Page Comparison

Image RemovedImage 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.

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

1. In 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 to create a rate type for your trade (General Repairs, for example).
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4. 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).

5. 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:
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      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.

6. 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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7. 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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8. Add any additional information as needed, and then click Save. You will see the new rate type under My Rate Types.
   

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

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On the top of the page, make sure the correct Client is selected for whom to propose your rates.
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1. On the Client Rates page, under the Rates Assignment to Trades section, click the Propose tab.
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2. Under the Propose tab, click the calendar picker to choose a date when the rates should take effect. Your trades and service types appear. 

3. Select the appropriate client rate(s) for each trade and service type. You can select either a client rate for all service types and regions or multiple client rates for different service types and/or regions.

   Note
   You must select a client rate for all trades and service types.

   1. (One client rate for all service types) Under each trade, click (None) and then select the appropriate client rate. The selected client rate appears with the box highlighted in green. From here, you can send for approval.
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   2. (Multiple client rates for different service types) You can set up client rates at the level of granularity you prefer.
      1. Click the blue arrow next to Service Types to expose additional service levels:
         1. Subcontractor and Self-Performer service types
         2. For each service type, you will see countries, states/provinces (U.S. and Canada), and counties (U.S.), as selected when you assigned trades to regions.
      2. Select the appropriate client rate(s) at the desired regional level(s). A green outline appears outside of each trade box, indicating the rate was selected and saved for that service level.
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      3. When the service type is collapsed, you will see (Multi) in the box, indicating more than one client rate was selected for that trade.
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4. Once all trades and service types have client rates, click Send for approval located above the service types.
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   1. The rates will lock and you cannot make additional edits.
   2. The status changes to Proposed.
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You will receive notification from the client whether your rates have been approved or rejected.