Adding Discounts to Jobs and Quotes

22nd October 2025

  1. Click into the customer you want to create the quote/invoice for.
adding a discount
  1. Click the pink three dots From here, you can either create a job or a quote. If creating a quote, you can also click 'add job to quote'.

  2. Click Services and 'add services' add your relevant services.

  3. Here, you can also add a new service entitled 'discount' if you do not have one already and then click 'Done'

  4. Once you have set the rate for your main service, you will need to enter the rate for your discount.

  5. In another tab (not Squeegee) you can calculate the negative discount value and type this before copying and pasting it into the rate field above.

  6. You will then see that the overall job price has been amended to take the negative value into account. You can then click 'SAVE'.

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