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Many industries use Flat Rate items to specify a pre-established price for a service being performed which includes both parts and labor. ServMan supports the use of flat rate components and includes a standard import allowing the import of a flat rate “book” that you have purchased from a third-party provider.
In addition to price control a flat rate solution also provides a means of managing technician productivity by allocating Labor hours to a task. Then, by tracking the time it takes a technician to actually complete the task we can manage their Billable Efficiency. The number of hours allocated to a task in your flat-rate setup used by the ServMan Technician Performance Report to as "Billable Hours". Factoring the actual time to perform the task against this value then provides us with a technicians billable efficiency.
Flat-rate items are a type of item setup in the software. In addition to assigning pricing and estimated hours you can allocate specific material requirements in the form of a Bill of Materials hat will be included when ever the item is used. The components may optionally be adjusted during use by your users.
Flat-rate items are NOT supported when using Pricebooks.
Flat rate selling prices are typically imported from flat-rate providers, however, the software provides a flat-rate recalculation procedure allowing you to maintain pricing internally.
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Field |
Description |
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Flat rate Provider |
If imported - the provider it was imported from. |
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Materials |
Total Materials cost. The material cost can be imported or updated based on the Bill of Materials set up for the item. Use the Recompute Flat-rate prices to update this value. |
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Labor Hours |
The number of Billable hours allocated for this item. this value will be credited to your technician on the Technician Performance report. Used to calculate billable efficiency and determine selling price for the Flat Rate item. |
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Number of Helpers |
If helpers are REQUIRED entered here |
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Skill Level |
A Skill level, often imported and not related to ServMan skill sets. This value is referential only. |
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Tax |
Tax that was included in the imported or calculated price. |
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Labor Rate |
The Labor Rate used to determine the Flat Rate selling price. |
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Helper Rate |
The labor rate used to determine the Flat Rate selling price. |
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Pricing levels |
You can have up to four pricing levels for standard, preferred one, preferred two or after hours rates. Additionally you can have pricing for Flat rate codes when charged in conjunction with another code as Additional Repair. |
Depending upon your business rules and workflow, you may choose to check the "Use Item's Time Estimate" checkbox found on the Reporting Tab of the item master file. Checking this checkbox affects ONLY reports that report this particular item.
If you'd like to populate predetermined materials or codes to an order when using a Flat-rate code you can optionally add any number and quantity of each by using the Flat-Rates components tab.
Referring to the screen below note that you can apply a default Flat Rate pricing level of Standard, Preferred 1 or 2, to a client Job record. Any orders performed under this job record will default to this pricing level on your orders. See the screen below for where this is set.
If a default price level is not preset the system will prompt the user for the level when using the code on an order. Additional options, when using flat-rate codes on orders is the ability for a user to override the default flat-rate components by selecting the Load Component Check Sheet, outlined below.
Flat-rate items are displayed in RED on your order detail section.