How to populate the Service Line Items database using a csv spreadsheet

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The screenshot below is an example of what your service line database spreadsheet should look like. Following are more detailed explanations of each column and how they are used. Please use this spreadsheet as a starting guide: sample spreadsheet. When you have your spreadsheet ready, use these instructions to import them into your FotoNotes portal.

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Note:  Row 1 must include the column names exactly as we have them in the sample spreadsheet linked above. The file must be a csv format. 

A. Name:  This is the display label that will show up for the Service in the line item.  It will appear in the drop-down select under Work Type (see image below) OR as the field label if you use the single item pre-populated field approach. THIS CANNOT BE LEFT BLANK.

B. Key: Enter a unique key for the service. This is your service key and unique identifier for this item.  It does not display in the front-end user interface.  THIS CANNOT BE LEFT BLANK.

C. Unit: This is the label for the unit that is used to calculate a variable rate.  Some examples would be: Square Foot, Hour, Each, or Item. The word you enter will appear under the Units field for the user to see, beneath where the user enters the count. THIS CANNOT BE LEFT BLANK.

D. Unit Cost (unit_cost): This is a dollar field. Costs should be decimal numbers without commas or dollar signs:  ie: 1.25, 0.00 

E. Unit Labor Cost (unit_labor_cost): This is a dollar field. If you have a labor cost associated with the cost for a service you can center it here. Typically, Labor and Material costs added together equals the unit_cost. The system will not automatically update the total unit_cost if you update a labor cost.Costs should be decimal or whole numbers without commas or dollar signs:  ie: 1.25, 0.00, 40

F. Unit Material Cost (unit_material_cost): This is a dollar field. If you have a material(s) cost associated with the cost for a service you can center it here. Typically, Labor and Material costs added together equals the unit_cost. The system will not automatically update the total unit_cost if you update a material cost. Costs should be decimal or whole numbers without commas or dollar signs:  ie: 1.25, 0.00, 40 

G. Can Set Cost (can_set_cost): This is a boolean field. Only enter TRUE or FALSE. If left blank, this defaults to TRUE. If "can_set_cost" is set to TRUE, then users will be able to override costs.

H. Can Set Quantity (can_set_quantity): This is a boolean field. Only enter TRUE or FALSE. If left blank, this defaults to TRUE. If "can_set_quantity" is set to TRUE, users will be able to override default quantities.

I. Default Quantity (default_quantity): If you have a default quantity set it in in this column using the same convention as referenced in the cost.

J. Description: You can use description to give more detail to the Service Name. This description will appear below the drop down selection area. It can also be used to provide instructions for the service. Learn how to set up services in your templates here.

K. Category: This is any category or grouping you might have for this type of item. This does not show in the front-end user interface. Eg, Electrical, HVAC, Paint.  There can only be one category per item.  The category will be used in your template to set up services. This is how you determine which service items show up in which section or field group. Learn how to set up services in your templates here.

L. Market: If you have different pricing for different markets/regions etc. you will put your name for the market here. If the market field is left blank that service will apply to all markets. Learn more about adding service markets here.

M. Tags: Ignore this column and leave it blank

Screenshot of IOS mobile interface for drop-down select type of service line items.

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