Setup

Description

Fuel Cost Setup

Fuel Surcharge

Establish rating to support a Fuel Surcharge that can be refenced when creating invoices, revenue items, etc.

Item Code Setup

Establish the codes that determine which general ledger accounts affected during account transaction generation.  Item codes link to an order by direct assignment, through Revenue Group Setup, through Service Code Setup, and through Rate Plan Setup records.

Labor Type Setup

Set the Item Code for each labor area that affects rating. You can also control if the type is associated to a Sales Team Split by setting the corresponding flag.

Local Service Type Setup

Local Service Unit Type Setup

Establish service units to determine the anticipated crew and equipment needs on a Local Services request. This information is utilized in dispatching through Local Dispatch and computing rating data for Job Costing and Import Actuals.

Point to Point Rating

Enable this feature to determine rate eligibility based on the origin and destination locations of an order.

Rate As Option

Enable overtime and double rates for crew. You can configure the Rate As feature to automatically apply the rates on and they can be pulled in manually through Import Actuals when billing, invoicing, or performing other revenue-related activities.

Rate Matrix Setup

Use this setup to create Rate Matrix records used to compute rates based on one or two order attributes.  Link defined matrices to Rate Plan Setup records.

Rate Plan Setup

Define the actual rate percentage applied in rate calculations with this setup, which includes setting rates (regular, overtime, and double), along with specifying the Rate Type and Rate Matrix, and effective dates. The Rate Plan is assigned to orders and determines the rates applied to revenue items (Item Codes).

Rate Schedule for Labor

Establish rates (regular, overtime, or double time) based on the day of the week and the time of day. The application utilizes this feature when the Apply Regular, OT and Double Rates flag is set within the Rate Type Setup.

Rate Type Setup

Use this setup to define the values available within the Rate Type field, which is assigned to rates in a Rate Plan and directly through the application.  Rate Type records determine rate quantity labels within the application and on invoices, along with setting a divisor value used to reduce an amount prior to rate computation, and whether overtime and double rates apply (enabling the Rate As Option).

Rate As

Use the Rate Type Setup to enable Rate As Option functionality, as controlled through the Apply Regular, OT and Double Rates flag.