When your applicants are submitting Road Use, they are required to select a purpose of use. The relationship between an applicant selecting a purpose of use and your rate sheet allows for Tressl's automatic billing engine to create Initial Consideration, as well as ongoing monthly maintenance for a defined, or indefinite term.
The steps below will walk you through managing and updating both the Purpose of Use options available to applicants as well as updating your rate sheet.
Both of these items can be updated by navigating to your account settings, which are accessed by clicking on your Account Settings that are accessed through your avatar in the upper right corner of the screen.
By clicking on the Manage Client Inputs tile, you will be brought into the Manage Purpose of Use tab. Here you can add any specific terms as well as remove any that are not applicable in your specific area.
When you navigate into the billing rules, you are presented with a table that represents the Purpose of Use, rate, and the mapped path the specific line item from your rate sheet. You can edit, delete or add any Organizational Rate here for Initial Consideration, Monthly Maintenance, etc.
When adding a rate, you are presented with several options to help define how the rate is billed based on the Grantee selecting a purpose of use during project submissions.
When you are adding the definition to the fee you are adding, you will see a preview along the bottom of what will be billed, the rate it will be billed at, and any rules that will affect the rate (bridges, per KM, etc.).
Once all of the details of the new item are defined you will need to map/match with a purpose of use that you have available for Grantees to select.
*Note* Grantees are able to select any purpose of use, or add a custom purpose of use that may not have any defined fees associated with it, you will be able to modify their purpose of use, or generate a custom fee to ensure that billables are present.
You can update fees at any time, and manage their relationships