Your sites
In short
A site is the address of the work, attached to a client. It is also what decides the VAT rate of the quote. One client can have several: their house, a studio they rent out, a commercial unit.
The screen: a client's record, Worksites section.
Creating a site
- Open the client's record, then Add a worksite.
- Give it a simple site name: "Main home", "Rental studio". That is what you will see in the list when writing the quote.
- Address: the Copy the client's address button saves retyping it.
- Under VAT context: the type of dwelling (house, flat, other) and the floor area, if you know them.
- Answer the two questions below, add a note if needed (visible to you only), then save.
The two questions that decide the VAT
Residential premises: tick the box for a dwelling, leave it empty for business or commercial premises. Reduced rates only apply to dwellings.
Dwelling completed more than 2 years ago? Three possible answers:
| Your answer | What it changes on the quote |
|---|---|
| Yes | Reduced rates (10% or 5.5%) may apply, depending on the work |
| No | Recent construction: everything is at 20% |
| I don't know yet | Devivolt applies 20% and flags it on the quote |
The reduced rate depends on things only you can observe: the age of the dwelling and the nature of the work. Devivolt applies the rule from your answers and warns you when a detail is missing. It never guesses for you. When in doubt, leave "I don't know yet".
Editing a site
Everything can be edited, including the VAT answers. The client, however, does not change: work at someone else's place is a new site.
An edit changes nothing on quotes already sent.