1. From the left side menu select “Settings”.

2. Once it opens up, select “Technicians” from the top menu.

3. You will then be able to see a list of all of the technicians you have added. Select the one you want to work on.

4. Once you have selected your technician’s profile, select “Finance”. There, scroll down to the “Special Rates” section.

5. You will have three different options to select. You can set up a special rate per hour, meaning that if the technician completes a job at the hour(s) you select on this special rate they will get a different flat dollar rate or percentage. You can also add this rule per Job Type, which means that if they completed a job for a specific Job Type, they will get a different flat dollar rate or percentage. And you can also set it up by Job Source, which means that their flat dollar rate or percentage per job completed with said Job Source will be different to the rest.

Please note: You can create as many rules as you need to.

6. As always, once you’re done, don’t forget to click on “Save” at the top right corner of the screen.

How to Assign Custom Fees to a Technician

1. From the left side menu select “Settings”.

2. Once it opens up, select “Technicians” from the top menu.|

3. You will then be able to see a list of all of the technicians you have added. Select the one you want to work on.

4. Once you have selected your technician’s profile, select “Finance”. There, scroll down to the “Fees” and “Custom Fees” sections.

5. Under the Fees section you have the option to add a standard fee for payments with Credit Card, Check, or Cash. If no fee should be added, just leave the percentage at 0%.

6. To add a Fee all you have to do is fill in the info. Select whether you want this to be a flat dollar rate or a percentage and then select the amount. Don’t forget to click on “Save” at the top right corner after you’re done.

7. If what you want is to add a Custom Fee, for example a fee made to your technicians per every job they get, then go to the “Custom Fees” section and fill in the info. Assign a name to this Custom Fee so it’s easier to identify. Select whether you want this to be a flat dollar rate or a percentage, put in the amount, and select who should be playing for it (technician or company). You can add as many Custom Fees as you need to.

8. As always, don’t forget to click on “Save” at the top right corner of the screen once you’re done.

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