By following the provided steps, users can easily assign rates to specific tasks for clients, sites, or vendors.
1. Click "Product & Services"
2. Click "Services"
3. Click "Rates & Assignees"
4. Click "Per Task"
5. Click on the blue button "+ Rates" on the top right corner
6. Select a Service
7.
8. Select a Task
9.
10. This is a generic rate type. You can also make this Rate Type for a Client, Site or a Vendor
11. Click this radio button.
12. To assign this Rate Type to a particular Client, Site or a Vendor select a Resource Type. If you select Site under the Resource Type you should see a field to select the Site Name. After selecting a Site Name, you should select a Assignee Type. If you select Vendor under Assignee Type you should also select a Vendor Name and select a Priority
13. To assign this Rate Type to a particular Client, Site or a Vendor select a Resource Type. If you select Client under the Resource Type you should see a field to select a Client Name. After selecting a Client Name, you should select a Assignee Type. If you select Vendor under Assignee Type you should also select a Vendor Name and select a Priority
14. Under Preventive Maintenance Rate make sure to select an Item Name, add a Client Per PM Task Rate and a Vendor Per PM Task Rate
15. Under On Demand Rate make sure to select an Item Name, add a Client Per PM Task Rate and a Vendor Per PM Task Rate
16. Scroll down and click "SAVE"
17. Your newly added Per Task Rate Type should be visible on top of the list
