Using rate types and labor rate cards

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Use rate types and labor rate cards to define different cost rates for different activities recorded by field service agents.

    Rate types

    When multiple rate types are enabled for Field Service Management, agents can select active rate types when creating time worked entries. Active rate types can be selected in the Rate Type field on:
    • Time worked records
    • Time cards
    • Labor rate cards
    • The Worker Portal

    The Standard rate type is the default value for the Rate Type field.

    The time recording feature provides the following rate types:
    • FSM Billable Overtime
    • FSM Billable Standard

    System administrators can create additional rate types by navigating to Time Sheets > Administration > Rate Types and clicking New.

    Labor rate cards

    The time recording feature provides the following labor rate cards:
    • FSM Rate Card Task Work (Billable)
    • FSM Rate Card Task Work OT (Billable)
    • FSM Rate Card (Default)

    System administrators can create additional labor rate cards using rate types. Navigate to Cost > Costs > Labor Rate Cards and click New.

    Enable multiple rate types

    To enable multiple rate types for Field Service Management:
    1. Navigate to Time Sheets > Administration > Time Sheet Policies.
    2. Click the desired time sheet policy. By default, the system uses the Default time sheet policy.
    3. Enable the Allow multiple rate types field.
    4. Select a Default rate type. The default value for this field is the Standard rate type.
    5. Enable the Auto create time card on planned task update field.
    6. Enable the Auto fill time card with time worked entries field.
    7. Click Update.