Charge each person at their own rate

A charge rate is what an hour of someone's work costs the customer. Each one is a labour rate on your price list, such as Electrician at $110 an hour or Apprentice 2nd year at $65. When you invoice a job, each person's hours go on at their own rate.

If you set no charge rates, nothing changes. A job's hours go on one labour line at your business's labour rate, as they always have.

Set up the rates

Each rate you charge needs to be a labour item on the price list, charged by the hour. Go to Resources, Price list and add one for each trade or level, such as Electrician, Apprentice 2nd year and After hours. See The price list.

Set a person's charge rate

Only an owner can do this.

1. Go to People, Crew and click the person.
2. Under Charge per hour, choose their rate from the price list.
3. Press Save.

Choose Business default labour rate to go back to the rate in Settings, Invoicing.

The charge rate sits next to their Cost per hour. The cost is what an hour of them costs you. The charge is what you bill for it. Only owners see either one.

You can also ask the assistant, such as "Charge Jess at the apprentice rate". It shows you the change before anything is saved.

Change the rate on one entry

Sometimes one shift is charged differently, such as an after-hours call-out, or an apprentice working as a tradesperson for the day.

1. Open the time entry from Work, Timesheets, or from the job's Time & costs tab. You can do this as you add time, too.
2. Under Charge at, choose the rate for this entry.
3. Press Save correction, or Add time for a new entry.

Choose Their usual rate to go back to the person's own rate. The office and owners can change the rate on an entry.

The rate on an entry is only for invoicing. It does not change the pay code in the payroll export.

What goes on the invoice

Each entry's rate is worked out in this order:

1. the rate set on the entry
2. the person's own charge rate
3. your business's labour rate

Then the hours are added up into one line for each rate. For example, a job might have Electrician for 4 hours and Apprentice 2nd year for 4 hours. The dearest rate comes first.

A rate that has been taken off the price list is skipped, and the next one in the list is used.

Bill everything at one rate

When you press Invoice this job on a job with charge rates, you choose how to charge the hours:

• Each person at their own rate shows the lines you will get.
• Every hour at one rate puts all the hours on one line at the rate you choose.

Press Make the draft invoice. It is still a draft, so you can change any line before you send it.

Charge against cost

On a job's Costing card, owners also see Labour by person. It shows each person's hours, what they were charged at, what they cost and the difference. The office sees the job's costing but not this table, because it shows what each person costs.