What's the easiest way to tie specific billing role / rate to specific client?
I have two clients that have different base rates and I feel like I am spending a lot of time when I enter ticket time selecting the billing rate (selecting work type makes sense though). Is there a way to set the default for each client? These clients are unlimited hour contracts so I tried to set up a contract for that but it still picked the wrong billing role so I think I might be using that feature wrong. Thanks!
3 Replies
I've looked at this issue as well. My best solution (however I have not used it with a real client) is to set them with the base number. Then when doing the final eom add thier discount to the bill. Plus that shows the customer your normal rate, AND how wonderful you are for giving them such a discount OR how much of a discount their getting for being on a contract.
Billing Roles are generally based on the person performing the work and won't often change E.g Technician, Senior Technician, Sales
Work Types define the actual work and what multiplier it attracts E.g Remote Support 1x, Onsite Support 1.5x, Travel 1x, Remote Support (After Hours) 2x etc.
You can override the Billing Role rate and Work Type multiplier at a contract level for each client when set to 'Per Hour' (see image)
However, if these clients are on an Unlimited contract, why do you need to specify the Billing Role and Work Type?
Thanks for the response that makese sense but I created an interesting situation for myself with the different base rates. I figured I was probably using the Billing Role rate and multiplier incorrectly... They are both unlimited contracts however dependning upon the kind of work there is a different multiplier. I suppose I can create a multiplier to make it with one base rate and then change the multiplier as needed. Unless I am further complicating it hmm