How To Add A Per Task Rate Type

1. Click on the Menu icon on the top left corner

2. Click "Services & Rates"

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