Changelog Thermal Documentation

Overview Set up your company Set up branches Manage staff and roles Add a technician Set your pricing and business rules Manage customer records Create your first job Manage equipment records Install and label customer equipment Set up a service agreement Understand agreement billing and renewal Change equipment coverage on an agreement Bill a completed job Send your first invoice Send and collect an invoice Turn on customer notices Why Start work is blocked, or why you can't complete this job Add an item when the price book is empty Manage inventory and parts Manage purchase orders Rent out equipment Manage equipment leases Manage the company fleet Build rental rate tables Manage reservations Set up commissions Manage the job-costing rollout See how the business is doing Read the SLA and refrigerant-compliance reports Manage warranty claims Review and allocate field purchases Review accounting sync status Review materials reconciliation Create and send a quote Manage inspections Run a project Manage subcontractors Generate a capital plan Read technician scorecards Manage approvals Set up automations Connect integrations Connect Thermal to your assistant Review operations with your assistant Set up text messaging Set up customer email Choose what your customers get Set your tax rate Set up the after-hours voice line Manage marketing and reputation Configure customer and vendor portals Track credentials and compliance Use the Call intake console Export payroll hours Set up manager compensation Review the workflow engine Import your data Read the dashboard Apply a recommendation template to a job Apply paid deposit credit to an invoice Undo a mistaken agreement renewal Refund a card payment Stage parts for upcoming preventive maintenance jobs Request a deposit on a quote Convert approved quotes to jobs Share a company service bulletin with technicians Check your invoice's QuickBooks sync Book a callback job Manage the compliance queue Read the safety scorecard Run a client acceptance session

Admin

Add an item when the price book is empty

Line items live on the job's Line items tab, then on the invoice. With an empty price book, add a line in the technician app or on a draft invoice.

Where the line items live

On the office screen, open a job's Line items tab: labor, parts, and other charges with quantity, unit price, and total. The tab adds lines from the price book only, so with an empty price book it has nothing to pick. The invoice is built from those lines. After you generate the invoice, its own page shows the same lines. While the invoice is a Draft, Owners and Office users can adjust a line's price or add a line there. Once it is Sent, the lines lock (see Send and collect an invoice).

Add an item when the price book is empty

You don't need a price book to bill. There are two places that take a line without a catalogue entry:

In the technician app. On the job's Capture work screen, with no active price book items it says "No active pricebook items yet" and shows an Add ad hoc line item form: choose Part or Labor, enter a Description, a Quantity and a Unit price, then choose Add to job. It works offline and syncs when the signal returns.
On a draft invoice. Owners and Office users open the invoice, choose Add invoice line, then fill in the Description, the kind, the Quantity, the Unit price and a Reason for adding this line, and choose Add line. The description prints on the invoice.

The office job page has no form for this. To fill the price book for next time, see Set your pricing and business rules.

Why Start work is blocked, or why you can't complete this job

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Where the line items live Add an item when the price book is empty