How can I edit my rates?
The order provided below includes the most streamline process to adding and editing rates. Included is the process of how to assign rates to clients.
Navigate to Billing
- Click Settings
- Click Billing
Create Units of Measure
- Navigate to Units of Measure
- Click Add Units of Measure
Units of Measure names are automatically applied to Assignments during dispatch. These first must be applied to the Billing Rate. Such as when billing by the hour, day, or each service.
Once a Billing Unit of Measure has been deactivated it will no longer appear as an option during Assignment creation/editing and applying them to Billing rates. This will not remove any existing assignments built out with this type.
Create Billing Categories
- Navigate to Billing Categories
- Click Add Category
Can be shown on quote. Used mainly for reporting
Deactivates the category. Cannot be used for future BaT
Create Billing Types (Bill as Types or BaT)
- Navigate to Billing Types
- Click Add Type
Billing Type names display while assigning assignments to jobs filling out Service Tickets, and approving or invoicing billable assignments. These are also the names of assignments once built.
Categories are groups of Billing Types.
You may assign an assignment type to a Billing Type. This will limit employees and assets when assigning them to a job assignment.
You may assign an asset class to a Billing Type. This will limit assets further when assigning them to a job assignment. Asset classes are groups of differentiated Asset Types
If this setting is deactivated, assignments marked with this Billing Type will not display in the approvals queue to be invoiced.
If this setting is deactivated this option will not display while building out assignments
Include in Production Schedule
When this setting is deselected, you may assign this assignment to Job however it will not display in the Day or All Jobs queue. You will not assign employees to these assignments
Include With Task Timers
When Creating a timer on an account level user, selecting this allows that user to include this Bill as Type on that timer.
Assigning form templates from this table allows you to add digital forms to assignments always. You may also assign form templates each time while building out assignments.
Create Billing Type Rates
- Navigate to Billing Type Rates
- Click Add Type Rate
This is the currency number assigned to the Billing Type
This is the Billing Type to be attached to the the rate
Unit of Measure
Units of measure are utilized to describe how these assignments are billed. Such as hour, day, or each service.
Assign products that are always included with this specific assignment
Assign costs that are always included with this specific assignment. These costs may be placed in a report to track costs across all jobs.
If a specific assignment is only applicable to a single client. You may assign clients here to always associate them.