Marking jobs as Free of Charge (FOC) may be necessary in various scenarios. Having predefined reasons ensures that jobs and company records are accurately updated and easily referenced when needed.
View Setting
➡️ Profile Icon > Settings > Jobs > Free of Charge Reasons > View
The minimum role level required to access this setting is Financial Office Staff.
Adding a Free of Charge Reason
➡️ Add a free of charge reason
Enter the Free of charge reason in the text field
Examples of common FOC reasons:
Warranty Repair: Service provided free due to warranty coverage.
Customer Satisfaction: Offered to maintain positive customer relations.
Contractual Obligation: Performed under a contract at no cost.
Manufacturer Defect: Addressing a defect without charge.
Promotional Offer: Provided as part of a campaign.
Goodwill Gesture: Complimentary service to enhance customer relations.
Click "Add Free of Charge Reason"
Managing Free of Charge Reasons
Editing a Free of Charge Reason
➡️ Click Edit > Amend > Click Save
Deleting a Free of Charge Reason
➡️ Click Delete > Type "Delete" > Click Delete