We are constantly looking for ways we can make your life easier. Do you service areas that have different tax codes? Are you tired of having to manually look up their tax rate and apply that to each individual estimate and invoice? If so, you are in luck with FieldPulse's Automatic Tax Rate function.
To enable go to Company Settings, Features & Plugins, then Enable Automatic Tax Rates.
For the examples displayed in the video below, you can see the different zip codes reflecting the proper tax rates in the estimate. (Note: If the service and billing addresses differ, the automatic tax rate will be based on the service address zip code.)
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.