It’s important that you understand how rates work before adding them to quotes. If you haven’t used the rates system before please read the support article on how to set up your rates and work hours.
- To start, open up your quote from the list in the quotes module and click on the rates tab. Any rates already set up against the customer will be automatically shown.
- When adding a time item to the quote, the below options will appear when you click on the arrow next to time items:
NOTE: If the rates are not configured then only add item will appear in the drop-down menu.
- To edit the rates either click on edit rates or double-click on the highlighted rate.
- The rates screen also allows you to select either pre-defined rates from the central rates database or, if you click on custom, you can set a completely new rate. Any custom rate will only apply to this specific quote.