In BigChange, you can set specific financial information for each job type, including rates and invoice line items. This allows for granular control over job margins, enabling you to set these parameters not only for job types but also for individual customers.
This article will guide you through the process of setting up job rates in BigChange.
Navigating to Job Types
To set up job rates, follow these steps:
- Select the [Top menu] Account Settings icon.
- Select Settings.
- In the side menu, select Schedule.
- Select Job types.
You will find the rates under the Financial tab for each job type, where you can set up multiple rates for the job type.
For example: you may have 1 rate for Monday - Friday 8am - 6pm and another rate for Weekends.
- Financial tab
- Rates tab
- Pre existing rates
- Add a new rate
Selling price
Job type fixed price + (Job type hourly rate x Job duration)
Cost price
Resource hourly rate x Job duration
Travel line item:
Selling price = (Driving hourly rate x Travel time) + (Driving rate per mile x No. of miles)
Cost price = (Resource hourly rate x Travel time) + (Vehicle cost per mile x No. of miles)
Key:
- Driving hourly rate = job type rate field
- Driving rate per mile = job type rate field
- Vehicle cost per mile = field within vehicle used on the job
- Resource hourly rate = field within resource profile
- Job type fixed price/Hourly rate = job type rate fields
- Job duration (Actual) = Start time to Completion time
- Travel time (Actual) = On The Way time to Start time
- No. of miles (Actual) = distance travelled between selecting On The Way and Start Job
Additional Settings
Please note: the durations & distances will be planned OR actual; the durations can also be rounded up or down by a designated no. of minutes - both options can be set in: Job type > Financial tab > Rates.Conclusion
Setting up job rates in BigChange allows you to manage your job margins effectively. By following the steps outlined in this article, you can ensure that your financials are accurately configured for each job type. For further assistance, refer to the BigChange Help Centre or contact support.
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