Editing Global Rates
Over time, rates may change due to labor costs, inflation, or shop updates. Editing global rates ensures your pricing remains accurate and prevents technicians from using outdated rates.
Who this is for
Admins or managers responsible for maintaining pricing accuracy and keeping rate categories up to date.
What you’ll learn
- How to find and edit existing global rates
- How to update rate descriptions and prices
- How to archive entire categories or individual rates
- How to add new rates to existing categories
- How to confirm changes reflect for technicians and dispatchers
Before you start
- Must have Admin permissions
- Know which rate category or item you want to update
- Confirm that changes won’t affect open estimates or invoices
Quick Summary (TL;DR)
- Go to Platform Settings → Global Rates
- Find and click Edit on the rate or category
- Update details or add new rates
- Archive rates you no longer use
- Click Save and verify the update
Step-by-Step
- Navigate to Platform Settings → Global Rates.
- Scroll to find the Category you want to modify.
- Click the Edit button on the far right of that category.
- Choose one of the following actions:
- Archive Category – Removes the entire category from use.
- Update Description – Adjusts the overall details of the service group.
- Add New Rate – Adds an additional line item to the category.
- Archive Individual Rate – Makes a specific rate inactive but keeps it for recordkeeping.
- To add a new rate, click Add Rate, then enter:
- Rate Name (e.g., Wheel Alignment Check)
- Description (e.g., Inspect alignment and correct deviations)
- Price (e.g., $150.00)
- Click Save or Commit to finalize changes.
- Verify your changes:
- New rates appear at the bottom of the category list.
- Archived rates are grayed out and marked as archived.
- Technicians and dispatchers will no longer see archived rates when building estimates or invoices.
Troubleshooting
| Symptom | Likely Cause | Fix | Prevent |
|---|---|---|---|
| Edit button not visible | Insufficient permissions | Ask a MetaFleet Admin for access | Limit edits to Admins only |
| Changes not saving | Missing required fields | Double-check all inputs before saving | Review data before submission |
| Archived rate still showing | Cached data | Refresh browser or clear cache | Confirm system sync after changes |
| Wrong rate archived | Mis-clicked item | Reopen category and reactivate | Double-check before confirming archive |
FAQs
Can I unarchive a rate or category?
Yes. Go back to the archived list, open it, and toggle it back to active.
Will editing affect current work orders or invoices?
No. Changes only apply to new work created after the edit.
Can I rename a rate without affecting reports?
Yes, but be consistent—renaming affects future jobs but not historical records.
Can technicians see archived rates?
No. Archived items are removed from their selection list immediately.