Service Items

What are service items

Service items are pre-defined line items you can add to invoices. If you regularly bill for things like travel fees, on-call premiums, orientation time, or other charges beyond your standard shift rate, service items save you from typing the same descriptions and amounts every time.

Creating a service item

1. Navigate to the Templates page from the sidebar.
2. Click Add Service Item.
3. Fill in the details:
   • Name -- a short label (e.g., "Travel Fee", "On-Call Premium", "Orientation", "Shift Coverage").
   • Description -- the text that appears on the invoice line item.
   • Default rate or amount -- the pre-filled amount for this item. You can adjust it on individual invoices if needed.
4. Click Save to create the service item.

Using service items on invoices

When creating an invoice, you can add service items as line items alongside your shift-based charges. The description and amount are pre-filled from the template, saving you time and keeping your invoices consistent.

Adding service items to shifts

Service items can also be added to individual shifts. When you do this, they're automatically included when you create an invoice from those shifts -- no extra steps needed at invoicing time.

Editing and deleting

Click on any service item to update its details. Changes apply to future use only -- existing invoices keep their original values, so your past records stay accurate.