In this article you will see how to set the base rates of your organisation so as to automatically supply the values on the jobs that are In Progress or Completed status.
The values that you specify under the Default Rates section is a combination of Default Charges and Default Costs.
The Default Charges is the basic amount a customer pays to you for the hours your team has worked on-site including the travel to the site. It is calculated per technician assigned to the job.
The Default Cost is the amount you pay as an organisation towards your workforce.
In this article, you will see how to:
Accessing the Cost and Charge Rates
STEP 1 Your company's default costs and charges can be set at Settings -> Admin Settings -> Rates.
Defining the Labour Charges
The default labour charges only account for the charges related to the labour hours (combination of On site time + travel) under different operating hours such as business hours, after hours and holidays.
The amount specified here is referenced when a job is created for a customer and the customer is to be charged in one of the preferred charging models, such as only for tasks, or only the labour hours, or for all tasks as well as the number of labour hours. If the model involves labour hours, then these charges are useful in automatically determining the payment per technician per hour basis.
STEP 2 Define the default charges to be applied for the travel time and time dedicated on-site.
You can set up three types of charges, each corresponding to different types of working hours.
Once the charges are entered, save the changes.
These charges only account for the labour hours dedicated towards a job per assigned person.
An example of how the Default Rates automatically apply to the added work logs, and are shown under Unit Charge and Charge in the job inspector, see the example below:
While the default rates save you the time of entering the basic charges every time, you can edit them whenever the charges in real-time differ.
Defining the Default Costs
The Default Cost is the amount being paid out to your workforce and calculated per hour per assignee. You can view the cost figures in the Job Inspector alongside the charges, but the costs as such do not contribute to any line item in Invoices. The cost figures are means to compare and analyse the profit you're making against the charges earned from labour hours.
STEP 3 Define the base cost of your workforce to be calculated per hour basis for each person for regular business hours and overtimes or holidays.
You can view the costs on the job inspector in addition to the charges (as was shown above) by selecting the Cost and Unit Cost fields in the display filter.
NOTE: Other figures involved in completing tasks must be defined in the respective Task Template located under Settings ->Task Library, and similarly, the costs for materials or parts of your company's Inventory must be specified in Settings -> Inventory Library.
Both the Task Library and the Inventory Library are available on the Professional and Enterprise editions.
Any additional costs can be directly filled up when completing jobs in the job inspector under Work logs -> Expenses.