Overview
Bill as Types define the categories of work or services that can be billed on a job or task timer — controlling how labor is categorized, tracked, and applied across assets and form templates.
Accessing Bill as Types
From the navigation, click Settings, then click Billing. Select the Billing Types tab.
How to Add a Billing Type
Adding a billing type creates a new category of work that can be assigned on jobs and task timers.
Click the Add Type button in the top right
Enter a Name for the billing type — this is required and must be unique
Select a Bill As Category from the dropdown to group this type for reporting
Select an Assignment Type from the dropdown to define how this type is assigned
Select an Asset Class to limit this type to a specific class of assets
Optionally, select one or more Form Templates from the dropdown — each template is added individually and can be removed with the X button
Check Billable if work under this type should generate a charge
Check Active to make this type available for selection on jobs and task timers
Check Include in Production Schedule if this type of work needs to be scheduled on specific dates — when enabled, line items using this type will appear on the Production Scheduling calendar and require start and end dates and times; when disabled, no dates are required and the line item appears as a flat entry on the job only
Check Include with Task Timers if this type should be available when employees log time using task timers
Click Create
Note: Name must be unique — if the name is already in use, you will see "Name already in use. Name must be unique."
How to Edit a Billing Type
Click anywhere on the row for the billing type you want to update
The Edit Type modal opens with existing values pre-filled
Make your changes to any field
Click Save
Note: Changes apply to new jobs going forward. Existing jobs that have already used this type are not retroactively updated.
How to Delete a Billing Type
Click the row for the billing type you want to remove to open the Edit Type modal
Click the Delete button
In the Delete Billing Type confirmation dialog, click Delete
Important: Deleting a billing type also deletes all associated billing type rates. If you want to stop using a type without losing its rate history, deactivate it instead by unchecking Active.
How to Export Billing Types
Download all billing type records to a spreadsheet for audits, backups, or import preparation.
Click the ellipsis (⋮) menu in the top-right area of the page
Click Export All to export every record or Export Filtered to export only the records currently visible
The file downloads to your computer
Understanding Billing Type Fields
Field | Description |
Name | The label for this billing type as it appears on jobs and reports; must be unique across all billing types |
Bill As Category | Groups this type under a billing category for filtering and reporting purposes |
Assignment Type | Defines how this billing type is assigned to work |
Asset Class | When set, selecting this billing type on a job line item will automatically populate the asset class on that line item |
Form Templates | Associates one or more form templates with this billing type; when selected on a job line item, those forms are automatically attached and appear as required forms for technicians logging time through task timers |
Billable | When checked, work recorded under this type is included in billing calculations; uncheck for internal work, warranty, or non-chargeable service |
Active | When checked, this type is available for selection on jobs and task timers; unchecking hides it from selection everywhere without deleting it |
Include in Production Schedule | When enabled, line items using this type appear on the Production Scheduling calendar and require start and end dates and times; when disabled, no dates are required and the line item appears as a flat entry on the job only |
Include with Task Timers | When checked, employees can select this type when logging time through task timers |
Use Cases
Separating billable from non-billable work
A billing administrator sets up two types — "Standard Labor" with Billable checked and "Warranty Service" with Billable unchecked. Jobs using Warranty Service are tracked in the system but excluded from invoices, keeping billing reports clean.
Automatically setting the asset class on a line item
A company that services both vehicles and HVAC equipment creates separate billing types for each, each assigned to a different Asset Class. When a dispatcher selects one of these billing types on a job line item, the asset class is automatically populated on that line item — saving the dispatcher from having to set it manually.
Ensuring required forms are completed for specific types of work
A billing administrator attaches a safety checklist form template to a "Safety Inspection" billing type. When a dispatcher adds a line item to a job using that billing type, the safety checklist is automatically attached to the line item. When a technician logs time against that line item through task timers, the safety checklist appears as a required form they need to complete before the work is closed out.
Auditing billing types before an import
Before uploading a bulk import of updated billing types, an administrator exports the current list from the ellipsis menu to create a backup. If the import produces unexpected results, they have a reference file to compare against.
Best Practices
Use Descriptive, Consistent Names: Billing type names appear on jobs and reports — choose names that are immediately recognizable to dispatchers, technicians, and billing staff without abbreviations or internal codes.
Deactivate Instead of Delete: When a billing type is no longer in use, uncheck Active rather than deleting it. Deleting a billing type removes all associated rates and breaks the link on any historical jobs.
Set Billable Accurately from the Start: Changing the Billable setting on an active type can affect reporting on in-progress jobs. Decide whether a type is billable when you create it and keep that setting stable.
Export Before Bulk Changes: Download your billing types before making large edits or running an import — this gives you a rollback reference if something needs to be reversed.
Review Form Template Associations Regularly: Billing types tied to outdated form templates will prompt technicians for forms that are no longer relevant. Audit associations when forms are updated or retired.
Troubleshooting
Issue: A billing type is not appearing as an option on a job or task timer
Solution: Confirm the type has Active checked — unchecked types are hidden from selection everywhere in the system.
Confirm the type has Active checked — unchecked types are hidden from selection everywhere in the system
Issue: Receiving "Name already in use. Name must be unique." when saving
Solution: Search the list for the existing name — it may be an inactive type that can be reactivated instead.
Search the Billing Types list for the existing name — it may be an inactive type
Either use a different name or reactivate the existing type if it was previously deactivated
Issue: Cannot delete a billing type
Solution: The delete option is inside the Edit Type modal — open the modal first, then click Delete.
Check that you are opening the Edit Type modal first — the delete option is inside the modal, not directly on the table row
Confirm you have the appropriate permissions to delete billing types
Contact your administrator if access is needed
Summary
Bill as Types are managed in Settings > Billing under the Billing Types tab. Use this page to add, edit, deactivate, and export the categories of work used across your jobs, with controls for billability, asset class, production scheduling, task timers, and form template associations.