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titleGo to Info for the US Providers
urlhttps://servicechannel.atlassian.net/wiki/spaces/SCUCP/pages/2372469380/Manage+Clients+and+Client+Requirements

The Client Rates section allows you to propose 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. Your client must approve these rates before they can take effect in Provider Automation.

With client rates, you can propose different rates for different regions, trades, or types of work. For example:

  • A contractor who performs both landscaping and snow removal work can propose different rates for each trade.

  • A contractor who performs work in both major cities and smaller towns can propose different rates based on location.

  • A contractor who subcontracts work can propose different rates for subcontracted and self-performed works. 

Once your client rates are approved, it will affect how you invoice. When you submit an invoice, Provider Automation will check the rates you enter against the agreed-upon client rates. When there is a mismatch, both you and your client will receive a red warning Image Added on the invoice as a prompt to investigate further.

A red warning showing the invoice mismatchImage Added

Note

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

Managing client rates happens in six steps:

  1. Adding a rate type

  2. Creating a rate card 

  3. Assigning the rate type to the appropriate trades

  4. Submitting proposed rates to your client(s)

  5. Your client approving or rejecting your proposed rates

  6. Resubmitting proposed rates if necessary

Info

Should you need help with your rates, please contact contractorsupport@servicechannel.com

Accessing the Client Rates Section

The Client Rates section gives you the ability to assign rates across multiple regions in a flexible manner and to edit and resubmit the rejected portion instead of entering the entire card again.

To begin, click on the Add New Rate Type button and create a rate type for your trade (GENERAL REPAIRS, for example).
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  • 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                          
  • Hovering your cursor over a ? question mark icon will provide a description for the field
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  • 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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  • Once you have chosen the client, click the Propose tab under the My Rate Types section and click Propose.
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  •                      
    Click on 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. 
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  • Once all Trades* are outlined in green a button labeled Send for approval will appear. 
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    • You will receive notification from the client if your rates have been approved or rejected.   
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    title⦿ How to Add Client Rates:
    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.

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    Should you need help with your rates, please contact support@fixxbook.com
    Access the Client Rates Section
    1. Click the Clients tab on the top navigation panel. You will see the list of clients.
    2. Choose the client whose rates you want to see, and click the Continue button.
    3. Click the Client Rates option from the list on the left.

      Accessing the client ratesImage Added

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    Adding a Rate Type

    There are essentially four 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.

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    title⦿ How to Add a Rate Type:

    1. Click the Create New button.

      Note

      You cannot apply a new rate type to an existing rate card. Please, create a new rate card to apply your new rate type.

      Creating a new cardImage Added

    2. Click Manage Rate Types.
      Managing rate typesImage Added
      You will see the overlay with the list of existing rate types.
      Window showing existing rate typesImage Added
    3. Click Create Rate Type.
      Creating a rate typeImage Added
    4. In the Edit Rate Type window, enter a rate type name and description, as well as the correct currency (USD is the default).

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    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).

      1.   (Selecting Standard Labor Rates): There are three roles — Supervisor, Technician, and Helper. For each applicable role, enter the below information:

        Selecting standard labor ratesImage Added
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        Note

        Please, contact your ServiceChannel representative should you need to change the decimal point (.) to decimal comma (,) on non-monetary amounts, such as: 

        • Hours and Duration 
        • Quantity Amounts 
        • Weight. 

        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.
        5. Travel Charge: Enter a fixed rate for travel. For  hourly travel rates, use the Travel Time field.
        6. Travel Time: Enter an hourly rate for trip charges.
        7. Regular Time, Over Time, and Double Time / Holiday: Enter hourly rates for each field, as applicable.

      2. (Selecting Response-Based Labor Rates): Enter flat rates for emergency and non-emergency work rates and travel charges:

        Selecting Response-Based Labor RatesImage 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.

    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 markup is 200%; for parts that cost between $201 and $500, the markup is 105%, and so forth. You may add up to six material markups.

      Note

      Enter amounts and percentages as numbers only. Do not append currency or percentage symbols, as these symbols are not valid in these fields. Should you need to change the decimal point (.) to decimal comma (,) on monetary amounts, contact your ServiceChannel representative. 


      Screenshot showing the material markupImage Added

    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).

      Subcontractor markupImage Added

    8. Add any Additional Information as needed, and then click Save. You will see the new rate type in the overlay Manage Rate Types. Select the checkbox with the rate type to apply to the new card.

      Select the checkbox with the rate typeImage Added

      Note

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


    9. Click Update to bring the new rate type into the action.

      Clicking updateImage Added
    10. You will now see that your new rate type has been added under the Rate Type tab.

      A new rate type addedImage Added


      Note

      You CANNOT apply a new rate type for the cards already submitted by you or approved by the client.


    Editing a Rate Type

    You may modify labor rates, material and subcontractor markup for the selected rate type using the Edit option.

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    title⦿ How to Edit a Rate Type
    1. Click Manage Rate Types.
      Clicking Manage rate typeImage Added
      You will see the overlay with the Rate Types list.
      Rate types listImage Added
    2. Navigate to the chosen rate type, and click the Pencil icon to change the information on the rate type.
      Navigating to the chosen rate typeImage Added
    3. Change the necessary information in the Edit Rate Type overlay.
      Edit rate type windowImage Added
    4. Click Save.
      Once you save the information, you will see the overlay proposing to update the rate type.
      Updating the rate type Image Added
    5. Click Update. Confirm that you want to update the information.
    6. Click Compare to see the changes. 
      Comparing the changesImage AddedYou will see the changes highlighted in yellow. Window showing the changesImage Added
    7. Click Update when finished or Back to go back.
    8. Once you are sure you agree with the changes, select the Rate Type checkbox, and click the Update button.
      Updating the rate typeImage Added

    9. To continue, click the Update button. The changes will apply to the chosen rate card if not submitted or approved yet.

      Note
      title

      You CANNOT apply the edited rate type for the cards already submitted by you or approved by the client.


    Creating a Rate Card

    You can have only one active rate card for one client. When creating a new card, keep in mind that once the new card is approved by the client, it will replace the existing card.

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    title⦿ How to Create a Rate Card
    1. Open the Client Rates page. 
      Once you are on the Client Rates page, you see your current rate card (if there is one) and have the ability to create a new one to send to a client for approval.
      Picture showing the current cardImage Added

    2. Click the Create New button to start a new card.

      Starting a new cardImage Added

      Note

      While setting up your profile, you also chose the Trades and Regions you service, whether through self-performing or subcontracting. These trades and regions appear in your Rate Card automatically, allowing you to propose rates based on trade, regions, and who performs services.

      Picture showing the tradesImage AddedThe new Rate Card page opens.

    1. The Card Status changes automatically after you start filling out the information. For example, when creating a card, you have the Not Started status. On assigning the rate types, it changes to In Progress.

    2. Effective as of Date is filled in with the date that you want this rate to start. You can start it no earlier than tomorrow. 

    3. The Progress Bar shows how many rates are assigned and how many of them are left unassigned.

    4. The Current Trades that are assigned to you as a provider. They are automatically applied from those selected in the profile before. 

    5. The Manage Rate Types button allows you to create, edit, and update the rate types and choose the rates you want to connect to this specific card.

    6. The History tab shows all the actions taken on a card.

    7. The Submit button will be available after assigning rate types to all the trades on a card.
    8. The Discard button will delete this card without any savings.
    Picture showing the details about the cardImage Added

    3. Assign the Rate Types to the Trades. See Assigning and Submitting Proposed Client Rates for more information.


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