> For the complete documentation index, see [llms.txt](https://docs.shortcutco.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.shortcutco.com/readme/jobs-and-scheduling/adding-one-off-services-to-a-visit.md).

# Adding one-off services to a visit

Add a one-time service charge to a single visit from Dispatch, the customer profile, or the worker app.

Use a one-off service when a customer wants something extra on a single visit, such as a fungus treatment or one-time cleanup, without adding it to their recurring service.

There are two ways to add it:

* The office adds it from Dispatch or the customer profile.
* Workers add approved field add-ons from the worker app.

{% hint style="info" %}
A one-off service is attached only to the selected visit. It does not carry over to the customer's next recurring visit.
{% endhint %}

{% hint style="info" %}
**Selling a material rather than extra work?** Mulch, plants or a sprinkler head go on the visit as a [product](/readme/products.md) instead. Products carry their own cost, so your margins stay accurate.
{% endhint %}

## Before you start

* The service must already exist in [Services](/readme/configuration/services-pricing-structures.md).
* Workers can only add services that have been enabled as **Field Add-ons**.

## Option 1: Add it from the office

Office users can add a one-off service before or after the visit.

### From the Dispatch Board

Use the Dispatch Board when you are looking at today's work or reviewing a completed visit.

{% stepper %}
{% step %}

### Open Dispatch

Go to the **Dispatch Board**.
{% endstep %}

{% step %}

### Find the visit

Find the job you want to update.
{% endstep %}

{% step %}

### Open the actions menu

Click the **three-dot menu** on the right side of the job.
{% endstep %}

{% step %}

### Add the service

Click **Add service**, choose the service, set the rate and quantity (hours or sq ft where relevant), and save it.

<figure><img src="https://2299783971-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOhi7KtJ4vY1pDKwWu5SV%2Fuploads%2Fgit-blob-aed9e967e1eb2125c34fa37e77ac7d7dc75b3e4e%2Fdispatch-add-service.png?alt=media" alt="The Add service dialog in Dispatch listing the service catalog with rates, ready to attach one service to this visit"><figcaption><p>The Add service window — pick the extra service and it's billed with this visit only.</p></figcaption></figure>
{% endstep %}
{% endstepper %}

{% hint style="warning" %}
Invoice behavior depends on when the service is added:

* **Before the job is completed:** the service appears on the same invoice as the rest of the visit.
* **After the customer has already been invoiced:** Shortcut creates a separate invoice for the added service right away.
* **Offline / Check Payment customers:** the added service joins the rest of their pending work in the ready-to-bill queue.
  {% endhint %}

### From the customer's profile

Use the customer profile when someone calls in and asks for extra work on a recent or upcoming visit.

{% stepper %}
{% step %}

### Find the customer

Search for the customer by name and open their profile.
{% endstep %}

{% step %}

### Choose the visit

* **Upcoming visit:** find it under **Upcoming** on the Overview tab.
* **Visit that's already happened:** open the **Activity** tab and find the completed visit.
  {% endstep %}

{% step %}

### Click Add service

For an upcoming visit, click its **⋯** and choose **Add service…**. For a completed visit, click **Add service** on the visit in the feed.
{% endstep %}

{% step %}

### Save the one-off charge

Pick the service, confirm the charge, and save it.
{% endstep %}
{% endstepper %}

For an upcoming visit, the service is added now, so it's already on the visit when the work date arrives.

## Option 2: Let workers add services in the field

To let workers add services on-site, first turn on field add-ons for the services you want to allow.

### Turn on field add-ons

{% stepper %}
{% step %}

### Open settings

Click your name at the bottom-left of the sidebar, then click **Settings**.
{% endstep %}

{% step %}

### Open Services

In the Settings sidebar, under **Operations**, click **Services**.
{% endstep %}

{% step %}

### Find Field Add-ons

In the services list, find the **Field Add-ons** column.
{% endstep %}

{% step %}

### Enable allowed services

Turn on field add-ons for any service you want workers to be able to add themselves.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
You can enable every service, or only the ones you're comfortable letting workers add on their own.
{% endhint %}

### How a worker adds the service

{% stepper %}
{% step %}

### Open the customer visit

In the worker app, the worker opens the customer's visit.
{% endstep %}

{% step %}

### Tap Add service

The worker taps **Add service** from the visit.
{% endstep %}

{% step %}

### Choose the service

The worker selects the approved service and confirms the rate.
{% endstep %}

{% step %}

### Finish the visit

When the job is completed, the added service is captured for billing.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
**Prepaid customers:** field add-ons are billed separately — prepay coverage applies to the scheduled work, not on-site extras.
{% endhint %}

## Quick reference

| Method           | Best for                                            |
| ---------------- | --------------------------------------------------- |
| Dispatch Board   | Same-day work or completed visits                   |
| Customer profile | A call about a recent or upcoming visit             |
| Worker app       | Requests made on-site (approved field add-ons only) |

<details>

<summary>Still stuck?</summary>

Email <hello@shortcutco.com> with the customer name, visit date, service name, and a screenshot of the visit.

</details>
