This Help File Page was last Modified on 03/23/2019
•The Employee must be assigned the Type of Technician (or All) before you can access the Rates tab.
•See the Employee Form - Technician Updates and the General Maintenance Service & Miscellaneous Options chapters for complete information on how to properly establish a Technician for the Service Tracking System.
❑Enter the Pay Rate(s) and Bill Rate(s) and the related Description(s) for this Employee.
•Locate the Employee record to which you want to assign Rates.
•Click on the Rates tab.
Employee Form - Rates tab
➢Note: Your keyboard's Insert (to start a new entry on this tab), Delete (to remove an existing entry on this tab); plus the Ctrl+S combination (for Save) is also implemented.
•Click the Icon on the dedicated Navigation Menu located below the Rates tab
✓Description - Enter a Description (of Work) for this Rate.
✓Pay Rate - Enter the Employee's actual Pay Rate.
✓Bill Rate - Enter the Employee's normal Billing Rate related to this Description of Work.
▪Consider defining a "Warranty" Pay Rate for the Technician which would have the appropriate Internal Pay Rate but a Bill Rate of $0.00
▪In this manner, when Completing a Service Request, the "Cost" and "Hours" of Labor that was required may be properly tracked and a No Charge Invoice could be sent to the Subscriber indicating what was done, but that there would be was no charges to them.
•Click the Icon to record this entry.
✓Repeat as appropriate.
❖Consider creating a "Warranty" Pay Rate for the Technician which would have the appropriate Internal Pay Rate but a Bill Rate of $0.00
❑Copying Rates to Selected Employees:
•If you enter Rate information that is appropriate for several other Technicians, use the Copy Rates to Selected Employees function.
•Click the Copy Icon on the dedicated Navigation Menu located below the Rates tab
✓Selected - Check the appropriate Employee Name(s) in the Select Employees dialog.
Select Employees dialog