What a Xero quote says about each service | AIssie

What a Xero quote says about each serviceLine wording, Xero Items, brochures, extra lines and add-on services, set for each service.Applies to: Accounts using AI quotes in XeroEvery service can carry its own quote details, under Quote & Booking Settings › Services. All of it is optional: leave it blank and a quote simply uses the service name and price.Include on Xero quotes is the switch that lets your assistant put a service on a written quote. It is a different setting from the AI price calculator (flexible services), which works out a price and a length for a booking.How to do it

Open Quote & Booking Settings › Services and open a service.

Turn on Include on Xero quotes.

Under Xero quote details, set how the line should read. A quote description, one of your Xero Items, the brochures to send with it and a short note for the quote email. A service priced by option can have its own details for each option, including the name it goes by in emails.

Add any additional quote lines. A negative amount is a rebate or a discount, and only you can add one — your assistant never can. Leave the amount blank for a note with no price. A line with a Valid until date drops off quotes after that date, and says until when on the quote — untick Add “(until …)” to the line when its own wording already gives the end date.

Mark an extra as Always included if it goes on every job. It is then charged on every quote and every online booking of that service, and shown to the customer as included rather than offered as a choice.

Link any add-on services. Mandatory adds it every time. Optional offers it. Only when... makes your assistant ask first, for example "does the old unit need removing?"

A Mandatory add-on always goes on quotes. On an online booking it is only added when the add-on itself can be booked and the two services can be combined in one visit, and the editor tells you when that is not the case.Brochures come from one library for the whole account, so a spec sheet uploaded once can go with any service. Each must be a PDF of 10 MB or less.Details saved for an option you have since removed are kept, and listed so you can remove them on purpose. Put the option back and its details come back with it.Where this is in your dashboard

Open Quote & Booking Settings

Frequently asked questionsDo I need to fill all of this in?No. Most services only need Include on Xero quotes switched on and a price. Add details where the plain service name would not be enough on a quote.Will customers see an Always included extra on the booking page?Yes, already ticked and marked included, with its price in the total, so nothing appears at checkout that they did not see.Related

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