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NOTE: to add sections, you'll need to upgrade your account to ServiceM8 11 in the Settings page of your Online Dashboard (if you haven't been auto-updated already), and update to the latest version of the ServiceM8 app on the App Store.
For large or complex jobs, breaking up your quote or invoice with some simple headings and structure can go a long way in helping clients understand what they're looking at.
When preparing a quote or invoice, you can insert simple description lines between items, giving you the ability to break up your quotes & invoices into sections. Note that you'll need to use a quote or invoice template which itemises your materials & services.
To create a description line, just set its Quantity, Cost & Price to zero:
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Use the grab handles to drag and place your description lines to suit:
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And they will display as simple section lines on your quote/invoice PDF.
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It's the same in the ServiceM8 app — simply tap Add Item/Service > New Item, and ensure the new item's Quantity, Cost & Price is set to zero:
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If you need to move section lines & regular items around to ensure they display correctly on your quote/invoice, just press, hold & drag them up and down to rearrange their order.
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TIP: For even more control over how you present services on your quotes and invoices, check out the Bundles Add-on, which lets you group several materials, services and/or labour items together into one line item on your quotes and templates.