In this article, you will learn how to offer discounts to your customers using the Workiz mobile app.

Offering discounts can be done in just a few steps, but the procedures will vary slightly depending on whether you want to offer a discount to a job, or to an estimate and invoice.

How to offer a discount on jobs

  1. Open the job you want to add a discount to

  2. Select the Finance tab

  3. Select Job items

  4. Under Sub total, select Discount

  5. Complete the Set discount fields:

    1. Choose whether the discount should be applied as a dollar amount or a percentage of the total cost

    2. Enter the dollar amount or percentage you want to discount

    3. Select Save

How to offer a discount on estimates and invoice

  1. Open the estimate or invoice you want to add a discount to

  2. Select Items

  3. Under Sub total, select Discount

  4. Complete the Set discount fields:

    1. Choose whether the discount should be applied as a dollar amount or a percentage of the total cost

    2. Enter the dollar amount or percentage you want to discount

    3. Select Save

When applied to an estimate or invoice, the discount will be visible on the document from the Workiz client portal.

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