Pricing rules
The purpose of pricing rules is to persist the pricing agreements relative to clients or assets.
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 enfore 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 separately. Specify hours and minutes to deduct |
General (Organization)
- Settings may be modified in the organization settings view.
- Organization pricing rules define the rules that apply whenever no other 'more specific' rule is available.
Client and asset
- Settings may be modified on the respective company or asset card.
- Asset pricing rules override the company pricing rules and company pricing rules override the organization's pricing rules
Summary
Pricing rules are evaluated in the hierarchical order and the most specific rule is applied.
The order is as follows:
- Asset has a pricing rule set for the specified task category.
- Asset has a 'default' pricing rule set.
- Company has pricing rule set for the specified task category.
- Company has a 'default' pricing rule set.
- Organization has a pricing rule set for the specified task category.
- Organization has a 'default' pricing rule set. (Set automatically when registering an account - It is mandatory to have it set as fallback)