Overview
Bill as Type Rates are pricing records that define the rate for each billing type, including standard rates, weekend and holiday rates, client-specific pricing, and internal cost tracking. When a billing type is selected on a job line item, a task timer, or a work order timer, the system uses the corresponding rate record to automatically populate the rate.
Accessing Bill as Type Rates
From the navigation, click Settings, then click Billing. Select the Billing Type Rates tab.
How to Add a Type Rate
Adding a type rate creates a pricing record that links a billing type to a rate and unit of measure.
Click the Add Type Rate button in the top right
Select the Type (Bill as Type) this rate applies to — this field is required
Select a Unit of Measure — this field is required; see the Understanding Unit of Measure Restrictions section below for limitations
Enter the Rate — this is the standard billing rate and is required
Optionally, enter a Cost to track the internal cost alongside the billing rate
Optionally, enter a Saturday Rate and/or Sunday Rate to apply premium pricing on those days
Optionally, enter a Holiday Rate — if left blank, the system will use the standard Rate on holidays
Optionally, select a Product to associate this rate with a specific product
Optionally, add one or more Clients to create client-specific pricing — see the Understanding Client-Specific Rates section below
Click Create
Important: Once a type rate is saved, the Type and Unit of Measure fields cannot be changed. If you need to change either field, delete the rate and create a new one.
How to Edit a Type Rate
Click anywhere on the row for the rate you want to update
The Edit Type Rate modal opens with existing values pre-filled
Make your changes — note that Type and Unit of Measure cannot be modified after saving
Click Save
How to Delete a Type Rate
Click the row for the rate you want to remove to open the Edit Type Rate modal
Click the Delete button
In the Delete Billing Type Rate confirmation dialog, click Delete
Note: Review any active jobs, task timers, and work order timers that use this billing type before deleting its rate, as they will no longer have a matching rate record.
How to Add a Client-Specific Rate
Client-specific rates let you override the standard rate for one or more customers with negotiated or custom pricing.
Open the Add Type Rate or Edit Type Rate modal
In the Client dropdown, select the client you want to add
The client appears in the client list below the dropdown with its own Rate field
Enter the rate amount for that client
Repeat to add additional clients
Click Create or Save
To remove a client from the rate:
Click the X button next to the client in the list
If the rate has already been saved, confirm the removal when prompted
Note: The base Rate field applies to all jobs, task timers, and work order timers that do not match a client-specific rate. Always set a base rate as the default fallback.
Understanding Unit of Measure Restrictions
Each billing type can only have one rate per unit of measure. If a rate already exists for a given Type + Unit of Measure combination, that Unit of Measure will be disabled in the dropdown when creating a new rate for the same type.
This prevents duplicate rate records for the same type and billing unit, which would create ambiguity when the system looks up rates on job line items, task timers, and work order timers.
Understanding Client-Specific Rates
When a job is associated with a specific client, the system checks whether a client-specific rate exists for the billing type being used on the line item. If a matching client rate is found, that rate is applied instead of the base rate.
Add a client to a rate record and enter their rate in the client's Rate field
Clients without a matching rate record will automatically use the base Rate
Multiple clients can be added to the same rate record, each with their own rate amount
If a client is removed from a saved rate, the system will prompt for confirmation before removing the association
Use Cases
Standard vs. premium weekend and holiday rates
A field services company charges a higher rate for work performed on weekends and holidays. They create a type rate with a base Rate for weekday work, then enter elevated Saturday Rate, Sunday Rate, and Holiday Rate values. The system automatically applies the correct rate based on when the work is performed — no manual calculation needed.
Negotiated rates for key clients
An enterprise client has a contracted hourly rate that is lower than the standard rate. A billing administrator creates a type rate with the standard base rate, then adds that client to the client list with their contracted rate. All other clients are billed at the standard rate, and the enterprise client is billed at their negotiated rate automatically.
Tracking cost vs. rate for margin reporting
A service manager wants to monitor profitability by billing type. When configuring each type rate, they enter both the customer-facing Rate and the internal Cost. Periodic exports of billing type rates let the team compare rates to costs and flag types where margins have narrowed.
Exporting rates before a price adjustment
Before updating rates across multiple billing types, an administrator exports the full rate list from the ellipsis menu. The export serves as a before-snapshot so the team can verify which rates changed and confirm the updates were applied correctly.
Best Practices
Always Set a Base Rate: Every type rate record should have a base Rate value. This serves as the fallback when no client-specific rate matches, ensuring jobs, task timers, and work order timers always have a rate to reference.
Populate Weekend and Holiday Rates Intentionally: If your business does not charge premium rates for weekends or holidays, enter the same value as the base rate rather than leaving those fields blank. This makes pricing behavior explicit and predictable.
Use the Cost Field for Margin Visibility: Enter an internal Cost value for every rate so you can track profitability over time. Even a rough cost estimate is more useful than leaving the field empty.
Plan Type and Unit of Measure Before Saving: These two fields cannot be changed after a rate is saved. Confirm the correct billing type and unit of measure before clicking Create to avoid having to delete and recreate the record.
Export Before Rate Changes: Download your type rates before adjusting pricing, especially for client-specific rates. This gives you a reference file to verify changes and roll back if needed.
Troubleshooting
Issue: A job line item, task timer, or work order timer is not using the expected rate
Solution: Confirm a rate record exists for the billing type, check for client-specific rate matches, and verify the Unit of Measure aligns.
Confirm a rate record exists for the billing type being used
Check whether the job is for a specific client — if so, verify that a client-specific rate exists and is correctly assigned to that client
Verify the Unit of Measure on the rate record matches what is being used
Issue: A Unit of Measure is greyed out and cannot be selected
Solution: A rate already exists for the selected Type and Unit of Measure combination — edit the existing record instead of creating a new one.
This means a rate already exists for the selected Type and that Unit of Measure combination
To use that combination, locate the existing rate record and edit it instead of creating a new one
Issue: The Type or Unit of Measure fields are locked and cannot be changed
Solution: These fields are intentionally locked after saving to protect data integrity — delete the record and create a new one with the correct values.
These fields are intentionally locked after a rate is saved to protect data integrity
If you need to change either field, delete the rate record and create a new one with the correct Type and Unit of Measure
Summary
Bill as Type Rates are managed in Settings > Billing under the Billing Type Rates tab. Each rate record links a billing type to a base rate and unit of measure, with optional weekend and holiday rates, client-specific pricing, product associations, and internal cost tracking. Keep in mind that the Type and Unit of Measure fields are locked once a rate is saved, so confirm those selections before clicking Create.