Rate Modifiers allow you to apply changes to jobs on the fly, or add services to quotes - whether you need to adjust the Allowed Hours, Rate, or add services a rate modifier can help!
Please Note: When adding a rate modification after a job has been invoiced - you'll need to adjust the invoice in your QBO account, and make sure to collect the additional payment you are owed via your credit card processor, check or cash.
Accessing Rate Modifiers
Adding a Rate Modifier can be done by accessing the job from the Customer Profile , Home Level, or Job schedule. Double Clicking on the job will pull open the Job Window seen below.
Once inside a Job, below the bill rate section - you will see the below "Modify Rates" button
Clicking the Modify rates button pulls up the "Job Rates" page in which you can then click "Create" to apply or pull up the rate modification window
- You can also add a rate modifier to a job through the home level of that job under the "Rate Log" tab seen below
Once inside the Rate Log tab, scrolling to the bottom of the page will allow you to access the Rate Modifications and "Create"
There are multiple options to choose from when adding rate modifiers, some are preset and others are made on the spot. You can even set rate modifiers to be recurring and end on specific dates
- Extra/ Discount Rate Modifiers are preset rate modifications that are managed through the Company Tab > Quoting and Scopes > Scope Of Work > Inside the scope of work for the job you are viewing, you can add or manage frequently used addons or discounts
- Extra is managed under Rate Modifications tab, and Discount is managed under Discounts tab
- These are common rate modifiers that can be added on to quotes through the quoting tool, or easily to jobs as single or recurring rate modifiers
- The Rooms tab, allows easy access to add rooms to a job, or jobs if the scope of work is quoted by Room
The Custom rate modifiers are for Rate Modifiers that are Specific to a job that you don't want to be attached to the quoting tool or accessible through "Extra".
- Frequency - When creating a "custom rate modifier" you can select if the rate modifier is going to be only applied to one job, every job, or an end date can be set so it will only effect X amount of jobs based on the window set. (See "Recurring" section for more info on creating recurring rate modifiers)
- Name - You can give the rate modifier any name you would like. This name is how the rate modifier will display on the "Job Rates Window" seen above
- Amount - This will be the amount the customer will be charged. For a Custom Discount including a negative sign (-) In front of the number will make the customer rate modifier a discount instead of an increase *** There must be a number in this section, so if you're just applying time, 0 will work
- Minutes - This section will be the amount of time that is applied to the Total Labor hours of the job *** There must be a number in this section if you are just applying a $ amount, 0 will work
- Include in Technician Payout - This section will determine if the rate modifier will effect the Technicians Pay - For EX: If you take off 60 minutes of a job and include in the technician pay is checked, the allowed hours that your employee gets paid will be reduced by 60 *** Please note this section does not do anything to effect the pay of an Hourly employee
- Recurring rate modifiers allow you to set a permanent rate modifier on a scope of work, or specific windows or time ranges on a rate modifier
- Recurring Rate Modifiers are best setup under the Home Level > Rate Log tab (See "Accessing Rate Modifiers" at the top of the article)
- When setting up a recurring rate modifier you can choose from the Extra/Discount section or create a custom (as seen below
- If you want a recurring rate modifier that does not stop, leaving the End Date blank will leave a continuous rate mod that applies to every job under that service set until manually removed or an end date is set
- For Rate Modifiers that only effects the next 3 jobs - You will want to set the end date to the day of the last job you want effected, or the day after that job
PLEASE NOTE: when making a rate modification to a completed job, you'll want to be sure to verify the employees pay was adjusted properly. (This especially applies to MC users who pay Allowed Hours or Fee Split/Commission pay types.)
Also NOTE, if you do a rate modification after a job has been invoiced, you'll need to adjust the invoice in your QBO account, and make sure to collect the additional payment you are owed via your credit card processor, check or cash.