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A service provider can offer proposed rates for each trade serviced. You can use this information, in combination with the quality of services offered by the provider, to help determine the provider’s ranking. By doing so, you can identify a reliable pool of service providers per trade. This helps you assign work orders to the best available service providers.

Within each provider’s profile, you can manage the proposed rates.

Approving Proposed Rates

Once providers have submitted their service rates, you can approve them partially.

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title	⦿ How to Approve Proposed Rates

In the desired service provider’s profile, click the Clients tab at the top of the page.
Click Client Rates in the left navigation panel.

In the screenshot below, you can see the Current rate card or a New Proposed rate card from the provider with the Not Reviewed status. You can approve ONLY Not Reviewed cards.
Expand the Trades to accept Rates at the Country, State, and County levels. You can now review rates on a line-item basis.

You can also compare the proposed rates with the old rates. To compare the rates, click the Compare button.
To approve the rates, click Accept.
You can use the Checkboxes to select certain states or counties that you would like to approve or reject. Additionally, you can multi-select several states or counties at the same time and approve only those selected.

Once you have started to accept or reject rates, you can see your current Progress at the top of the trade section.

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title Expand to see an example of how you can approve the rates
While scrolling through the line items to the County level, you will see a blue checkmark for the approved rates.
Note
At any point BEFORE submitting the rates to the provider, you can change your previous selection.
Click the Yes button to submit the card.

Note
Unless the entire trade was accepted, the trade will show as REJECTED.
The rate card status now becomes Approved.
The provider gets an email and a message in their Provider Automation account informing them that the rates they submitted were approved.