Rates

The Rates tab allows you to set labor rates, tax rates, and adjustments. Adjustments can be negative (discount) or positive (markup).

The Rates tab is divided into two sections. The first is used to set labor and tax rates, the second allows you to set adjustments. Labor rates are defined as per hour or unit of labor. Tax rates are applied to the total of parts or labor. Adjustments can be positive (markups) or negative (discounts).

Items that are not applicable should be left blank. To specify that an item should never be included in an estimate (such as an item that is not covered by the insurance carrier) set the Rate to “0” (zero).

ClosedTo set rate and adjustment guidelines

  1. From the Main window, click Profiles.

The Manage Profiles window appears.

  1. At the bottom of the window, under Profile Operation, select Add New Profile.
    Or, find the profile you want to change and select Change This Profile.
  1. In the Rates (per hour/unit of labor) section, enter the guideline amount for each item. All rates are in dollars except for tax rates, which are percentages. In either case, you can use a decimal point to indicate fractional values such as 7.75.
  2. In the Adjustments (enter - if discount) section, enter the guideline amount for each item. All adjustments are percentages. Indicate discounts with a minus sign (–).
  3. Click Save.

Reference

ClosedRates Component Descriptions

Rates

Body

The dollar amount guideline for body labor, other than Body Structural.

Frame

The guideline for frame labor, in dollars.

Refinish

The guideline for refinish labor, in dollars.

Mechanical

The guideline for mechanical labor, in dollars.

Glass

The guideline for glass labor, in dollars.

Electrical

The guideline for electrical labor, in dollars.

Body Structural

The guideline for structural body labor, in dollars.

Diagnostic

The guideline for diagnostic labor, in dollars.

Part Tax %

The tax rate guideline applied to parts, expressed as a percentage.

Labor Tax %

The tax rate guideline applied to labor, expressed as a percentage.

Adjustments (enter -  if discount)

New Parts %

The guideline for adjustments applied to new parts, expressed as a percentage. Negative values indicates a discount, positive values indicate a markup.

Used Parts %

The guideline for adjustments applied to used parts, expressed as a percentage. Negative values indicates a discount, positive values indicate a markup.

Windshield %

The guideline for adjustments applied to the windshield, expressed as a percentage. Negative values indicates a discount, positive values indicate a markup.

Tempered %

The guideline for adjustments applied to tempered glass, expressed as a percentage. Negative values indicates a discount, positive values indicate a markup.

Display Options (Administrator Edition)

Read Only

Select the Read Only check box to prevent the profile from being changed. This setting can be made only by the Estimate Review Administrator.

Hide Profile

Select the Hide Profile check box to hide the profile sub-tabs from view.

Hide P-Pages

Select the Hide P-Pages check box to hide P-Page information from view.

Exceptions Only

This display option is available only for users with Administrator privileges.

Auto Review Only

This display option is available only for users with Administrator privileges.