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How to Add and Edit Custom Rates
How to Add and Edit Custom Rates

Create custom and default rates and use them in Jobs

Natalia Cholewa avatar
Written by Natalia Cholewa
Updated over a year ago

1. To set up custom rates, go to "Garage resources" and then the "RATES" tab.

Screenshot of: To set up custom rates, you need to go to "Garage resources" and navigate to the "RATES" tab.

2. The "Default Rate" set up for you. You can change the name or value of the rate. WERK8 uses this default rate to calculate the value of jobs that do not have another rate applied, and which have not been scheduled to a mechanic with a different rate.

Screenshot of: There is already the first "Default Rate" set up for you. You can change the name or value of the rate. You cannot remove the rate, as the system needs to default to calculate the value of jobs.

3. To add a new rate in the same type, click "+ ADD RATE"

Screenshot of: To add a new rate in the same type, click "+ ADD RATE"

4. Define the name and hourly rate and click "SAVE"

Screenshot of: Define name and hourly rate and click "SAVE"

5. The new rate will be displayed on the list

Screenshot of: The new rate will show up on the list under the type that was selected to

6. You can edit or delete the rate you have created.

Screenshot of: You can always edit or delete the rate you have created.

7. To create new types of rates, click "ADD TYPE"

Screenshot of: If you want, you can create new types of rates. To do that you need to click "ADD TYPE"

8. Specify the name of the type and first rate that will be part of this type.

Screenshot of: Specify the name of the type and first rate that will be part of this type.

9. The new Type will be displayed below the Garage rates.

Screenshot of: New Type will be displayed below the Garage rates.

See how to apply rates HERE

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