Training FAQ
FAQ Detail
Review the full answer below, then return to the searchable FAQ list.
How do I set, change, and manage contract rates?
Work Orders and quotes having various rate fields set in the WO/QO Fees tab.
Upon creation of a QO/WO, the system populates the fields in the Fees tab with the values specified in the associated contract's Fee tab.
Creating Contracts
When a contract is created, the system will default the Fees to zero (or one for markups). If you wish for the system to default to more realistic values, you must setup a Rate Template.
An existing contract can act as a Rate Template if the Rates Template checkbox under the contract Fees tab is checked. After that, all future created contracts of the Template contract's same type (Service, Maintenance, etc) and service (HVAC, Plumbing, etc) and Credit Approval setting will have their rates default to the Template's fees.
Only one contract Template per type/service/credit approval combination is permitted.
Bulk Rate Changes
The system permits changing the rates of all contracts of a particular type/service/credit approval combination in one sweep. Locked Rate contracts are excluded.
To change the rates of all contracts of a particular type/service/credit approval combination in one sweep do the following:
Note that all rates/markups on the contract Fees tab apply when doing bulk changes and setting contracts as Rate Templates.
Locking Rates (Custom Rates)
To exclude contracts from being changed by a sweeping bulk rate change request, lock the rates by checking the Lock Rates checkbox.
Contracts with locked rates are reserved for manual rate adjustments.
Searching
As always, you may search for contracts via the Search Contracts menu.
You may search for contracts via the Admin screen Contract Rates Search option. This displays all the rates and permits sorting on all these rates.
On both search screens, you may search for contracts that have their rates locked, and for contracts that are set to act as Rate Templates.
Change Maintenance Profile Fees
Go to the Admin screen and access the Change Maintenance Profile Fees option.
This option permits increasing fees on all profiles associated with active unlocked contracts.
The Profiles Search screen displays the fee for each profile.
Security
Only users who are members of a User Group that has Edit Contracts permission can do the actions listed above.
Using the Lock Rates, Rates Template, Set All Rates checkboxs is logged in the contract's History tab. You can also find these logged changes via Search/History.
It is recommended that rate change trials are performed first in Testing before doing so in Live.
Only Profiles of Unlocked Active maintenance contracts are changed. The status of the Profile does not matter.
Upon creation of a QO/WO, the system populates the fields in the Fees tab with the values specified in the associated contract's Fee tab.
Creating Contracts
When a contract is created, the system will default the Fees to zero (or one for markups). If you wish for the system to default to more realistic values, you must setup a Rate Template.
An existing contract can act as a Rate Template if the Rates Template checkbox under the contract Fees tab is checked. After that, all future created contracts of the Template contract's same type (Service, Maintenance, etc) and service (HVAC, Plumbing, etc) and Credit Approval setting will have their rates default to the Template's fees.
Only one contract Template per type/service/credit approval combination is permitted.
Bulk Rate Changes
The system permits changing the rates of all contracts of a particular type/service/credit approval combination in one sweep. Locked Rate contracts are excluded.
To change the rates of all contracts of a particular type/service/credit approval combination in one sweep do the following:
- Change and save the rates on any contract of the same type/service/credit approval.
- Check the Set All Rated checkbox and read the warning.
- Press Save.
Note that all rates/markups on the contract Fees tab apply when doing bulk changes and setting contracts as Rate Templates.
Locking Rates (Custom Rates)
To exclude contracts from being changed by a sweeping bulk rate change request, lock the rates by checking the Lock Rates checkbox.
Contracts with locked rates are reserved for manual rate adjustments.
Searching
As always, you may search for contracts via the Search Contracts menu.
You may search for contracts via the Admin screen Contract Rates Search option. This displays all the rates and permits sorting on all these rates.
On both search screens, you may search for contracts that have their rates locked, and for contracts that are set to act as Rate Templates.
Change Maintenance Profile Fees
Go to the Admin screen and access the Change Maintenance Profile Fees option.
This option permits increasing fees on all profiles associated with active unlocked contracts.
The Profiles Search screen displays the fee for each profile.
Security
Only users who are members of a User Group that has Edit Contracts permission can do the actions listed above.
Using the Lock Rates, Rates Template, Set All Rates checkboxs is logged in the contract's History tab. You can also find these logged changes via Search/History.
It is recommended that rate change trials are performed first in Testing before doing so in Live.
Only Profiles of Unlocked Active maintenance contracts are changed. The status of the Profile does not matter.