How to Set up Labor Rates and Assign to Customers

Modified on Thu, 10 Oct at 4:19 PM


1. Under the Administration settings, click "Labor Rates".




2. Click "Add Labor Rate"




3. Click the Labor Rate Code * field and enter the Labor Rate Code name. Then, click the Description field and enter the description that will appear in the labor rate options.




4. Click the "Labor Rate" field and enter the desired labor rate.




5. The Overtime Rate and Premium Rate can be automatically calculated by using the Multipliers feature. Alternatively, you can manually enter these amounts according to your specifications.




6. Click "Save"




7. Navigate to the Customer program under the Accounting section and click "Customers"




8. Search for and select the correct customer to assign the labor rate to.




9. Click "Edit"




10. Click "Rates"




11. Select the appropriate labor rate from the drop-down menus for Road, Shop, and PM labor rates . If different rates apply to different departments, you can select distinct labor rates for each one accordingly.




12. Click "Save"



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