MoveBoardThe bill of lading charges for what you actually used. Add boxes, packing and services as you go — the cost breakdown at the bottom reprices at once.
Boxes, packing and unpacking
The materials block shows the customer exactly what was used:
- The materials used come first, the biggest first — each with its total, and the quantity × price under it (a small Packing or Unpacking label when it isn't boxes).
- Materials total — everything used, added up.
- Other materials and prices (not used) — every other material your company offers, with its price, in a compact two-column list. They stay on the signed bill so the customer sees every option and price.
If your company shows them apart (Show unit cost and labor rate separately), a long-distance material reads Qty 3 · Unit cost $8.71 · Labor rate $4.35 instead of 3 × $13.06. The line's total is the same, and in Edit materials you still change the one price.
To change them:
- Press Edit materials.
- Pick the tab: Boxes, Packing or Unpacking — the number beside a tab is how many items are used there. Type in Search materials to find one fast.
- Use − and + to set the quantity, or tap the number to type it. Tap $… each to change the price. Used items are at the top; the rest are greyed below them.
- For anything else, press Add item and tap it in the list (Tap an item to add it to the bill.). Custom Packing lets you type your own item. An item you added has an × to remove it.
- Press Done. At the foot of the pop-up you see the Total and whether your changes are saved.
Additional services
- Find Additional Services on the bill.
- Press Add and tap a service, or Custom Service to type your own. It's added at its usual price. A custom service's name is saved when you leave its box; you can start typing right away, even while the bill is still saving.
- Set the quantity. The price is greyed when your company fixes it.
A service the office added at the sale shows as words only. Extra fees that come from the inventory (for example a piano) are listed first and can't be changed here — they follow the inventory. Total Additional Services Charges is under the list.
Other fees
Other Fees lists fees on the order, such as a fuel or stairs fee. Removing one (the ×) needs the permission to remove other fees in the contract; a removed fee turns grey and the arrow brings it back. Total Other Fees counts the ones still on.
Discount and fuel surcharge
In the cost breakdown:
- the + next to its heading (Add discount) — a Money Discount or a Percentage Discount; press Discount later to change it or Remove the discount;
- Fuel Surcharge — Company Setting, Percent of Moving Charges or Money Amount. Under a percent, the sheet says what it is taken of — Taken of moving charges: $… or Taken of labor and travel: $…, as your company set it — and the total, for example 8% of labor and travel.
Taxes and Payment Made open their details.
Who can change the bill
The job's foreman, or someone allowed to edit bills of lading. Anyone else sees the bill but can't change it. Once the bill is submitted it's locked.
If something goes wrong
- You are not allowed to remove other fees.
- Not saved — … — the line at the top says why; fix it and change it again.
- That did not save. — try again.