On the Charges & taxes tab, you set the percentage discounts technicians can apply, flat-rate additional charges, and the sales tax rates used in job estimates.

Who can do this: Owners only, with an active subscription.

Percentage discounts that technicians can apply to job estimates, such as senior or repeat-customer discounts. Select Add discount, then enter a Discount name and a Rate (%) from 0 to 100. Use the trash button (Remove discount) to delete one. If none exist you see "No discounts configured yet."

A discount is taken off the whole subtotal: service charge, labor, parts and additional charges, before sales tax.

Flat-rate charges that technicians can add to job estimates, such as a trip fee or after-hours service. Select Add charge, enter a Charge name and a Price ($) (0 or more), and switch Taxable on if sales tax applies to it. Use the trash button (Remove charge) to delete one. If none exist you see "No additional charges configured yet."

Select Add sales tax, give the rate a Tax name, and set Service (%), Labor (%) and Parts (%), each from 0 to 100. The service rate also applies to taxable additional charges. Switch Default on for one rate. The default rate is applied to every new quote automatically. Use the trash button (Remove sales tax) to delete a rate. If none exist you see "No sales tax rates configured yet."

If you have any sales tax rates, exactly one must be the default. Otherwise you see "Choose exactly one default sales tax".