Page Comparison

Image Added

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.

Image Added

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.

Note
	Image Removed

Managing client rates happens in

six steps:

1. Adding a rate type

2. Creating a

   Rate Type and submitting it to your client;Your client approving your proposed rate types; and

   rate card 

3. Assigning the rate type to the appropriate

   trade

   trades

4. Submitting proposed rates to your client(s)

   .

5. Your client approving or rejecting your proposed rates

6. Resubmitting proposed rates if necessary

Adding Client Rates for a Client

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.

Anchor
addratetype addratetype

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

   .

1. .

Click Add New Rate Type to create a rate type for your trade (General Repairs, for example).
Image Removed

in the overlay Manage Rate Types. Select the checkbox with the rate type to apply to the new card.

Image Added

Panel
bgColor #F9F9F9 titleColor #0e3367 titleBGColor #EAEAEA borderStyle none title ⦿ How to Add Client Rates:	a Rate Type:
Info
On the top of the page, make sure the correct Client is selected for whom to propose your rates. Image Removed 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. Image Added Click Manage Rate Types. Image Added You will see the overlay with the list of existing rate types. Image Added Click Create Rate Type. Image Added In the Edit Rate Type window, enter a rate type name and  and description, as well as the correct correct currency (U.S.D. USD is the default). Image Added 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). Image Removed   (Selecting Standard Labor Rates): There are 3 three roles —  — Supervisor, Technician, and Helper. For each applicable role, enter the below information: Image Added Image Added 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 Emergency Hourly Rate: Enter an hourly rate for emergency calls. Emergency Travel Charge: Enter a flat rate for emergency trip charges. Non-Emergency Hourly Rate: Image Removed Travel charge Enter an hourly rate for non-emergency calls. Non-Emergency Travel Charge: Enter a flat rate for non-emergency trip charges. Travel Charge: Enter a fixed rate for travel. For For  hourly travel hourly rates, use the Travel timeTime field, below. Travel timeTime: Enter an hourly rate for trip charges. Regular timeTime, Over timeTime, and Double timeand Double Time / Holiday: Enter hourly rates for each field, as applicable. (Selecting Responsive Response-Based Labor Rates): Enter flat rates for emergency and  and non-emergency work rates and travel charges , as applicable role : Image Removed Image Added Emergency Hourly Rate:   Enter an hourly rate for emergency calls. Emergency Travel Charge: Enter a flat rate for emergency trip charges. Non - Emergency Hourly Rate:  Enter Enter an hourly rate for non-emergency calls. Non - Emergency Travel Charge:  Enter Enter a flat rate for non-emergency trip charges. Material Markup: Break break down how you mark up parts or materials , in terms of "the maximum cost of the part ($XX) is marked up at Y%. For example:   for parts Parts that cost no more than $200, the mark-up markup is 200%; for parts that cost between $201 and $500, the markup is 105%, and so forth. You may add up to 6 six material markups. Infonote Only add the 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 (. Image Removed ) to decimal comma (,) on monetary amounts, contact your ServiceChannel representative.  Image Added Subcontractor Markup: Similar to Material Markup, indicate your labor and materials percentage markups for when you utilize subcontractors. You can also indicate any  any Overhead and  and Fixed Management Fees , in percentages. Finally, for  for Service Repair Guarantee, enter the  the number of days of the service repair warranty (from the date of successful work order completion). Image Modified Add any additional information Additional Information as needed, and then click click Save. You will see the new rate type under My Rate Types.
Warning
title

Image Removed

Submitting Proposed Client Rates

To reiterate, the rates you have entered are proposed rates. In other words, 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 what is charged matches the proposed rates. Invoices that do not match these rates are flagged in the system.

Editing a Rate Type

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

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.

Panel
bgColor #F9F9F9 titleColor #0e3367 titleBGColor #EAEAEA borderStyle none title ⦿ How to Submit Create a Rate Card
Open the Client Rates	On page.  Once you are on the Client Rates page, under the Rates Assignment to Trades section, click the Propose tab. Image Removed Click 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.   Image Removed          Once all Trades* are outlined in green a button labeled Send for approval will appear.  Image Removed You will receive notification from the client if your rates have been approved or rejected.    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. Image Removed 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. Image Added Click the Create New button to start a new card. Image 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. Image 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. Image Added 3. Assign the Rate Types to the Trades. See Assigning and Submitting Proposed Client Rates for more information.