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

Offering discounts on the mobile app can be done in just a few steps.

Offering discounts on mobile

  1. Select the job you want to apply a discount to

  2. Select the Finance tab

  3. Select Job items > 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

The discount will automatically be applied to the job, estimate, or invoice.

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