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Managing Client Rates

Managing Client Rates

Go to Info for the US Providers

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  on the invoice as a prompt to investigate further.

A red warning showing the invoice mismatch

Your 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

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.

⦿ How to 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 rates

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.

⦿ How to Add a Rate Type:
  1. Click the Create New button.

    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 card

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



  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: