C

Gorelo•12mo ago•

5 replies

czarthur

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!

Solution

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?

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