Client Rates

Company Rates

Rates in Umbrava are a good tool to make sure that your proposals and invoices in the app are consistent in pricing. You can create Rates for your company in the Rates page of the Company Profile. These rates will be used when you are creating line items in proposals or invoices.

Client Rates

Setting a rate specifically for a client will use these rates over the rates that are set for your company when making a proposal or invoice for that client. The clients rates page is accessible through the left side nav bar on the Client Profile.

The Client will be able to accept or reject the rates that you submit to them. Using rates that have been accepted by the client will make sure that the invoice/proposal that is submitted will not have the rate discrepancy indicator.

Uploading Rates

In the Rates page, you can set/view rates. Rates are set based on the Category, Trades, Item, Unit Cost, and Unit of Measurement. You can add new rates by clicking the '+' button next to Rates and inputting the information for the fields mentioned previously.

Once the rate is added, the pencil icon on the left of the rate will allow you to edit the rate and change the line. The more column allows you to Revoke or Deactivate the rate.

A .CSV file can be used to upload multiple rates at once. You can download the template using the icon in the upper right corner of the Upload Rates screen, and enter the information into the template provided. Drop the file into the document uploader, then the rates are entered into the list as expected.

Once rates are uploaded, there is a search bar at the top to help narrow down and find information that you need regarding rates.

Deactivating Client Rates

A client can upload their own rates for you to review. A client submitted rate will automatically be in the accepted status in the Client Profile.

Once accepted, you will be able to revoke the rate. Revoking the rate will set the rate status to Pending and not register as accepted on Proposals and Invoices. 

Deactivating a rate will cause the rate to no longer appear on Proposals and Invoices when inputting lines that meet the criteria, and remove the rate from the Active list, and move it to the Inactive list, which is accessible at the top of the page.