Pull labor from past visits onto an invoice

When a tech logs time on a customer's job — using the start/stop timer in /portal/tech — those entries become 'unbilled labor' against that customer. The invoice composer has a 'Pull labor from past visits' button that lists every unbilled entry grouped by appointment so you don't have to re-type hours or guess what the customer owes.

What counts as unbilled labor

• A time_entries row with this customer's client_id where billed_at IS NULL.
• Started_at + ended_at both set (the entry is closed — open timers don't show).
• The picker groups entries by appointment_id so you see 'Tuesday's water-heater install — 3.5 hrs across 2 entries' instead of a flat row-per-row list.

Pulling labor onto an invoice

1. 1
   Open the invoice composer

   /portal/invoices/new with the customer pre-selected (from the customer detail page) or pick the customer in the composer first. The 'Pull labor from past visits' button only shows when a customer is set.

2. 2
   Click 'Pull labor from past visits'

   A panel slides in showing every unbilled appointment with totals: 'Tuesday Apr 29 — Mike Johnson — 3.5 hrs at $85/hr suggested = $297.50.'

3. 3
   Pick which appointments to add

   Tick the appointments you want billed. Each entry shows the duration, the suggested rate (weighted average of the rates on the underlying entries — see below), and the resulting line-item dollars.

4. 4
   Override the rate or description if needed

   Default description is 'Labor — [appointment service name] — [date].' You can rename or change the rate before adding; once added it's a normal invoice line.

5. 5
   Click 'Add to invoice'

   Plyrium creates a labor line item per selected appointment, marks every underlying time_entry billed_at = now() + invoice_line_item_id = the new line, and recomputes invoice totals. Closing the composer without saving DOES NOT mark anything billed — only Save / Save & send commits.

How the suggested rate is computed

Each time_entry has its own hourly_rate_cents (set from the tech's default rate at the moment they started the timer). When multiple entries roll into one appointment the picker shows a weighted average: total cost ÷ total minutes × 60. So 1 hour at $85 + 2 hours at $95 → 2.917 hrs × $91.43 weighted-avg.

When NOT to pull labor

• The job is flat-rate — labor is already bundled into the service price (e.g. a water-heater install priced $1,200 total). Pulling time entries on top of that double-bills the customer.
• The visit was a contract-included tune-up — the customer already paid for that visit via their recurring contract. Add a $0 line item or skip it.
• The customer is on a Care Club membership with included visits — same logic; the perk covers the labor.

Reversing a pulled labor line

Delete the line item from the invoice (drafts only). The underlying time_entries.billed_at column stays set — that's intentional, it's an audit trail of 'this hour was billed at some point.' If you need to bill that time on a different invoice, run an SQL update to clear billed_at, or wait for the future 'remove from invoice' flow that does this automatically.