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Assigning Client Rates

Assigning Client Rates

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

You can choose how to assign the rates: 

  • To the trade level 

  • To the performer level (Self-Performer or Subcontractor) 

  • To the country level 

  • To the state level 

  • To the county level 

 

Assigning the rates to different levels
Assigning the rates to different levels

Quick Tips

  • To create a rate card, make sure you’ve added service coverage.

  • Don’t have any rate types yet? Start by adding the rate types first.

  • If you have already assigned client rates for any of your clients, you can copy these assignments to the selected client to save time.

  • Creating a new rate card will clear all previously assigned rates.

  • 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 are no longer required to assign rates to ALL trades, states, and counties. Feel free to submit a rate card partially — only for locations that you want to service, instead of all selected coverage.

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

How to Assign Rate Types to Trades

 

  1. Make sure you’ve selected the correct Client to assign your rates to.

Picture showing the clients
Picture showing the list of clients

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

SA-PA-Client-Rates-Create-New-Rate-Card.png

  1. Confirm that you want to create a new card. Note that all previous rates will be cleared. 

SA-PA-Client-Rates-Create-New-Rate-Card-Comfirm-Action.png

  1. Click the arrow next to the Trade you would like to add the rates to. 

SA-PA-Client-Rates-Create-New-Rate-Card-Expand-Trade.png

  1. Click to expand the section(s). 

SA-PA-Client-Rates-Create-New-Rate-Card-Expand-Self-Performer.png

  1. Choose how to assign the rates: 

    1. To the whole trade 

    2. To the performer level (self-performer/subcontractor) 

    3. To the country level 

    4. To the state level 

    5. To the county level

SA-PA-Client-Rates-Create-New-Rate-Card-Assignment-Levels.png
The screenshot shows 5 different levels for assigning service rates.

  1. (When applicable) Select the checkbox(es) to the left to assign rates to specific states or counties. 

SA-PA-Client-Rates-Create-New-Rate-Card-Checkboxes.png

  1. Next to the desired level, click the Assign Rate dropdown and assign the Rate Type. 

SA-PA-Client-Rates-Create-New-Rate-Card-Assign-Rate-Dropdown.png

  1. Assign the rates to other trades that you service. You don’t have to specify rates for ALL trades, locations, states, or counties. You can complete only those areas that you want to service.

SA-PA-Client-Rates-Create-New-Rate-Card-Progress-Bar.png
While completing the assignment, you can see your progress in the progress bar.

  1. When ready, click Submit.  

SA-PA-Client-Rates-Create-New-Rate-Card-Submit.png

  1. In the overlay that appears, click Submit to confirm that you want to override your current rate card. 

SA-PA-Client-Rates-Create-New-Rate-Card-Submit-Confirm.png

The rate card will be sent to the client for approval. The card status changes to Submitted.  

You can download the service rates to your device by clicking the download icon next to the rate card status. 

SA-PA-Client-Rates-Rate-Card-Status-and-Download-Option.png

What’s Next?

Give your client some time to review and take action on the proposed rates. 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. 

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, refer to Edit and Resubmit Rejected Rates and read what to do in case of rejection. 

Comparing the Rates 

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

image-20260324-125748.png

Click the Compare button to see the details about the changes in comparison to the current card.

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