Building and Using Packages with Parts and Groups of Tasks

Task Pricing Display Options

 When you set up a task with pricing (Hourly, Book Hours, or Fixed), you can control how the pricing details appear on

 the work order. There are two settings that affect this: the Parts Display mode and the Parts Included toggle.

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 Parts Display Mode

 The Parts Display dropdown controls how the task's labor and parts are presented to the customer on the work order.

 There are four options:

• Detailed (Default) - Each part attached to the task is listed individually with its full pricing breakdown — quantity, unit price, tax, and line total. The task's own labor price is also shown on its own row. This gives the customer full visibility into every line item.
   Best for: Customers who want to see exactly what they're being charged for each individual part and labor.
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• Detailed with Subtotal Works the same as Detailed — every part is listed with full pricing — but a Subtotal line is added at the bottom of the task group. This subtotal combines the task's labor price plus all of its parts into one total, making it easy to see the full cost of the task at a glance while still showing the itemized breakdown above.
  Best for: Giving customers full transparency with a convenient summary total for each task.
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• Subtotal Only - Parts are still listed under the task by name, but their individual pricing columns (quantity, price, tax, total) are hidden. The task's own labor pricing columns are also hidden. Instead, only the Subtotal line appears, showing the combined cost of labor and parts together. Customers can see what parts are included, but not what each one costs individually.
  Best for: When you want customers to know which parts are being used without exposing individual part markups or pricing.
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• Combined - Parts are completely hidden from the work order — they are not listed at all. The task's labor pricing columns are also hidden. Only a single Subtotal line is displayed, representing the total cost of the task's labor and all its parts rolled together. The customer sees one clean line item for the entire task.
  Best for: Presenting a simple, flat-rate price for a task without showing any parts breakdown. This is also the only mode where parts are bundled into the task during customer authorization — in all other modes, parts appear as separate items the customer can review.
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• Parts Included in Price - This is a separate on/off toggle, independent of the Parts Display mode above. When turned on, the total value of all parts attached to the task is rolled into the task's labor price. Parts still appear listed under the task by name (so the customer can see what's being used), but their pricing columns are hidden and their cost is absorbed into the task price.
  Best for: When you want to advertise a single all-inclusive task price that covers both labor and parts, while still showing the customer which parts are being used.

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 How Tasks, Parts, and Subtasks Work Together

• Adding Parts to a Task - Parts can be attached directly to a task on a job. When a part is linked to a task, it appears grouped under that task on the work order rather than in a standalone parts section. How those parts are displayed depends on the Parts Display mode selected for that task (as described above). Parts that are not attached to any task appear in their own section at the bottom of the work order.
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• Subtasks - When building task templates in the shop settings, you can add subtasks underneath a parent task. Subtasks are smaller tasks that are bundled with the parent as a template — think of them as a checklist of work that makes up a larger job. When you add a parent task to a job, all of its subtasks are automatically added as well. Once on the job, each subtask becomes its own independent task — it gets its own pricing, its own Parts Display setting, and its own parts. This means you can configure each subtask's pricing display differently depending on how much detail you want to show for that portion of the work.

 Example: A "Full Service" parent task might have subtasks like "Oil Change," "Tire Rotation," and "Brake Inspection." When added to a job, each becomes its own task line on the work order, and you could set "Oil Change" to Detailed (to show individual part costs for filters and oil), "Tire Rotation" to Combined (flat rate), and "Brake Inspection" to Subtotal Only (show part names but not individual prices).

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