My Company - Rep Labour Rates

Administrator Guide: Configuring Engineer Rates (Internal Costs)

Location: My Company > Current Employ / User

Automation requires data. While the Global Rate Card handles your customer-facing sales prices, you must define the base cost for each engineer individually to track your internal profit margins accurately.

1. Defining Base Costs and Hours

• Standard Rate: The internal hourly cost to the business during normal working hours (e.g., 20.00).
• Overtime: The percentage applied to the Standard Rate for work outside of standard hours (e.g., 150 for Time and a Half).
• Public Holiday: The percentage applied to the Standard Rate applicable for recognized Bank Holidays (e.g., 250 for Double Time and a Half).
• Travel Percent: Adjusts the active rate for travel time. (e.g., Setting this to 50% will calculate travel cost at half the active labour rate).
• Standard Start / End: Define the engineer's standard working day window (e.g., 08:00 AM to 05:00 PM).

2. Weekend Rules

• Sat / Sun Overtime: Check these boxes to flag Saturday or Sunday as "Overtime all day." This ensures the Overtime Rate is applied to every minute of work on these days, regardless of the time on the clock.

3. Advanced Rate Rules

• Initial Rate Lock: Controls cost continuity for jobs spanning across rate periods.
  • Unchecked (Default - Dynamic): Costs are calculated precisely. If a job crosses from Standard to Overtime (e.g., 5:00 PM), the cost rate changes mid-job.
  • Checked (Locked): The system locks in the rate active at the start time for the entire duration. If a job starts at 4:00 PM (Standard), the Standard Rate applies to the whole job, even if it finishes at 7:00 PM.
• Public Holidays: If a job date falls on a Bank Holiday, the system automatically prioritizes the Public Holiday rate for the full duration, overriding all standard and overtime settings.