Client Rates

What are Rates?

The Rates page is accessible through the left side nav bar on the Client Profile. Rates create a cost that will default in proposals and invoices, when the criteria set in the rates are met.

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 mass upload rates to a client profile. You can download the template using the icon in the upper right corner of the Upload Rates modal, and input the information into the template provided. Drop the file into the document uploader, and if properly filled out, then the rates will appear and populate 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.