Modifying your tasks with FlatRateNOW

Posted by Marcel Donnelly on Sep 14, 2021 8:00:00 AM

We understand that from time-to-time things in your business change and you need to be agile. FlatRateNOW has been designed with this in mind. We want you to have total control with your offering and the software allows you to do this. 

So, why should you modify tasks? 

We live in a transient world and this impacts your business one way or another. Prices changes, product names change, customer demands change, and even the way we work often changes. We’ve built FlatRateNOW to be flexible and modified to suit your business. 

We want you to be able to modify your materials along the way or even add ad-hoc items that you may need for a job. All whilst being quick and easy to use. 

We have different task templates available 

We understand there isn’t a one size fits all solution in the trade industry. Once you have navigated our Catalogue and decided what you want to include as a task, you have 3 templates to choose from. 

The templates are: 

  • Standard Task with no product options 
  • Standard Task with product options 
  • Matrix Tasks 

A breakdown of these templates and what they can do can be found here. 

Try our Modify Task Feature! 

Our Catalogue boasts 1800+ pre-built task templates for you to choose from. Whilst these may cater to you, you can also modify these as you choose. Some of the things you can change may include: Headings, Descriptions, Task Details, Bonus Payments, Hiding the task from your users or applying a Price Adjustment. 

This allows you to make subtle updates where needed whilst still maintaining a very streamlined quoting process! 

You can find out more about how to Modify Templates here. 

Modify on site 

Your tradespeople also have the ability to change details of the task while onsite. This won't impact the task template so changes can be made as often as required to suit the job. The following can be modified directly in the quote/task whilst in FlatRateNOW: 

  • heading  
  • description  
  • allocate hours  
  • total price  

Not only is this convenient for your team, but it also gives the customer a great impression because their quote becomes unique and catered towards them. 

Topics: Electricians, Plumbers, Tradespeople App, reece max