1. Navigate to your broker portal
2. Click "Network"
3. Click "Sites"
4. Go into the site via "action" icon
5. Click "Service Rate"
6. Scroll Down unil you find he correct Trade/Service
7. Click on the dropdown carrot on row "Vendor And team member Initiated Work Orders
8. Look for the service(s) listed under "services"
9. Here you can define what your billing type will be on the advanced scheduler
10. Click Save on each line
11. Click "BACK TO LIST"
12. Select your site(s) using the box on left then use the green advanced scheduler button
13.
14. Now setup your advanced work order. If you have different tasks at various sites please click "SITE SPECIFIC TASKS"
15.
16.
17.
18. Select "Apply"
19. Now you will see the correct billing type apply for client & vendor
20. For updating billing type via BULK UPLOAD please select the site(s) you want
21. Select bulk upload
22. Use the PER SERVICE bulk module
23. Select download filtered template
24. Add the proper billing method in columns "AJ" & "AK"
Made with Scribe