This feature is useful for snow services wherein your subcontractor bills your company per event, per hour or per unit (ton, bag, etc.) of material (i.e. salt) – especially in situations where you do not know in advance which of several subcontractors will perform the service, or what items will be required to perform an instance of the service. While this feature is designed for snow services, it can be used for non-snow services as well. Auto-expenses can only be set up on opportunity services whose invoice type is T&M or Per Service, or opportunity services for which the associated service is marked as Multi-Visit.

This article describes how to set up and use automatic expenses.

Click Subcontractor Automatic Expenses to read the article.