Create and maintain the flat rates charged for various types of services. These flat rates may be created by your company or imported from approved flat rate pricing firms.
The Start Kimmons1 File Import function allows Flat Rate data to imported from Profit Strategies' Kimmons1 type files.
Flat rates for changing a filter, installing a water heater, etc.
When a Flat Rate Category is imported into a Work Order (by clicking the Import Flat Rate button in the Work Order viewer), default costing entries will be made to the Labor and Inventory tabs, while the pricing (revenue) amounts will be made to the Other tab.
You can add your own custom flat rates to those imported from a flat rate service.
Note that the following records must be configured correctly in order for the flat rate import to work correctly:
Technician: the Location Id must be filled in with his or her default stocking location (e.g., a truck or warehouse).
Job: The Sales Tax Group field (if not exempt for this Client) must be completed.
The main or header screen provides the basic information pricing for this flat rate category.
The Labor, Material, and Inventory screens provide the detailed information used for costing and billing for this category. Click on the following links to see view detailed information about each tab.
Material Tab Labor Tab Inventory Tab
Main Tab
Flat Rate Id:
A unique Id for this Flat Rate. This field is required.
Description:
A brief description. This field is optional.
Imported:
This display-only field will be checked if this flat rate category was imported from a flat rate pricing service.
Group:
The Group to which this category belongs (for reporting and look-up purposes).
Manufacturer:
The manufacturer of the major equipment used in this category (e.g., Carrier, Trane, etc.).
Est. Hrs:
The estimated hours required to complete this category.
Pretax Price: (levels 1-9)
The pretax price of this category and price level. This is the field that will be used to set the revenue amount for invoicing.
Taxable Amount: (levels 1-9)
This field defines the amount of the price that is sales taxable (e.g., the materials). The tax on the invoice will be calculated by multiplying the taxable amount by the sales tax rate(s) defined in the Sales Tax Group in the Job record.
Sales Tax: (levels 1-9)
The sales tax (if any) applicable for this category. This field is set when flat rates are imported but is not used by Data-Basics software. Instead, the tax on the invoice will be calculated by multiplying the taxable amount by the sales tax rate(s) defined in the Sales Tax Group in the Job record.
Price: (levels 1-9)
The price (including tax) for this category and level. This field is set when flat rates are imported but is not used by Data-Basics software.
Cost Category:
When a Flat Rate is imported into a Work Order, this field will provide the default Cost Category for the revenue lines generated to the Other tab. Typically, a Cost Category of Type Other or Material would be used. Note that this field will be used in conjunction with the Job’s tax status to determine the sales tax (if any) included on the invoice.
When a Flat Rate is imported into a Quote, this field will be used to set the default Cost Category on the Scope tab.
Scope of Services:
If this Flat Rate is imported into a Quote, this field will be used to set the Quote’s Scope of Services field on the Scope tab.
Flat Rate User1: Flat Rate User2:
These user defined fields may be used for any additional information your firm wishes to maintain.
Obsolete?
If this field is checked, the record is considered Obsolete, and it may not be directly specified during data-entry (either by entering the Id or selecting it from a list). Obsoleted records can be edited and the Obsolete option can be un-done when necessary. When you check the Obsolete field, the following message box will be displayed:
“You have elected to obsolete this record. Would you like to see existing references to this record?”
If you click Yes, the system will display a viewer that provides click-through access to all tables referencing this record: see References List for details.
Security Id: Date Created: Date Changed:
These display-only fields are maintained by the system.