You are here:

Profile Rates

Profile rate tables allow you to set up rates for labor, parts, paintless dent, materials, and taxes for your , repair facility and claim office profiles.

Set Up Charge Category Discounts

Task	How to do it
The Discounts feature provides the ability for you to create, change, or delete pre-tax and charge category discounts in a profile.	To set up charge category discount in a profile Select Configure > Profiles from the menu bar. Select the profile, and then select Edit from the mini-toolbar. Click on the Rates link under Estimating. Click on the Discounts link under Rates. Enter the discount percentage value in the Rate % field for one or more Category types. Select Save or Save and Close from the toolbar.

Task

How to do it

The Discounts feature provides the ability for you to create, change, or delete pre-tax and charge category discounts in a profile.

To set up charge category discount in a profile

Select Configure > Profiles from the menu bar.
Select the profile, and then select Edit from the mini-toolbar.
Click on the Rates link under Estimating.
Click on the Discounts link under Rates.
Enter the discount percentage value in the Rate % field for one or more Category types.
Select Save or Save and Close from the toolbar.

Set Up Labor and Material Rates

Task	How to do it
The profile Labor feature allows you to enter labor rates for each labor and material charge categories. This feature also allows you to apply tax for each charge category.	To set up labor and material rates Select Configure > Profiles from the menu bar. Select the profile, and the select Edit from the mini-toolbar. Click on the Labor link. From the Labor/Material Charge Category pane, enter the dollar value in the Rate $ field for one or more charge categories. Select the tax type to apply to the charge category if applicable. Select Save or Save and Close.

Task

How to do it

The profile Labor feature allows you to enter labor rates for each labor and material charge categories. This feature also allows you to apply tax for each charge category.

To set up labor and material rates

Select Configure > Profiles from the menu bar.
Select the profile, and the select Edit from the mini-toolbar.
Click on the Labor link.
From the Labor/Material Charge Category pane, enter the dollar value in the Rate $ field for one or more charge categories.
Select the tax type to apply to the charge category if applicable.
Select Save or Save and Close.

Set Up Miscellaneous Charge Categories

Task	How to do it
The Miscellaneous feature allows you to create, change, or delete a miscellaneous charge category.	To set up miscellaneous charge categories Select Configure > Profiles, and the select the profile for the company you want to work with. Select Edit from the mini-toolbar. Click on the Miscellaneous link. From the Miscellaneous Charge Category pane, select the tax type to apply to the charge category if applicable. Select Save or Save and Close.

Task

How to do it

The Miscellaneous feature allows you to create, change, or delete a miscellaneous charge category.

To set up miscellaneous charge categories

Select Configure > Profiles, and the select the profile for the company you want to work with.
Select Edit from the mini-toolbar.
Click on the Miscellaneous link.
From the Miscellaneous Charge Category pane, select the tax type to apply to the charge category if applicable.
Select Save or Save and Close.

Set Up Parts Charge Categories

Task	How to do it
The Parts feature allows you to create, change, or delete a parts charge category, applicable taxes, and subtotal parts markup.	To set up part charge categories Select Configure > Profiles from the menu bar. Select the profile you want to work with, and then select Edit from the mini-toolbar. Click the Parts link. If you are creating a new table, then select Motorcycle or Vehicle from the Table Type droplist. From the Parts Charge Category pane, select one or more tax types to apply to each charge category. Select Save or Save and Close.

Task

How to do it

The Parts feature allows you to create, change, or delete a parts charge category, applicable taxes, and subtotal parts markup.

To set up part charge categories

Select Configure > Profiles from the menu bar.
Select the profile you want to work with, and then select Edit from the mini-toolbar.
Click the Parts link.
If you are creating a new table, then select Motorcycle or Vehicle from the Table Type droplist.
From the Parts Charge Category pane, select one or more tax types to apply to each charge category.
Select Save or Save and Close.

Set Up Taxes

Task	How to do it
The Taxes feature allows you to enter and apply taxes in a rate table.	To enter and apply tax rates Select Configure > Profiles from the menu bar. Select the profile, and then select Edit from the mini-toolbar. Click on the Taxes link under Estimating > Rates. Ensure the Use Tiered Tax option is unchecked. From the Taxes pane, select the Apply Tax checkbox for each tax type to enable it. Enter the tax rate percentage in the Rate % field. Select Save or Save and Close.

Task

How to do it

The Taxes feature allows you to enter and apply taxes in a rate table.

To enter and apply tax rates

Select Configure > Profiles from the menu bar.
Select the profile, and then select Edit from the mini-toolbar.
Click on the Taxes link under Estimating > Rates.
Ensure the Use Tiered Tax option is unchecked.
From the Taxes pane, select the Apply Tax checkbox for each tax type to enable it.
Enter the tax rate percentage in the Rate % field.
Select Save or Save and Close.

Previous | Next