Contract
1. From the nav menu, select Customers under Organization.
2. Use the search function or select the customer from the list.
3. From the middle menu, select Contract.
4. Edit the existing contract or select the Add Contract icon to create a new one.
5. Name the contract.
6. Select the date calendar icon to input the date. NOTE: If choosing a date other than the current date, this will impact shift billing for shifts from that date onwards.
7. Select from the dropdown to choose between shift and monthly billing.
8. Select the Add Rule icon.
9. Name the rule.
10. Select the Hours Threshold field and type the minimum that constitutes this type of day. Use additional rules to breakdown half days, travel days, etc. NOTE: Overtime is a separate rule in the next step.
11. Use the Add Overtime Rule to add overtime instructions.
12. Select the Hours After field. Anything after that interval are billed as overtime.
13. Click Save to submit the contract.
Agent Tiers
Agent tiers are useful pricing structures to for billing purposes to mitigate the redundancy of multiple agent single-entry billing.
1. From the nav menu, select Settings under Organization.
2. Using the middle menu, select Agent Tiers.
3. Edit a preexisting agent tier with the edit icon or use the Add Agent Tier icon to create a new one.
4. If creating a new one, name it and provide a description for the type of work or agent that is in this tier.
5. Select Submit to add the agent tier.
Pricebooks
Pricebooks is where you edit pricing and billing rates for whatever customers use that pricebook. You can have as many pricebooks as necessary, even one per customer if they have different billing rates for the same agent tier.
1. From the nav menu, select Pricebooks under Finance.
2. Select the Add Pricebook icon.
3. Name the Pricebook. If using it for multiple customers that have similar billing for agent tiers and rates, you can provide those notes or customer names in the Notes field.
4. Enter the information and select Submit to save the pricebook.
5. From the pricebook, add the customer or customers that reference that pricebook. Save that and the date.
6. From the middle menu, select Agent Tiers.
7. Use the Edit icon to add rates for the agent tier in this pricebook. Leave not applicable tiers and rates blank.
8. Select the calendar date field to input the date the pricebook will go or has been in effect.
9. Input the rates and prices for each field.
10. Select the Submit icon the save these changes.