Setup
You will need the following permission in your security group:
Can change site configuration settings.
Can view product list and detail page.
Can create products.
Can change product.
Click here to learn about security groups and permissions.
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How to create a rate and set pricing
1. Navigate to Control Panel > Labour rates, click Create, then select Create labour rate.
1. Navigate to Control Panel > Labour rates, click Create, then select Create labour rate.
2. Complete the Name, Cost price, Time allocation, Included time, Labour increment and Product type fields.
2. Complete the Name, Cost price, Time allocation, Included time, Labour increment and Product type fields.
If the rate is for a callout or attendance, click Create, then select Create attendance fee instead. Set Time allocation to Included to enter one Included time that covers travel, onsite and any other time logged to the task, or to Split to enter Included labour and Included travel separately. Attendance fees do not have a Labour increment.
If the rate is for a callout or attendance, click Create, then select Create attendance fee instead. Set Time allocation to Included to enter one Included time that covers travel, onsite and any other time logged to the task, or to Split to enter Included labour and Included travel separately. Attendance fees do not have a Labour increment.
3. Click Save and add pricing.
3. Click Save and add pricing.
4. Provide the Unit price for each Price tier and click Save labour rate, or Save attendance fee for an attendance fee.
4. Provide the Unit price for each Price tier and click Save labour rate, or Save attendance fee for an attendance fee.
Create a price book to set different prices for a single rate.
Available fields on a rate
Required (Name, Cost price, Time allocation, Included time, Labour increment, Product type)
Required (Name, Cost price, Time allocation, Included time, Labour increment, Product type)
Name: internal unless description is not provided.
Cost price: This is your blended average cost for this type of labour. This value is used during quoting, and updated with the individual technician's labour rate as technicians log time to a task.
Time allocation: For a labour rate, choose Labour time or Travel time, depending on whether the included time covers labour such as onsite time, or travel. For an attendance fee, choose Included or Split.
Included time: In minutes, the time included in the price. For an attendance fee set to Split, enter Included labour and Included travel instead.
Labour increment: Minimum amount of labour that should be billed when the included time is exceeded, e.g. round up to 15, 30 or 60 minute block. Labour rates only.
Product type: Internal (labour) or Subcontracted. Used to allocate costs in profit reporting.
Optional (Active, Description, Internal note, Starred, Internal ref, Category, Branches, Income account code, Expense account code, Unit description, Tracking Category)
Optional (Active, Description, Internal note, Starred, Internal ref, Category, Branches, Income account code, Expense account code, Unit description, Tracking Category)
Active: Ticked by default.
Description: Displayed on defect quotes, invoices, and purchase orders. If blank the product name is used.
Internal note: Used for internal communication or reference.
Starred: When a rate is starred, it will be displayed at the top of the list.
Internal ref: A customizable code for internal product identification.
Category: Text field where you can type in a category for filtering purposes.
Branches: Shown where Branches is enabled. Limits the rate to the selected Branches. If blank, the rate is available to all Branches.
Income account code: Used on invoices. If blank, defaults to income account code set up on accounting integration.
Expense account code: Used on purchase orders. If blank, defaults to expense account code set up on accounting integration.
Unit description: Used when the product is added directly to an invoice. If blank, the description is applied.
Tracking Category: Only applicable to accounting partner integrations that support tracking categories.
How to update the rate
1. Navigate to Control Panel > Labour rates, search for the Rate and click View.
1. Navigate to Control Panel > Labour rates, search for the Rate and click View.
2. Click Update.
2. Click Update.
3. Modify any fields, including the Unit price for each Price tier, then click Save labour rate, or Save attendance fee for an attendance fee.
3. Modify any fields, including the Unit price for each Price tier, then click Save labour rate, or Save attendance fee for an attendance fee.
4. To change a labour rate into an attendance fee, or an attendance fee into a labour rate, click Convert to attendance fee or Convert to labour rate, then click Convert.
4. To change a labour rate into an attendance fee, or an attendance fee into a labour rate, click Convert to attendance fee or Convert to labour rate, then click Convert.
The button is at the bottom left of the update form. It is available when updating an existing rate or fee, not when creating one.
The form switches to the other type. Nothing is saved until you click Save labour rate or Save attendance fee. Click Cancel to leave without saving.
Your details and prices carry over, including changes you have not saved yet.
The included time carries over.
Attendance fee to labour rate: Labour increment is empty.
Labour rate to attendance fee: the Labour increment is removed.
Check the details before you save.
Recommended steps
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