Go to ->More -> List Management -> Quotes, Jobs, & Invoices -> Tasks: New Task Pricing Method - Formula
Select a task and modify the task or add a new task
Choose formula as the Pricing Method
Under Current Pricing select "Add" to add a formula or select the ellipsis on an existing record to view the history and/or make changes.
On and existing formula once in the history to make a change click the ellipsis to get the options to modify or delete.
Use the codes section to help set up formulas, click on the codes to copy.
For more information on how to make these formulas and what the codes mean, please go to the Codes section of this article
Once you have your formula in click validate to see if your formula will work
If your formula is not quite right you will get a prompt of things to check
Need more room to work, click the box with the arrow sticking out to open the note in a larger format
When complete, click OK to save when exiting
How to create formulas
Codes
There are several different kinds of codes here, so let's break them down for you
<QTY> - This is for the quantity of an item. If you want to price items out per each, you would use this one.
<DIST> - This is for the distance traveled (in miles) in estimate. This is useful for when you have a travel cost and want to charge the customer for milage costs to recoup gas money. NOTE: This is calculated from the office to job site, not job site 1 to job site 2 if you have a tech out for multiple jobs during the day.
<EDT> - This is for the drive time if you want to charge per hour driving instead of per mile. NOTE: This is calculated from the office to job site, not job site 1 to job site 2 if you have a tech out for multiple jobs during the day.
<EDT%> - This is for the drive time plus an additional percentage. This one is useful if you want to charge a premium on the drive time. NOTE: This is calculated from the office to job site, not job site 1 to job site 2 if you have a tech out for multiple jobs during the day.
<LT> - This is Lead Tech On Site Time as a task. What this means is that if you want to charge a premium for the lead tech's time for an individual task, you can do it using this code.
<LR> - This is Lead Tech On Site Time Rounded as a task. This means that it rounds to the nearest hour and charges a premium for the lead tech's time for an individual task using this code.
<LX> - This is Lead Tech On Site Time as a Ticket, or for the job. This means that for the ticket, or job, you can charge a premium for the TL's time per ticket using this code.
<LY> - This is Lead Tech On Site Time Rounded as a Ticket, or for the job. This means that for the ticket, or job, you can charge a premium for the TL's time rounded to the nearest hour per ticket using this code.
<AL> - This is Additional Tech On Site Time as a task. What this means is that if you want to charge a premium for an additional tech's time for an individual task, you can do it using this code.
<AR> - This is Additional Tech On Site Time Rounded as a task. This means that it rounds to the nearest hour and charges a premium for an additional tech's time for an individual task using this code.
<AX> - This is Additional Tech On Site Time as a Ticket, or for the job. This means that for the ticket, or job, you can charge a premium for the additional tech's time per ticket using this code.
<AY> - This is Additional Tech On Site Time Rounded as a Ticket, or for the job. This means that for the ticket, or job, you can charge a premium for the additional tech's time rounded to the nearest hour per ticket using this code.
Making a formula
Now that we know what each code means, we can put them together to make a formula.
Let's start with a small example to get started:
You want to charge $0.20 per mile driven for a job with a flat $20 rate for simply needing to drive in the first place, your Standard formula would look like this:
(<DIST> * 0.20) + 20Now, that we have a simple one, why don't we try one that's a bit more complex:
You want to charge $0.05 per mile driven with a driving rate of $10 per hour, your Standard formula would look like this:
(<DIST> * 0.05) + (<EDT> * 10)Still not too bad, so let's do one that's a fair bit complex:
You want to charge $20 for the Lead Tech to be on site (Ticketed) and we will round it, we also want to add an additional tech with site time but tasked out for $8 an hour, we also want to charge $25 per hour driving with a $0.10 mile charge. That's a lot, but don't worry, we got this. It would look like this:
(<LY> * 20) + (<AR> * 8) + (<EDT> * 20) + (<DIST> * 0.10)Generally, the order of things doesn't matter. You can change the order of any of these examples, and it would work just fine.
It just acts like a calculator with auto filling variables. Remember PEMDAS(Parentheses,Exponent,Multiplication,Division,Addtion,Subtraction) and you should be fine. If something is acting funny, put it in parenthesis and you should be able to fix the issue. If you are really lost, you can contact support and we would be more than happy to help you figure this out.