Option 1: Edit the job before it's completed
Use this when a client calls ahead to add something to an upcoming visit (like cleaning the inside of the fridge).
Find the job on the schedule.
Click the three dots and select Edit job.
From here you have two options:
Click Save changes.
If this is a recurring job, Allison will ask whether to apply the change to all future visits. Leave it unchecked for a one-time change, then click Continue.
The price on the job is now updated.
Option 2: Edit the invoice after the job is completed
Use this when you find out about a change after the fact — the cleaner did something extra and nobody told you until the invoice was already created.
Go to the client's invoice.
Find the Base price line and click Edit.
Enter the amount you want to add or adjust.
Add a short note so you remember what changed (e.g., "fridge").
Click Save.
The adjustment will show as a line item on the invoice, and the total will update. If the client has not yet paid the invoice, the updated amount will immediately update on the client facing invoice. You do not need to resend the invoice.
When to use which
Job not started yet? Edit the job.
Job already done and invoiced? Edit the invoice.
Either way, the price change is tracked and the customer sees the updated total.
If you have any questions, reach out to [email protected]

