How do I add a rate to a contractor?
Add, Update And Manage Rates Against A Contractor.
Please ensure you have first set up the relevant rate card template. You can read more about this here.
- Should you be using a simple rate card template without dimensions, contractors will have the opportunity to add rates when they are setting up their services
- Once these services are set up, or if you are using a more complex rate card, contractors won't be able to update their rates and this will need to be done internally
- To do this, users can head to the contractor view screen and select the Billing tab
- From here, they will see any existing rates that have been set up, or they can add a new rate
- When selecting Add Rate, users will see a form appear where they can add a name for the rate, and choose whether it should be enabled or not
- At the top of the form, they will also be able to see which template is being used
- Should users need to set rates for assistant engineers, they can toggle this on here too
- From here, you can select a currency for the rates
- You can continue to add values against each variable and hit Save once you're happy with the form
- The new rate will then be visible under the Rates section
