Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Image Removed

ui
Html-
button
macro
color
height
green
100px
size
sanitize
largetitleGo to outside US Companies Infourl
false
<!DOCTYPE html>
<html>
<head>
    <title>Title of the document</title>
    <style>
        /* Center the button both horizontally and vertically */
        body {
            display: flex;
            justify-content: center;
            align-items: center;
            height: 100vh;
            margin: 0;
        }

        /* Add hover styles */
        button:hover {
            background-color: #00BFF0;
        }

        button {
            background-color: #0E48B9;
            /* Remove the border */
            border: none;
            /* Center the text */
            display: flex;
            align-items: center;
            justify-content: center;
            font-family: 'Myriad Pro';
            color: #FFFFFF;
            font-style: normal;
            font-weight: 600;
            font-size: 18px;
            line-height: 22px;
            width: 250px; /* Removed the extra space in '300 px' */
            height: 48px;
            /* Remove box-shadow */
            cursor: pointer;
            border-radius: 10px;
            /* Add hover style */
        }
    </style>
</head>
<body>
    <form action="https://servicechannel.atlassian.net/wiki/spaces/SCUCP/pages/
2424439321
619184342/
Assigning
Managing+Clients+and
+Submitting+Client+Rates
+Client+Requirements" method="get" target="_blank">
        <div>
            <button type="submit">Go to Info for Companies out of US & Canada</button>
        </div>
    </form>
</body>
</html>


The trades and regions appear in your Rate Card automatically, allowing you to propose rates based on trade, regions, and who performs services.

Note

If you don’t have any rate types yet, go to the Adding a Rate Type first.

On the top of the page, make sure you select the correct Client to assign your rates to.

Picture showing the clients

Panel
bgColor#F9F9F9
titleColor#0e3367
titleBGColor#EAEAEA
borderStylenone
title⦿ How to Assign Rate Types to Trades
  1. Click the Create New button to start a New Card.

    Tip

    Tip!  

    If you have already assigned client rates for any of your clients, you can copy these assignments to the selected client to save time on completing the same rate cards for different clients. 

    Screenshot showing the copy from optionImage Added



    Creating a new cardImage Modified

  2. Click the Arrow icon to expand the Trade you would like to add the rates to.

    Expanding the trade section

    You can have multiple rates on a trade in case you need different rates for different states or counties. You can apply rate types to the highest level, and they will populate all areas below.

    You can choose how to assign the rates:

    • To the Trade level and they will populate all areas below
    • To the Performer level (Self-Performer / Subcontractor)
    • To the Country level
    • To the State level
    • To the County level
      The rates on different levels


      Expand
      titleExpand to see an example of how you can assign rates to different levels.

      Assigning the rates to different levels


      On the county level, you can see the
      Compare button. It allows you to check all the changes that occurred with your rates.

      Screenshot showing the compare button
      Click the
      Compare button to see the details about the changes in comparison to the current card.
      Window showing the changes


      You can also use the
      Checkboxes to assign rates to specific states or counties.

      Picture showing the checkboxes

      Expand
      titleExpand to see an example showing how to use the checkboxes

      Using the checkboxes


  3. Finish assigning the rates to the trades.
    While completing the assignment, you can see your progress in the Progress Bar.
    Picture showing the progress bar

    After assigning the rates to the trade, the trade turns into the Completed status.
    Picture showing the assigned rates to the trade

    Note

    In order to submit a rate card, all states and counties must be populated. You must also have rates filled out for all trades in order to submit.

    Picture showing the completed card

    Once all rates have been entered, a pop-up window appears asking if you want to submit your rates to a customer. 

    Picture showing a pop-up window
  4. Click Submit to send the card.

    Note

    You cannot make any changes to the card once you have submitted it.

    If further editing is needed, you can click Cancel and then submit from the main page later.

    Picture showing the Cancel button


    Warning
    titleImportant

    You also can choose to discard the entire rate card and start from scratch if needed. This will completely delete your rate card, so be careful!

    Otherwise, once you click the Submit button, the rate card will be sent to the client for approval. The Card status changes to Submitted

    Picture showing a submitted card

Now you should wait for the client’s decision. Clients have the ability to accept or reject the rates partially by Trades, Countries, States, and Counties.

The rates you have entered are proposed rates. 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 the charged amount matches the proposed rates. Invoices that do not match these rates are flagged in the system. 

If a client approves or rejects your rates, you will receive a notification.

Picture showing the notification

If the invoice amount does not match the rates approved by the client, you will receive a warning in Provider Automation before you proceed. 

Once your card is approved, the card changes to the Current status and replaces the old one. 

To learn more about rejections, please, refer to Editing Edit and Resubmitting Resubmit Rejected Rates to read what to do in case of rejection. 

Live Search
spaceKeySCUCP
additionalnone
placeholderSearch our Knowledge Base
typepage

Panel
titleColor#ffffff
titleBGColor#5fa7d0
borderStylegroove
titleIn this Article

Table of Contents
maxLevel3
minLevel2
indent20px

Panel
titleColorwhite
titleBGColor#75a346
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max8
showSpacefalse
sorttitle
cqllabel in ( "clientrates" , "managingclients" ) and space = currentSpace ( )