Client Rates

Rates in Umbrava are used to make sure that your proposals and invoices have consistent pricing. You can standardize your proposal and invoicing process by using rates when creating your line items.

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.

You can use a .csv file to upload multiple rates at the same time. 

1. Click on the 3 dot menu in the top right of the rates page.
2. Select 'Upload CSV'.
3. Click 'Template File' to download the template to upload the rates.
4. Open the downloaded template and fill in the rates.
   1. Do not add a $ to your rate. This will cause an error.
5. Drag the updated file into the the document uploader.
6. Verify the information and select 'Save'.

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

You can re-use the .csv that you create to upload the same rates for each of your clients.

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.