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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If you see this arrow, click to expand for more information!
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How to create a rate and set pricing
1. Navigate to Control Panel > Labour rates, then click Create Labour rate.
1. Navigate to Control Panel > Labour rates, then click Create Labour rate.
2. Complete Name, Type and Labour increment fields.
2. Complete Name, Type and Labour increment fields.
If the labour rate is for a callout or attendance, click Attendance fee… to expand the section, then tick the Attendance Fee checkbox, and provide Included labour.
If the labour rate is for a callout or attendance, click Attendance fee… to expand the section, then tick the Attendance Fee checkbox, and provide Included labour.
3. Click Save and add pricing.
3. Click Save and add pricing.
4. Provide Unit Price and click Save Product.
4. Provide Unit Price and click Save Product.
Create a price book to set different prices for a single rate.
Available fields on a rate
Required (Name, Type, Cost Price, Labour increment, Attendance Fee, Included labour)
Required (Name, Type, Cost Price, Labour increment, Attendance Fee, Included labour)
Name: internal unless description is not provided.
Type: Labour or Subcontracted.
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.
Labour increment: Minimum amount of labour that should be billed, e.g. round up to 30 minute block.
Attendance Fee: Marking this labour rate as an attendance fee enables this to be added as a service task when creating a callout.
Included labour: Labour time included in this callout fee in minutes.
Optional (Description, Internal note, Starred, Internal ref, Category, Income account code, Expense account code, Unit description, Tracking Category)
Optional (Description, Internal note, Starred, Internal ref, Category, Income account code, Expense account code, Unit description, Tracking Category)
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.
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 Unit Price, then click Save Product.
3. Modify any fields, including Unit Price, then click Save Product.
Recommended steps
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