Set special rates for an account customer or a project to be used for all jobs on the project/account customer.
Set rates for an account customer
1. Open the account customer
Click on Accounts in the main menu and select account customers in the dropdown.
2. Click on the rates tab to enable rates
Open the rates tab under the map and click the enable rates button
3. Add the inventory items and set the rates
Click on the Add rates button to add inventory items and set the rates for the items.
4. Account customer rates on a job
These rates will be used automatically on all jobs created for this Account customer. If you enable rates on a project for the same customer the project rates will be used for jobs on that project. A notice above the job items will specify where prices are taken from
Set rates for a Project
1. Open the Project
Click on accounts and select projects, click on the project to open it
2. Click on the rates tab to enable rates
Open the rates tab and click the enable rates button. Enabling Project rates will disable account customer rates for all jobs on this project.
3. Add the inventory items and set the rates
Click on the Add rates button to add inventory items and set the rates for the items.
4. Use Project rates on a job
These rates will be used automatically on all jobs created for this Project. A notice above the job items will specify where prices are taken from
