Pricing rules
The purpose of pricing rules is to persist the pricing agreements relative to your organization as a whole, your clients or properties.
Service pricing
- Services are priced based on the task category.
- When omiting the 'task category', the rule applies to all task categories.
- When creating a task, the pricing rules are evaluated and the hourly rate, call out fee and deducted work time fields are set automatically.
| Field | Description |
|---|---|
| Category | Task category that the rule applies to (may be omitted to enforce the rule for all categories) |
| Hourly rate | Hourly rate for the specified category |
| Call out fee | Call out fee for the specified category |
| Deducted work time | Call out fee may cover a unit of time that should not be billed. Specify hours and minutes to deduct |
General (Organization)
- Settings may be modified in the organization settings view under the section Pricing.
- Organization pricing rules define the rules that apply whenever no other 'more specific' rule is available.
Client and property
- Settings may be modified on the respective company or property card.
- Property pricing rules override the company pricing rules and company pricing rules override the organization's pricing rules
Summary
Pricing rules are evaluated in a hierarchical order and the most specific rule is applied. The order is as follows:
- Sub-property has a pricing rule set for the specified task category.
- Property has a pricing rule set for the specified task category.
- Property has a pricing rule set for the specified task category.
- Property has a 'default' pricing rule set.
- Client has pricing rule set for the specified task category.
- Client has a 'default' pricing rule set.
- Organization has a pricing rule set for the specified task category.
- Organization has a 'default' pricing rule set. This is also set automatically when registering an account as a fallback option.