How to apply Custom Rates in the Task

1. Open the Job Detail page. Under the task tab you will see a "Billing Rate" dropdown next to Planned Duration.

Screenshot of: When you create a task in the task detail you will see a "Billing Rate" dropdown next to Planned Duration.

2. By default, for a new task that has not been scheduled and assigned to a mechanic, your Default rate is applied. To change the rate for the task, click on the dropdown.

Screenshot of: By default Standard rate is applied. To change it, click on the dropdown.

3. Select the rate you want from the dropdown

Use THIS article if you want to find out how to add a new rate

Screenshot of: In the dropdown, you can see all the rates created in the garage resources grouped by type >>link: check it how to do that here<<

4. When a task has been scheduled, the rate for your mechanic is applied. Open the list of rates to see this option in the drop down list.

Screenshot of: Once the task is scheduled, the list of rates is extended by the rate of the mechanic that the task is scheduled to.

5. When you select a different rate, the cost of the task is recalculated using the new rate that you selected. For example, if you assign a rate of "Insurance", that rate will be applied to the work irrespective of which mechanic you schedule the task to.

The cost of the job automatically recalculates every time a new rate is applied.

Screenshot of: The calculation for the task, and ultimately for the job, is based on the currently defined rate for the task.

Your garage has a Default Rate. When a task is scheduled to a mechanic, the Default Rate is replaced with the rate of the mechanic. If you unschedule the task, the Default Rate is used. Unless you specifically override Default Rate with another selected rate (e.g a new rate that you created for Insurance work), Default Rate is used to calculate invoices.