing items like RealPage, Vendor Café, Recycling, etc. It will calculate on material cost only unless you set it otherwise using the last two fields in the screen above.

First, you will enter a Product Code for this Special Charge, which should be set up beforehand. You will then enter an amount for the Service Charge as a percentage. For the Invoice Verbiage, type how you would like this to appear. You can also use the next field to replace the term Sales Tax with something else. The next option includes any lines previously invoiced to the Service Charge calculation. The next option determines whether a Service Charge can be calculated on jobs with zero tax rate. To cost a Service Charge amount to the job for job costing and commission purposes, enter that percentage in the next field. The next field determines if Service Charges apply only to Contract (Use Tax), Invoice (Sales Tax), or Both. At the next option, if you wish to show this line as a separate Line Item, type a “Y” for yes. And the final two options determine whether you wish to include Labor and Special Charge lines in the calculation. These will default to unchecked, so only change them if you want to include them.