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 Rate: The premium internal hourly cost for work outside of standard hours (e.g., 30.00).
• Standard Start / End: Define the engineer's standard working day window (e.g., 08:00 AM to 05:00 PM).
• Public Holiday: The special hourly cost applicable for recognized Bank Holidays.
• Travel Percent: Adjusts the active rate for travel time. (e.g., Setting this to 50% will calculate travel cost at half the active labor rate).

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.