Overview

Service Pricing should be configured after identifying your service capabilities and defining your service levels. This setup allows you to create accurate estimates and invoices for your customers. You can create default price lists for your company and specific clients.


Setup Default Service Pricing

  • Click on the "Service Capabilities" tab in the ADMINISTRATION module.
  • Go to Pricing & Clients
  • If this is the first price list, click "New Price List".
    • Ensure the activation date is at least today's date.
    • Note the expiration date to control the validity of the price list.
    • Decide if the price list should apply to specific companies by checking/unchecking the "allow assignment to clients" box.
  • Click on the horizontal line (-) next to each product category to input pricing.
    • Indicate if it is a flat rate or an hourly rate by checking the "/hour" box.
  • Default pricing applies to most clients.
  • Prices can be associated with service options if configured at the service level.
  • Edit and add pricing for each Service Level based on the Service Capabilities selected.


Edit An Existing Price List

  • Click the "Edit Price List" sign.
  • Make the necessary changes and press "OK".
  • To edit any prices, click on the price in blue and change the amount.


Add A Client Price List

  • Ensure at least one Default price list is created.
  • Click the "New Price List" button.
  • Check 'Allow assignments to clients' > OK.
  • Set the terms and decide whether to copy prices from the Default price list > OK.
  • Select the "Clients" tab > Add Client... > Select clients to assign to the price list.


Add Labor

Labor can be added on a per-item basis in the work order from:

  1. The Parts & Labor section of the work item fulfillment screen (if labor is configured in the price list).
  2. The main work order screen is by clicking Add Parts under the Service Description tab then Add Labor (if "Allow vendor to pre-select parts & consumables" is checked).
  • Go to the Labor tab of the price list > click Add Labor > input required information (name and service code) > Save.
  • To default a price, click the blue line and input a number.
  • Adding labor must be done for each service capability needing it available to have different labor costs.


Add Parts Pricing

Parts pricing can be added by:

  1. Going to the Parts tab of a price list, select the part, and input a price.
  2. Go to the Products module > search for the part > All Parts filter > click the part name > Inventory tab > input a price > OK.
  • Bulk Edit and Import pricing:
    • Select parts > Bulk Edit and Import... in the Toolbox > Download File.
    • Fill out the Unit Sale Price column in the downloaded Excel file, save it, and upload the modified file.


Add Service Charges

  • Charges from the main order page can be added at the work order level.
  • To set up charges:
    • Go to the Service Charges tab of a price list > click Add Service Charge Type > input required information (name, unit, initial quantity) > Save.
    • Input prices by clicking the blue line for fixed or per-unit charges.