Topic

Learn more about creating different labour charge-out rates per customer in Tradify.

This can easily be done by adding additional pricing levels and assigning the corresponding rates to your billing rates. In this article, we'll run you through how to do this for a VIP customer group.

Instructions

1. Navigate to Settings > Pricing Levels.
2. Select New Pricing Level.
   
   
   
   
3. Give the pricing level a name and set the desired mark-up % against it. In this example, we created the pricing level VIP.

   Important Note: The markup percentage will be used to calculate your sell prices on price list items that are using the pricing method "Calculate prices using purchase cost + markup". 
   

4. Next, head over Settings > Billing Rates. (take note of how the new pricing level is showing with $0.00 against each billing rate). 
5. Open each Billing Rate and enter the relevant rates for the new pricing level.
   
   
   
   Once you've updated these, it will look similar to this:
   
   
   
   
6. Now that you're billing rates have been updated, you can go-ahead and use these when entering timesheet entries for the respective customer(s).

Assigning the pricing level to a customer

If you would like to take things a step further, you can also assign the relevant customers to the pricing level. This means, the customer will always incur the rates set out under the pricing level (for both billing rates and price list items). 

1. Navigate to the main Customers page.
2. Search for and select the relevant customer.
3. Scroll down to Financial Information.
4. Locate the Pricing Level field and use the drop-down to assign the relevant pricing level.

From here on, whenever you create a job, invoice, or quote for the customer, Tradify will automatically assign the pricing level to the job or document.

Additional Information

See here for more info on timesheets: Create Timesheet Entries From the Timesheets page on Tradify Web