Set Up Your Parts and Services
Service Provider users with Manager permissions have access to the Administrative Tools section under the Admin tab. This article will cover the Service Customization and Parts Customization sections for the Customize Your Database Administrative Tools.
This is an area where users can customize standard service pricing such as updating labor rates, labor hours, shop supplies, hazardous and miscellaneous charges, etc.
If you have admin permissions, you can view and edit the 16 different Skill Levels and their Hourly Labor Rates from the Labor Rates for Skill Levels screen within the Admin Tools.
Each Skill Level along with its Hourly Labor Rate can be dedicated to specific jobs. For example, if your location has different rates for your body shop or transmission work, you can add skill levels for both.
Users can then enter line item operations from estimates and directly apply the correct Skill Level along with its Hourly Labor Rate for that line item.
Labor Hours – This is where users can specify percentage markup over SRT time for their location. Users with the correct permissions have the ability to update the labor time markup (in %) of the standard repair time, which is a set of labor hours adopted across the industry (can either be set by OEM or other industry authority). They also can update the labor time rounding information (to 0.1 hour, half hour, hour or no rounding at all) and labor time rounding direction (upwards or nearest). After making these adjustments, be sure to select “Save Changes” and then the “Customize Your Database” button in the upper right-hand corner to return to the previous page.
Shop Supplies, Hazardous & Misc. Charges
Users with admin permissions can apply shop supply fees or hazardous waste fees to labor, parts, or both for your location from the Edit Shop Supplies and Hazardous Waste Charges screen.
This includes the fee percentage, minimum charge, or maximum charge.
To enter or update sales tax:
- From the menu bar, click Admin, then click Customize Your Database.
- From the Service Customization section, click Shop Supplies, Hazardous & Misc. Charges.
- On the Edit Shop Supplies and Hazardous Waste Charges screen, select where to apply the fees and enter the fee amounts for shop supplies and hazardous waste.
- To save your changes, click Save Changes.
Additional Charge Categories
Additional Charge Categories – This is where users can add any additional charges for their location.
Using the “New Additional Charge Category” button, users with the correct permissions are able to add a new category.
Here they are able to update the name of the additional charge, along with enabling or disabling it, and the sales tax for this particular category. Be sure to select “Create” afterward and then select “Additional Charge Categories” to see the list of categories.
This is an area where users can customize parts pricing by price code and by simple pricing
Pricing by Customer or Price Code
- The user can set up specific pricing by customer or by price codes once they click on the link.
- If users have different prices for specific customers, this screen will allow users to add them.
For example: different labor rates for Motor Home Customers
- Click ADD NEW.
- Users will need to enter the pricing source name; however, for the type and description, users can leave those fields blank if they do not have any information to populate here.
A description will help to describe in more detail what the pricing source name is and will benefit other users when seeing this screen.
If a user’s location has specific back counter pricing, the user can add this for their location.
This allows for better pricing when adding parts to the cases.