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How to Edit the Fees on a Scheduled Inspection
How to Edit the Fees on a Scheduled Inspection

Edit Fees, give discounts, edit invoices

Support Team avatar
Written by Support Team
Updated over a week ago

There may be times when you need to adjust the fees of an inspection after it has already been scheduled. You can easily add, remove, or edit a fee on any inspection. We'll show you how to do each one in this article!


Adding a Manual Fee

If you need to add a manual fee for things like additional travel time or additional mold swaps, you can easily do so on the inspection itself. In this section, we'll go over how to add a manual fee to the inspection invoice.

πŸ’‘ Quick tip: Click on the video above to expand it in another window.

  1. Click on the inspection to open the Inspection Details page

  2. Click the 3 dots in the "Fees & Payments" box

  3. Click "Edit Fees & Payments"

  4. Click "+Manual Fee"

  5. Enter an amount

  6. Enter any notes needed

  7. Click "Save"


Adding a Manual Discount

Need to add an additional discount for a client? You can add it to the inspection page with just a few easy steps. In this section, we'll show you how to add a manual discount to the inspection invoice.


πŸ’‘ Quick tip: Click on the video above to expand it in another window.

  1. Click on the inspection to open the Inspection Details page

  2. Click the 3 dots in the "Fees & Payments" box

  3. Click "Edit Fees & Payments"

  4. Click "+Manual Fee"

  5. Enter a description in the "Line Item" box

  6. Enter a NEGATIVE dollar amount

  7. Enter any payment notes or invoice notes needed

  8. Click "Save"



Editing an Existing Fee

If you need to increase or decrease an existing fee, this can be done through the Inspection Details page on the web. In this section, we'll go over how to edit an existing fee on an inspection invoice.

πŸ’‘ Quick tip: Click on the video above to expand it in another window.

  1. Click on the inspection to open the Inspection Details page

  2. Click the 3 dots in the "Fees & Payments" box

  3. Click "Edit Fees & Payments"

  4. Edit the amount of the existing fee(s)

  5. Click "Save"


Removing a Fee

Need to remove a fee? No problem! You can easily remove this from the client's invoice in just a few steps. In this section, we'll show you how to remove a fee from an inspection invoice.


πŸ’‘ Quick tip: Click on the video above to expand it in another window.

  1. Click on the inspection to open the Inspection Details page

  2. Click the 3 dots in the "Fees & Payments" box

  3. Click "Edit Fees & Payments"

  4. Click the "X" to remove the fee

  5. Click "Save"



Frequently Asked Questions

  • Why don't I see the option to remove/delete a fee on my app?

    • Fees cannot be added or removed via the mobile app. This can only be done via the web browser.
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  • My client asked if I could take payment over the phone. How do I do this and manually enter their credit card information?


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