This guide is useful for anyone who needs to add rates for equipment tasks and wants a clear, concise guide to follow.
1. Click "Product & Services"
2. Click "Services"
3. Click "Rates & Assignees"
4. Click "Equipment Task T&M"
5. Click "+Rates"
6. Click "Select Trade" and choose a Trade
7. Click "Select Trade Service" and choose a Service
8. Click "Select Task" and choose a Task
9. You can keep this as a generic rate or select the second option to assign the Rate to a Client, Site or a Vendor specifically
10. From the Resource Type field you can choose from multiple options
11. If you select the Resource Type as a Site, the next field you can see is a Site Name. Click on the field and select from all the Active Sites
12. Click "Select Assignee Type" and select an Assignee type. You can select either a Vendor or a Team Member
13. Click "Select Vendor" and select a Vendor from the dropdown list
14. Select a Priority
15. Select an Item Name under the Regular Rate type
16. Select an Item Name under the Overtime Rate type
17. Select an Item Name under the Double Rate type
18. Scroll down and click Save
19. The newly created Rate Type should appear at the top of the list as highlighted in the screenshot here
