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title | Go to Info for the US Providers |
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url | https://servicechannel.atlassian.net/wiki/spaces/SCUCP/pages/2372469380/Manage+Clients+and+Client+Requirements |
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The Client Rates section allows you to propose
hourly 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.
These rates are applicable for each client you specify; thereforeYour client must approve these rates before they can take effect in Provider Automation.
With client rates, you can propose different rates for different
clients. Your client must approve these rates before they can take effect in Provider Automation.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
these rates against what you have entered on the invoice. When you enter an invoice rate differs from the rates you enter against the agreed-upon
rate (whether higher or lower), client rates. When there is a mismatch, both you and your client will receive a red
flag warning Image Added on the invoice as a prompt to investigate further.
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| Image Removed | Image AddedYour client may require you to propose client rates as part of being accepted into their
Private Network, as indicated with an exclamation mark next to it.
Adding Managing client rates happens in
three six steps:
Adding a rate type
Creating a
Rate Type and submitting it to your client;Your client approving your proposed rate types; andrate card
Assigning the rate type to the appropriate
tradetrades
Submitting proposed rates to your client(s)
.Your client approving or rejecting your proposed rates
Resubmitting proposed rates if necessary
Adding Client Rates for a Client
There are essentially 4 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.
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title | ⦿ How to Access the Client Rates Section |
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- Click the Clients tab on the top navigation panel. You will see the list of clients.
- Choose the client whose rates you want to see, and click the Continue button.
- Click the Client Rates option from the list on the left.
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Adding a Rate Type
There are essentially four sections to complete when adding a rate type:
Entering a rate type name, description, and currency.
Indicating whether you charge Standard Rates for supervisors/technicians/helpers, or Responsive Rates for emergency/non-emergency calls.
Entering material markups based on material costs.
Entering subcontractor markups on labor and material, as well as any overhead fees and guarantees.
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Throughout the page, you will see blue question marks. Hovering over them provides a description of the field. |
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title | ⦿ How to Add Client Rates: |
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| In the top navigation bar, click Clients and then click the desired client's name.On the left navigation, click Client Rates. The Client Rates page appears.
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Click Add New Rate Type to create a rate type for your trade (General Repairs, for example).
Image RemovedOn the Create Rate type overlay |
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On the top of the page, make sure the correct Client is selected for whom to propose your rates. Image RemovedClick the Create New button. Note |
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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.
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- 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).
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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 RemovedTravel chargeImage Added Image Added Note |
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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.
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- 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 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 RemovedImage 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.
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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 (.) to decimal comma (,) on monetary amounts, contact your ServiceChannel representative. |
Image RemovedImage 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).
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Add any additional information Additional Information as needed, and then click click Save. You will see the new rate type under My in the overlay Manage Rate Types.
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| Select the checkbox with the rate type to apply to the new card. Image Added Note |
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You may edit or delete this rate type as long as your client has not NOT accepted it. |
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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.
- Click Update to bring the new rate type into the action.
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- You will now see that your new rate type has been added under the Rate Type tab.
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You CANNOT apply a new rate type for the cards already submitted by you or approved by the client. |
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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.
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title | ⦿ How to Submit Create a Rate Card |
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- Open the Client Rates
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Once you are on the Client Rates page, under the Rates Assignment to Trades section, click the Propose tab. Image Removed
- Under the Propose tab, click the calendar picker to choose a date when the rates take effect.
- Click the drop-down menu under each trade name to select the rate type you added. Once you click on that rate type, green outline appears on outside of the trade box, indicating the rate was selected and saved for that trade.
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.
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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.
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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. |