Creating Global Rates
Global rates create consistent pricing across all customers and services. This ensures accuracy in estimates, prevents manual errors, and helps technicians and dispatchers quickly find and apply the correct rates.
Who this is for
Admins or managers responsible for setting up companywide labor, parts, or service pricing.
What you’ll learn
- How to navigate to the Global Rates settings page
- How to create a new rate category
- How to add individual rates and descriptions
- How to manage and view existing rates
- How technicians use global rates during estimates or invoicing
Before you start
- Must have Admin permissions
- Confirm standard pricing for each service you offer
- Decide which rates should apply to all customers
Quick Summary (TL;DR)
- Go to Platform Settings → Global Rates
- Click New Global Rate
- Add a Category Name and Description
- Add each service with name, description, and price
- Click Create to save your new category and rates
Step-by-Step
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Navigate to Platform Settings → Global Rates.
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Review your existing Active and Archived Rates.
Tip: Scroll left and right to view all columns, as rate descriptions can be long.
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Click New Global Rate.
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Enter a Category Name (for example: Suspension and Steering Services).
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Add a Category Description that summarizes the types of work covered.
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Begin adding your Individual Rates.
- Example: Air Suspension Replacement
- Add a Description (e.g., Replace defective suspension bag and inspect air lines).
- Enter a Price for this service.
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Continue adding rates within this category (e.g., Shock Absorber Replacement, Steering Alignment, etc.).
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Once complete, click Create.
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Verify the new rates appear and are selectable by your Technicians and Dispatchers in Service Orders, Estimates, and Invoices.
Troubleshooting
| Symptom | Likely Cause | Fix | Prevent |
|---|---|---|---|
| Rate not visible for techs | Not marked as Active | Edit the rate and activate it | Review all new rates after creation |
| Price not saving | Missing required field | Check all fields before saving | Use the Create form checklist |
| Duplicated rates showing | Category created twice | Archive duplicates | Keep a shared rate reference sheet |
| Techs selecting wrong rate | Category unclear | Add better descriptions | Use consistent naming conventions |
FAQs
Can I have different rates for different customers?
Yes. Global rates are defaults, but you can override them in individual customer profiles.
Can I edit an existing rate?
Yes. Click on the rate name, adjust the details, and save.
Can I archive rates I no longer use?
Yes. Archived rates remain stored for recordkeeping but are hidden from technician selection.
Do changes affect existing estimates or invoices?
No. Updates only apply to new work after the rate change.