In the Ecotrak system, there are two areas where service providers will set their Rates and Terms. The first section is under the Service Provider's Profile settings. These Rates and Terms work as the default rates and terms for all connected customers. The second section is under the Customers module. This article will walk you through both processes.
Setting Up Default Rates and Terms under Service Provider Profile
Step 1: Navigating to the Profile Module
After logging into your Ecotrak account, you will land on the main dashboard page. From here, locate and click the Configuration tab found in the left menu bar, and then click on Profile.
On the Profile page, navigate to the Rates and Terms tab.
Step 2: Rates and Terms Tab
After clicking on the Rates and Terms tab, it will show the required fields that need to be set up. The sections below are the breakdown of your rates and terms.
Operating Hours
Preferences
Journeyman Hourly Charges
Material Markup
Warranty Per Work Order
Payment Information
Step 3: Edit Rates and Terms
Click the edit button to add/update the following:
Operating Hours
Click +Add More Hours to add more items.
You can fill out the Opening and Closing hours by clicking on the small clock icon.
Once you are done setting up your opening and closing hours, you can click on the drop-down for Days and select the day of the week.
You can also remove the items by clicking on the -Remove button at the leftmost side of the page.
Preferences
Fill out the Rate Configuration Name box and click on the Currency drop-down to select your preferred currency (USD, CAD, MXN, JMD).
Journeyman Hourly Charges
The Journeyman Hourly Charges are broken down into six sections. You can fill out the required fields with your hourly rates for Regular Time, Overtime, Double Time, Travel Time, Trip Charge, and Truck Charge. If you don't have a specific hourly rate, you may put in "0" or "$0".
Helper Hourly Charges
Similar to the Journey Hourly Charges, the Helper Hourly Charges are also broken down into six sections that you can fill out.
Material Markup
The Material Markup can be updated by clicking on the +Add More Ranges button to show the required fields.
You will be able to enter your Start and End range as well as the Percent Markup.
Similar to the Operating Hours, you can also add more items by clicking the +Add More Ranges and remove items by clicking the -Remove button.
Warranty Per Work Order
If you have a warranty for your work orders, you can fill out the Labor Terms and Parts Terms. Click on the drop-down button right next to each box to select between Day(s), Week(s), or Month(s).
Payment Information
Lastly, you can enter your payment information, which is broken down into Payment Terms and Preferred Payment Method. Similar to Warranty Per Work Order, you can also click on the drop-down button right next to the Payment Terms box to select between Day(s), Week(s), or Month(s).
For the Preferred Payment Method, you can select between Check or Electronic Funds Transfer (EFT).
Lastly, just below the Payment Information is the Additional Information field where you enter additional rates and terms information.
Step 4: Save Settings
Once you have filled out all the required Rates and Terms information, click the Save button to apply the changes.
Setting up Customer-Specific Rates and Terms
Step 1: Navigating to the Customers Module
After logging into your Ecotrak account, you will land on the main dashboard page. From here, locate and click on the Customers module found in the left menu bar, and go to the Customer Management tab.
Click the Customer ID to select the customer whose rates and terms you need updated.
After selecting the customer, navigate to the Rates and Terms tab.
Step 2: Rates and Terms Tab
In the customer's Profile page, click on the Rates and Terms tab to show the required fields that need to be set up. The sections below are the breakdown of your rates and terms.
Operating Hours
Preferences
Journeyman Hourly Charges
Material Markup
Warranty Per Work Order
Payment Information
Step 3: Edit Rates and Terms
Click the edit button to add/update the following:
Operating Hours
Click +Add More Hours to add more items.
You can fill out the Opening and Closing hours by clicking the small clock icon.
Once you are done setting up your opening and closing hours, you can click the drop-down for Days and select the day of the week.
You can also remove the items by clicking on the -Remove button at the leftmost side of the page.
Preferences
Fill out the Rate Configuration Name box and click the Currency drop-down to select your preferred currency (USD, CAD, MXN, JMD).
Journeyman Hourly Charges
The Journeyman Hourly Charges are broken down into six sections. You can fill out the required fields with your hourly rates for Regular Time, Overtime, Double Time, Travel Time, Trip Charge, and Truck Charge. If you don't have a specific hourly rate, you may put in "0" or "$0".
Helper Hourly Charges
Similar to the Journey Hourly Charges, the Helper Hourly Charges are also broken down into six sections that you can fill out.
Material Markup
The Material Markup can be updated by clicking on the +Add More Ranges button to show the required fields.
You will be able to enter your Start and End range as well as the Percent Markup.
Similar to the Operating Hours, you can also add more items by clicking the +Add More Ranges and remove items by clicking the -Remove button.
Warranty Per Work Order
If you have a warranty for your work orders, you can fill out the Labor Terms and Parts Terms. Click on the drop-down button right next to each box to select between Day(s), Week(s), or Month(s).
Payment Information
Lastly, you can enter your payment information, which is broken down into the Payment Terms and Preferred Payment Method. Similar to Warranty Per Work Order, you can also click on the drop-down button right next to the Payment Terms box to select between Day(s), Week(s), or Month(s).
For the Preferred Payment Method, you can select between Check or Electronic Funds Transfer (EFT).
Lastly, just below the Payment Information is the Additional Information field where you enter additional rates and terms information.
Step 4: Save Settings
Once you have filled out all the required Rates and Terms information, you can hit the Save button to apply the changes.