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The Client Rates section allows you to propose hourly charges for standard labor rates (charges for supervisors, technicians, and helpers) or responsive labor rates (hourly charges for emergency versus non-emergency calls), along with material markups, subcontractor markups, and service repair guarantees. These rates are applicable for each client you specify; therefore, you can propose different rates for different clients. Your client must approve these rates before they can take effect in Provider Automation.

When you submit an invoice, Provider Automation will check these rates against what you have entered on the invoice. When you enter an invoice rate differs from the agreed-upon rate (whether higher or lower), your client will receive a red flag on the invoice to investigate further. 

Note


Image AddedYour client may require you to propose client rates as part of being accepted into their Private Network, as indicated with an exclamation mark next to it.


Adding client rates happens in three steps:

  1. Creating a Rate Type and submitting it to your client;
  2. Your client approving your proposed rate types; and
  3. Assigning the rate type to the appropriate trade(s).
Info
Should you need help with your rates, please contact contractorsupport@servicechannel.com

Adding Client Rates for a Client

There are essentially 4 sections to complete when adding a rate type:

  1. Entering a rate type name, description, and currency.
  2. Indicating whether you charge Standard Rates for supervisors/technicians/helpers, or Responsive Rates for emergency/non-emergency calls.
  3. Entering material markups based on material costs.
  4. Entering subcontractor markups on labor and material, as well as any overhead fees and guarantees.
Tip

Throughout the page, you will see blue question marks. Hovering over them provides a description of the field.


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title⦿ How to Add Client Rates:
  1. To begin, click on theIn the top navigation bar, click Clients and then click the desired client's name.

  2. On the left navigation, click Client Rates. The Client Rates page appears.
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  3. Click Add New Rate Type button and to create a rate type for your trade (GENERAL REPAIRSGeneral Repairs, for example).
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  4. You are required to add a name (CLIENT NAME HERE, GENERAL REPAIRS RATES, for example) and you can enter your specific rating for this trade. Once the appropriate information has been entered in regards to this trade, click Save rates3.jpgImage Removed                          
  5. Hovering your cursor over a ? question mark icon will provide a description for the field
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  6. Now that you have specified pricing for your services, click the drop-down menu under Client and choose the client you are assigning the pricing to.
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  7. Once you have chosen the client, click the Propose tab under the My Rate Types section and click Propose.
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  8.                      
    Click on the drop Image Added

  9. On the Create Rate type overlay, enter a rate type name and description, as well as the correct currency (U.S.D. is the default).

  10. Indicate whether you are entering Standard Labor Rates (charges for supervisors, technicians, and helpers) or Responsive Based Labor Rates (hourly charges for emergency versus non-emergency calls), and (if applicable) select a Minimum Labor Charge (in Hours).
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    1.  (Selecting Standard Labor Rates): There are 3 roles — Supervisor, Technician, and Helper. For each applicable role, enter the below information:
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      1. Travel charge: Enter a fixed rate for travel. For travel hourly rates, use the Travel time field, below.
      2. Travel time: Enter an hourly rate for trip charges.
      3. Regular time, Over time, and Double time: Enter hourly rates for each field, as applicable.
    2. (Selecting Responsive Based Labor Rates): Enter flat rates for emergency and non-emergency work rates and travel charges, as applicable role:
      Image Added
      1. Emergency Hourly Rate: Enter an hourly rate for emergency calls.
      2. Emergency Travel Charge: Enter a flat rate for emergency trip charges.
      3. Non - Emergency Hourly Rate: Enter an hourly rate for non-emergency calls.
      4. Non - Emergency Travel Charge: Enter a flat rate for non-emergency trip charges.

  11. Material Markup: Break down how you mark up parts or materials, in terms of "the maximum cost of the part ($X) is marked up at Y%. For example: for parts that cost no more than $200, the mark-up is 200%; for parts that cost between $201 and $500, the markup is 105%, and so forth. You may add up to 6 material markups.

    Info

    Only add the amounts and percentages as numbers. Do not append currency or percentage symbols, as these symbols are not valid in these fields.

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  12. Subcontractor Markup: Similar to Material Markup, indicate your labor and materials percentage markups for when you utilize subcontractors. You can also indicate any Overhead and Fixed Management Fees, in percentages. Finally, for Service Repair Guarantee, enter the number of days of the service repair warranty (from the date of successful work order completion).
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  13. Add any additional information as needed, and then click Save. You will see the new rate type under My Rate Types.

    Warning
    titleImportant:

    You may edit or delete this rate type as long as your client has not accepted it.

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Submitting Proposed Client Rates

To reiterate, the rates you have entered are proposed rates. In other words, your client has to approve these rates before they can take effect in Provider Automation. Once the rates are approved, all submitted invoices will be checked against these rates to make sure what is charged matches the proposed rates. Invoices that do not match these rates are flagged in the system.

Info

On the top of the page, make sure the correct Client is selected for whom to propose your rates.
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title⦿ How to Submit Client Rates:
  1. On the Client Rates page, under the Rates Assignment to Trades section, click the Propose tab.
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  1. Click the drop-down menu under your trade name and you will see the rate type you added. Once you click on that rate type, it will be added to the trade and a green outline will appear on outside of the trade box and the information will be saved. 
     rate6.jpg         
  2. Once all Trades* are outlined in green a button labeled Send for approval will appear. 
    rate7.jpg
  3. You will receive notification from the client if your rates have been approved or rejected.   


Note

Note: Should you have a trade listed for a rate is not being proposed to your client, create a rate listed as None, N/A, or Not Applicable (for example) as ALL trades must have an assigned rate to all for the Send for approval button to populate.

rate8.jpg

Should you need help with your rates, please contact support@fixxbook.com



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