Standard and custom labour rates
We would like to request the ability to be able to set labour rates per job type or customer. One rate should be set as the standard rate that is applied to all customers, unless it is changed for a specific customer.
In setting up our new shop, we have added each rate as a different product in the inventory, with a note field added to each customer record to show their current rate. Our account is new and we have not yet done any invoicing in the system, so I am not sure how this is going to work when it comes time to produce the invoices.
We have a number of business clients that have, by previous agreement, a labour rate that is different than the standard rate. As an example, an Educational client or Government client would have a discounted rate from the standard.
It would be much easier if we could set a standard labour rate, in the General Settings area (for example), and then have a separate field in the Customer Record area to record their rate if it is different. One option would be to enter a dollar amount for the rate, another would be to enter a discount amount from the standard.
The discount option, though, does not make room for higher rates to be applied. As an example, an emergency out-of-hours rate that would attract a higher price than the standard.
This is live!
We implemented this through contracts.
Now you can setup a contract for a customer, and set the override price for any products you want.
Now when those products are invoiced to that customer, the override price will be used.
It works with all products, labor, physical goods, etc.
Let us know how it works for you!
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Clayton Wade commented
Instead of making it a necessity to setup a contract just to select the default labor rate could it be added to the basic customer profile settings just like the default tax rate setting? It would be a bit of a pain to have to setup a contract for every single customer you would like to set a default labor rate for. Any way to add this feature @Troy?
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Matthew commented
The only thing that I am missing from this is that we give our non-profits a standard 35% discount. I don't want to just make their contract price that lower rate, but I would like to have it reflect the discount on their invoice automatically. I have tried bundling a discount with the original labor, but unfortunately you cannot add discounts to a bundle. Any way around this @Troy?
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Tech-UT commented
The contract overrides are much better. But I would love to see options (logic) like this:
Technician clicks to add their time to a ticket, then select what they are doing. Based on the settings the rates are calculated such as:
Engineer work: $150 (may not be available to certain techs)
Tech work: $100
After Hrs 1.5x multipler
Onsite: 1.10x multiplier
Certain Work Types may not be covered by that clients contract. (moves and changes)
This also provides for more reporting options and allows us to bill higher rates more easily. Our techs are always forgetting that we charge more for Server Admin work.So the tech simply selects what they are doing, and the system charges correctly based on those selections. That gives a ton of scenarios, and the tech doesn't need to be the one to decide what the billing rates are.
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@paul - selecting a labor rate is already there in the "View Log" popup, that is where charges can happen if you want to "pick a rate" - the default rates will come soon, and we'll work that into the "charge now" checkbox probably shortly after
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Paul Schwegler commented
When entering in a note and charging time, there should be a pop-up that asks what labor item we would like applied to this entry. So I could choose one of many pre-defined inventory labor rates.
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Spencer Pous commented
+1 for MSP feature
I would like to setup multiple rates per each client. This way when billing I don't have to pull out there contract to see what we charge them per hour per their contract.
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Spencer Pous commented
+1 for MSP on the ability of custom labor rates per customer's contract
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Paul Schwegler commented
I am posting on all of the threads involving this request because it is SO important that the client get billed the right rate automatically. We try to go back and edit after the fact, but we're going to miss one, then Its going to go out on an automatic invoice and I'm going to have egg on my face when I try to explain this to my client.
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Paul Schwegler commented
I would like to be able to set a default labor rate on a client by client basis. Something that is set in the client's profile. I know you added something to toggl, but we don't use that becasue we rarely know when to start a timer, and we usually have to go back retroactively to add time.
This is especially important with fully managed clients becasue we need to track time spent, but effectively have an hourly rate of 0. I try to remember to go through each time and change the rate to 0, but if I forget one and it goes out with the automated invoice, I'm going to have a very upset customer on my hands.
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Jason Christensen commented
Whilst this is maybe a separate issue, the following certainly would need to be taken into consideration.
We have found that using the prepaid hours doesn't discriminate against the hours bought and the hours being used. Example: We have a workshop rate (say $50 p/h) and an onsite labour rate (say $100 p/h). Say a customer buys 20 prepaid workshop hours ($1,000). If they have an onsite booking that goes for 2 hours (usually worth $200) we can not charge them for this time as it is deducted from the prepaid hours. Furthermore the time that is deducted is only 2 hours when this should be the equivalent value of 4 hours at the workshop rate. Is anybody else having these issues and do you have a suggestion for a workaround?
I believe I have setup the prepaid hours correctly, but perhaps I haven't and I'm just missing something.
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We merged requests recently -- but let us know if there are others that can be combined.
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Curtis N Christine Quinn commented
This has been mentioned many times and in many threads. Markus has already pointed out, there are at least two other threads that are requesting the same or equivalent features.
Believe me, I want this as mush as the next person. Very much. The best way to do that is to move these comments and votes to an already established thread. -
Markus commented
This is very similar to http://feedback.repairshopr.com/forums/165658-general/suggestions/9588306-add-ability-to-set-default-labour-rates and http://feedback.repairshopr.com/forums/165658-general/suggestions/10467729-standard-and-custom-labour-rates
Maybe accumulate the votes on this one ;) Looks like a lot of people are looking for this :) -
Markus commented
this is the same as http://feedback.repairshopr.com/forums/165658-general/suggestions/9588306-add-ability-to-set-default-labour-rates
Maybe RS could merge those requests and build it ;) -
Diane commented
Agreed. We have clients in various fields of business, with a different rate per category (Government, Educational, Commercial Agreement, Standard, Emergency, etc). It would be great if we could assign each customer a default labor rate that goes through into invoicing.
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Lee Sargeant commented
It would be more than helpful if there was the ability to set a default labour rate on a per ticket and per customer basis.
For example, we have a contract customer than gain all remote support labour inclusive of their monthly contract fee but we need the ability to track all time spent and when their monthly invoice is issued it will list the problems we have dealt with so they know they are getting a value added service with a level of reporting.
However, the customer could ask us to carry out labour which is out of the cope of their contract meaning that we need to ensure that we do charge them the correct labour rate.
So ideally in this scenario, we could set the default labour rate for the customer to be "Inclusive labour" so be default all tickets will default to this rate but then if an out of scope labour ticket is requested, we could over ride the default setting on the ticket rather than having to edit each time tracking entry manually.
This would also reduce the level of human error involved.
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Markus commented
totally agree. maybe allow on the customer details page to set a default rate for a customer and have a default "fall back rate" in the general ticket settings.
This would greatly reduce invoicing (check) time. -
Dan Joyce commented
It would be great to categorize customers who get different labor rates and have those rates apply by default. Setting a default labor rate for tickets is nice, but I constantly have to change the labor rate. Even a default labor rate for a ticket might be helpful.
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Dean commented
The Ticket Timer Log lets you select "Rate" when you add in time. How ever it is FAR more convenient to add time in to a ticket using the comment section. Unfortunately this doesn't allow you to select the "Rate", so on an invoice for remote work or field jobs, it will still come up as a workshop repair (our default).
Our rates are the same at the moment, so its not affecting us too much, but we plan to have a different rate for each soon.