Please Note: The Labor Matrix/Level on the Vehicle profile will be applied first. If there is no vehicle Labor Matrix/Level set, the system will use the Customer profile Labor Matrix/Level. If there is no Customer Labor Matrix/Level, the system will use the Ticket Labor Matrix/Level. If no Matrix/Level is set, it will use the Shop Labor Rate.
To edit and configure Labor Matrices:
Click on "Configuration".
Click on the "Labor Levels & Matrices" tile.
To add a new Labor Matrix:
Click the "Add Labor Matrix" button.
To edit the % markup values for an existing Matrix:
Click on the Actions Menu (...) of the target Matrix.
Click "Edit Labor Matrix".
Edit the "End Values" per tier as needed.
Edit the "Markup %" per tier as needed.
Click the "Save" button when finished.
To remove tiers:
Click the target tier's Trash Can icon.
Click the "Save" button when finished.
To add additional tiers:
Click the "Add Tier" button at the bottom of the page.
Click the "Save" button when finished.
To Change the Name or Status of a Labor Matrix:
Click on the Actions Menu (...) of the target Matrix.
Click "Edit".
Edit the Matrix "Name" as needed.
Click the "Save" button when finished.
To activate a Matrix:
Click the Active toggle switch. (Green is Activated.)
Click the Green Check Mark to save.
To make a Matrix the Default:
Click the Default toggle switch of an Active Matrix. (Green is Activated.)
Click the Green Check Mark to save.
How to link your Matrices to Labor Levels and configure Labor Levels:
Switch to the Labor Level page by clicking "LABOR LEVELS" at the top
To add a new Labor Level:
Click the "Add Labor Level" button.
To edit an existing Labor Level:
Click the Actions Menu "..." and select "Edit".
To link your Labor Matrix to a Labor Level:
Click on the dropdown box under the "Default Matrix" column and select one of the Matrices listed.
To set a Flat Rate that differs from your Labor Rate:
Enter your Rate under the "Rate" column
Note: If you have linked a Default Matrix, you cannot set a Rate.
To activate a Level:
Click the Active toggle switch. (Green is Activated.)
To make a Level the Default:
Click the Default toggle switch of an Active Level. (Green is Activated.)
Click the Green Check Mark to save.
