When a technician arrives at a job site and discovers unexpected conditions (such as a torn-up backyard or a change in requested scope), you may need to adjust the service price in real-time, complete the visit to clear it from your schedule, and ensure the customer’s credit card isn't automatically billed the incorrect amount.


If the customer is enrolled in Auto-Pay, the safest workflow requires temporarily disabling the auto-pay trigger, adjusting the invoice manually, and processing the invoice payment manually.


The Recommended Workflow

Follow these steps to safely change a price in real-time without triggering an incorrect automatic charge:


Step 1: Temporarily Turn Off Auto-Pay

Before the job is marked completed in the field, the office team must pause the automatic billing cycle for that specific service.

  1. Navigate to the customer's profile from the Admin dashboard.
  2. Open the customer's Billing Profile tab.
  3. At the bottom of the page in the Payment Information disable the Do you want to run customer payment method automatically upon job completion? option.

Step 2: Complete the Service & Clear the Schedule

  • In the Field: The technician can proceed to complete the service as usual (or adjust the service boundaries) and mark the job as Complete on their mobile device. This immediately clears the stop off the schedule.

Step 3: Manually Adjust the Price

Once the job is completed, it generates a pending invoice that needs a manual override before it is sent to the cusotmer:

  1. Go to the Active Invoices pag in your Admin dashboard.
  2. Locate the newly generated invoice for this property visit.
  3. Click on the invoice number to Edit the invoice.
  4. Adjust the line items or line-item pricing to accurately reflect the work actually performed.

Step 4: Process the Payment and Reactivate Auto-Pay

  1. With the price corrected, manually process the customer's saved credit card directly from your Admin backend.
  2. Go back to the customer's Billing Profile and turn auto-pay back on so that future scheduled visits continue to bill automatically.


Summary Checklist

[Disable Auto-Pay for Service] ➔ [Complete Job to Clear Schedule] ➔ [Edit Invoice Price] ➔ [Process Card Manually] ➔ [Re-enable Auto-Pay]


Need Extra Help?

If you run into issues please contact our support desk at support@spraye.io.