How to assign 'Job Specific Rates' to an individual job

Setting a Job Specific Rate does not retrospectively change sale items already added (e.g. materials or timesheets). We recommend setting specific rates up before work begins or charges are added.

Step 1: Open the Job you want to apply special rates to

1. Select Jobs

2. Select All Jobs

3. Find and open the relevant Job

Step 2: Open Job Specific Rates

1. Scroll down on the Job card

2. Select Job Specific Rates, Markup/Margin

Step 3: Set Markup or Margin for Sale Items

1. Tick the boxes next to the Sale Items you want to apply rates to

2. Enter the % for either Markup or Margin
   

Step 4: Set Default Labour Charges

1. Tick Default Labour Charges if you want to set a default Sell Rate, Markup, or Margin for all labour and timesheet entries against this Job

Step 5: Set hourly rates for specific users (optional)

If you need different rates for individual team members:

1. Tick Set hourly Labour Rate for specific users on this job

    

2. Select Add User Rate

    

3. Select the User

    

4. Select the Labour Rate (e.g. for a Custom Rate, enter the Buy Price and Sell Price)

    

5. Repeat for additional users as needed

    

6. Select Save

Step 6: Confirm your rates have been applied

To verify all rates are in place:

1. Navigate to Charges

2. Select Sections View

3. All Job Specific Rates will be visible here, confirming they have been applied to the Job.