Step by step
- Open the firm and click the Details & portal logins tab. Rates charged to this client only shows when A firm that sends us work is ticked.
- Enter Call-out / first visit (£) and choose what it includes in Call-out includes labour (No labour, First 30 min, First hour, First 1h 30, First 2 hours).
- Tick Call-out includes travel and mileage if travel is not charged on top.
- Enter Then labour per hour (£) and choose Charged per started (15 minutes, 30 minutes, Hour or Minute (exact)).
- Optionally set Minimum labour (min).
- If travel is charged separately, choose Travel charged as (Time and mileage, Time only, Mileage only or Not charged) and fill in Travel per hour (£) and Per mile (£).
- Check the Example: line, then press Save.
The worked example
Under the rates you see what a typical visit would cost: 1h 40 on site, 45 min travel and 20 miles, ex VAT. It updates as you type, so you can check the numbers match your agreement before saving. Parts are added on top.
Empty fields
Firm default (or an empty box) uses the default from Administration › Settings › Service defaults.
Old jobs
Jobs keep the rates from when they were logged. To change the rates on one job, do it on the job page.
Ideas to try
- Agree a call-out that includes the first hour and travel with each client: one simple price makes invoicing and disputes much easier.
Works together with
- Add a firm that sends us workSet up a dealer or service company that sends you jobs, with the rates you charge them, so every job for them is priced correctly.
- Standard rates and SLAYour standard call-out, labour, travel and mileage charges, how labour is rounded, delivery access charges, the cost limit, the callback window, and the response time (SLA) with your working hours.
- Cost limit without approvalThe most a job may cost (ex VAT) before you need the customer's or client's OK to invoice it.
- The job pageEverything about one job in one place: customer and machine, fault and work done, time, parts, readings, files, history, dispatch, charges, job sheet and the buttons to close, send back, reopen or invoice.