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The Negotiated Price List template defines the prices for material, rental fees, other charges, and markup %. After completion, the specified provider will be able to select items for an invoice or proposal from this list, and you will see if there are any deviations from the agreed prices.

Screenshot showing the mismatches

Filling in the Negotiated Price List Template

Once you have discussed the price list with your provider and have the negotiated price list feature on, it is time to fill in the template.

Click Download Template.

You will see the Excel file with 3 tabs:

In the Summary tab, you provide general information on price list ID, location ID, providers, and others.
In the Materials tab, you specify material details.
In the Other tab, you specify the rental and other additional fees.

The Summary Tab

In the Summary tab, fill in the fields as in examples below.

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Column

Description

Format

Example

Note

Price List ID

Required*

A unique price list ID. It should not contradict the existing price list that you uploaded before.

Numbers and letters, symbols

PL00651

EL-9471

2475-21

The cell should not be left blank.

You can enter several price list IDs in different rows of the template.

Effective Date

Required*

The date when the price list should go into effect.

YYYY-MM-DD

DD.MM.YYYY

2023-06-01

01.06.2023

Expiration Date

Required*

The date after which the price list will not be valid.

YYYY-MM-DD

DD.MM.YYYY

2024-05-31

31.05.2024

Provider ID

Required*

The ServiceChannel ID of a provider that works at the specified prices.

You can find a provider ID by clicking a provider name in the Provider Assignments tab

of the Location properties.

Numbers

2014916940

You can enter only one provider ID in a row. To enter another provider ID, use another row.

Provider Name

Optional*

The name of the provider who will work at the specified prices.

Numbers and letters

iFixxServices

You can enter only one provider name in the cell of the row. To enter another provider name, use another row.

Region

Optional*

Regions where agreed prices take effect.

Enter the value as defined in the Details tab of the Location properties.

Numbers, letters, symbols

Northeast

Northeast, Midwest, Canada East

You can enter several regions, separating them with commas.

District

Optional*

Districts where agreed prices take effect.

Enter the value as defined in the Details tab of the Location properties.

Numbers, letters, symbols

NYC/LI,
East Jersey

You can enter several districts separating them with commas.

Location ID

Optional*

A unique location identifier specified in the Details tab of the Locations properties.

You can find the list of locations with IDs here

Numbers, letters

021

021,

065

You can enter several Location IDs, separating them with commas.

Location Note Header

Optional*

A parameter that you create and manage in the Admin module > Location Settings.

Numbers and letters

Facility Manager

The location note headers with their values will appear on the selected list(s), under the location address.

Location Note Header Value

Required if the Location Note Header is entered*

A value (usually name) that you enter for the location note header on the location details page.

To get there, click Menu > Locations & Provider Assignments > Location Notes > Location Note Header

Numbers and letters

Sharon Moore

The location note headers with their values will appear on the selected list(s), under the location address.

The Materials Tab

In the Materials tab, fill in the fields as in examples below.

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Column	Description	Format	Example	Note
Price List ID Required*	One of the price list IDs that you specified in the Summary tab.	Numbers and letters, symbols	PL00651 EL-9471 2475-21	The cell should not be left blank. You can enter several price list IDs in different rows of the template.
Part # Required*	A unique reference identifying the material item.	Numbers and letters, symbols	EW-001
Part Name Required*	A specific name of the item.	Numbers and letters, symbols	Electrical Wire
Description Optional*	The item description.	Numbers and letters, symbols	Flexible wire used for electrical connections.
Unit of Measure (UOM) Required*	The unit of measure of the item.	Accepted values: Each Box Feet Sq.ft Lbs Gal Oz	Feet	Enter only the accepted value. Otherwise, an error occurs while uploading the template.
Price Required*	The price per item without currency.	###.##	1,50
Material Markup % Required*	The markup to add to the material price.	Number or “Included” if the price already includes markup.	10 Included

The Other Tab

In the Other tab, fill in the fields as in examples below.

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Column	Description	Format	Example	Note
Price List ID Required*	One of the price list IDs that you specified in the Summary tab.	Numbers and letters, symbols	PL00651 EL-9471 2475-21	The cell should not be left blank. You can enter several price list IDs in different rows of the template.
Type Required*	A charge type.	Accepts types below and all custom types: Agreed Price Discount Management Fee Markup Overhead and Profit Rental Fee Shipping and Handling Subcontractor Cost	Permit Fee
Unit of Measure (UOM) Required*	The unit of measure of the type.	Accepted Values: Hour Each	Each
Price Required*	The price without currency.	###.##	50,00
Description/Comment Optional*	Description of the item.	Numbers and letters, symbols	Cost for obtaining necessary permits

Upload the file in the .xls or .xlsx formats.

You can add as many price lists as possible for different providers.

Viewing The Result of the Negotiated Price List Upload

As soon as you have uploaded your price list in ServiceChannel, the following changes happen:

When completing a line-item invoice for a specified location, you and your provider will be able to select material and other charges from the pre-negotiated list.
If the material or other charges price is higheror lower than the negotiated price, you will see the Warning icon showing a mismatch.

Screenshot showing the pre-negotiated list when completing an invoice

Note

Prompting your provider to enter the reason for the price mismatch is a good idea. The reasons will appear on the Invoice Details page, and you will not have to contact providers to clarify these reasons.

Contact your ServiceChannel manager to enable the feature.

Screenshot showing the mismatch reason

When completing a proposal, you and your provider can select material and other charges from the pre-negotiated list.
You will see invoice discrepancies:
1. When completing a line-item invoice.
2. On the Invoice Details page.
3. Invoice Details on Dashboard.
4. Invoice Details on Mobile.
You will see the new With Agreed Price Mismatch filter that shows invoices with price mismatches.

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Versions Compared

Old Version 1

New Version 2

Key

Filling in the Negotiated Price List Template

The Summary Tab

The Materials Tab

The Other Tab

Viewing The Result of the Negotiated Price List Upload