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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 in

• cities and smaller towns can propose different rates based on location.

• A contractor who subcontracts work can propose different rates

than

• for

work that is

• subcontracted and self-performed works. 

Once your client rates are approved, it will have an effect on affect how you invoice. When you submit an invoice, Provider Automation will check the invoice rates against these you enter against the agreed-upon client rates. When there is a differencemismatch, 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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Managing client rates happens in

six steps:

1. Adding a rate type

2. Creating a

   Rate Type

   rate card 

3. Assigning the rate type to the appropriate

   trade(s)

   trades

4. Submitting proposed rates to your client(s)

   ; and

5. Your client approving or rejecting your proposed

   rate types; and

   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.

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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.
   

Click Add New Rate Type to create a rate type for your trade (General Repairs, for example).
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Select the checkbox with the rate type to apply to the new card.

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bgColor #F9F9F9 titleColor #0e3367 titleBGColor #EAEAEA borderStyle none title ⦿ How to Add Client Rates:	a Rate Type:
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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: Image RemovedTravel charge   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: 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 in the overlay Manage Rate Types.
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title Important:

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Assigning Rates Types and Submitting Proposed Client Rates

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 under rate types to allow you to propose rates based on trade, regions, and who performs services.

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.

On the Client Rates page, under the Rates Assignment to Trades section, click the Propose tab.
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Select the appropriate client rate(s) for each trade and service type. You can select either a client rate for all service types and regions or multiple client rates for different service types and/or regions.

(One client rate for all service types) Under each trade, click (None) and then select the appropriate client rate. The selected client rate appears with the box highlighted in green. From here, you can send for approval.
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When the service type is collapsed, you will see (Multi) in the box, indicating more than one client rate was selected for that trade.
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Once all trades and service types have client rates, click Send for approval located above the service types.
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1. The rates will lock and you cannot make additional edits.
2. The status changes to Proposed.
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You will receive notification from the client whether your rates have been approved or rejected.

Reviewing Submitted Rates and Managing Invoices with Rates

When a client takes action on your rates (either approve or reject), you will receive a notification. 

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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.