Overview
Client-specific pricing (CSP) allows you to customize labor rates, including after-hours charges, based on individual customers. By setting up labor tasks and linking them to pricing rules and timesheets, after-hours labor can be calculated automatically and accurately on invoices. This guide walks you through how to configure these settings to ensure after-hours work is billed correctly using CSP.
Who uses this feature
Administrators and managers
Primarily for Commercial Service and Commercial Construction business types
Feature configuration
Account configuration is required to use client-specific pricing. Please contact Technical Support for details.
Things to know
Estimates are not linked to timesheets. To present after-hours labor in an estimate, manually add a labor task, adjust its quantity for hours worked, and set the rate.
Setup overview
To calculate after-hours using CSP, there are four key steps to follow:
Step 1. Create an after-hours labor service item in Pricebook.
Tip. You can either create separate labor service item in Pricebook with preset prices for each CSP rule or use one general task and set the rate directly within each pricing rule based on your needs.
Step 2. Create a labor type in Settings, where you add an after-hours labor task.
Step 3. Assign the labor type to the client-specific pricing rule under the Labor Rate tab.
Step 4. Apply the labor type in the timesheet on a job. When the corresponding rate sheet is applied to the invoice, the system will automatically add the labor task and calculate after-hours based on the defined rate and hours worked.
Step 1. Set up after-hours labor task
Go to the navigation bar and click Pricebook
. On the Services screen that opens, click +Add Service.
Fill in the code, name, and other relevant details.
Check the Labor Service checkbox.
When finished, click Save.
Step 2. Create a labor type
A labor type links your labor task to timesheets and pricing rules.
Go to the top toolbar and click Settings
.In the side panel, go to People > Payroll.
Under Global Settings, click Edit next to Labor Types.
On the Labor Type screen that opens, click Create Labor Type.
Enter a name and unique code for the labor type.
Select the newly created labor service from the Labor Service dropdown.
Check the box to make the labor type active.
Click the checkmark to save.
Note: Ensure that the labor item is marked as a Labor Service in the Pricebook for it to appear in the dropdown.
Step 3. Assign labor type to client-specific pricing rule
Define the hourly rate for after-hours labor through pricing rules.
Go to the navigation bar and click Pricebook
.In the side panel, go to Pricing Builder.
On the client-specific pricing screen that opens:
Click Create Rule to create a new rate sheet, or
Click More
in the Active column and select View/Edit Details to edit an existing rate sheet.
On the Create or Edit Client Specific Pricing Rule screen that opens, go to the Labor Rate tab.
Click +Add Labor Rate.
Click the Name dropdown and select the newly created labor item.
Enter the desired hourly rate.
When finished, click Next > Review > Save Rule.
Step 4. Apply labor type on the timesheet
Open the job you want to apply the rate to.
Add a new timesheet record.
Add labor type to the timesheet record.
When a labor type is assigned to a timesheet, the corresponding task is automatically added to the invoice. The rate from the client-specific pricing rule is applied and multiplied by the hours worked.
For example, you set a $20/hour rate for after-hours work, and add 1.5-hour timesheet to a job, the system automatically adds the after-hours labor task and calculates:
1.5 hours × $20/hour = $30
The invoice shows the labor task with a quantity of 1.5 and a unit price of $20, totaling $30 for the after-hours work.
Tip. If your pricing rule includes drive time, and the Charge for Drive Time box is checked, it will be included in the calculation. Otherwise, the calculation only applies to hours worked.