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.
This is where users can add variable or fixed labor rates for specific skills or operations and the labor rate per hour for each skill or operation for their location. Users with the correct permissions have the ability to update the description field to something like Engine/Door along with the hourly labor rate to something like 140.00. Be sure to select “Save” after making these changes and then use the “Labor Rates” and then the “Customize Your Database” button in the upper right-hand corner to return to the previous page.
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
Shop Supplies, Hazardous, and Misc. Charges – This is where users can apply fees to labor, parts, or both for their location. Users can apply shop supply fees to parts, labor, both, or none. Users will also have the ability to enter the shop supplies fee percentage itself, along with the minimum charge and the maximum charge.
They are able to do the same under the Hazardous Waste section. After making these adjustments, be sure to select “Save Changes” and then the “Back” button in the upper right-hand corner to return to the previous page.
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.