Add Services

Modified on Fri, 21 Jul, 2023 at 11:27 AM

Menu > Admin Options
Open Rate Card
Click Search and check the Rate Card item doesn't already exist
(If you want to add another rate for an existing item, don't duplicate it – ask us how to add Rate Cards)
Click Add to open the New Rate Card Item pop-up
Enter your Rate Card Item details, ensuring the bold required fields are completed
Click Save

Each Service Record contains the following information:

Service Detail		Description
Category		Group similar types of services using the Category. For example, all 3D services could be categorised as '3D'
Service		This is the unique code you give to each Service. It can be anything, but shorter is better, as it will be used in lots of reports. We suggest no spaces and all upper-case, but this is optional. Often, our customers will use the AICP code for this - but you are free to use whatever you wish. We personally think it works best if you have something human-readable (eg "FLAME" or "OFFLINE") rather than a code which might be harder to remember. Please Note: Once saved, Service Codes cannot be amended
AICP		If you're a member of AICP, you can enter your AICP Category here
Unit		The unit type of the service. Typically this would be Hour, Day, Week or Each.
Status	Available	This Rate Card Item can be selected in Quotes, Bookings, and Billing
	Hidden	Prevents this service from being added to future Quotes or Jobs, but will not affect any current Projects already using this Service.
	Deleted	Stops this Service from being used with immediate effect. This will affect current projects as you will not be able to save any Quote, Job or Invoice using this Service.
Labels		Comma-separated labels can be entered to flag the service for certain use. Not currently in use, this will be updated in future.

The following fields are unique to each Rate Card. If you have more than one Rate Card, these fields can be different on each card. For example, if you have a UK and a US rate card, the rates might be different; or if you have a Rate Card for Projects in India, the description may be written in another Language.

Rate Card Detail	Description
Description	Description of the service that, by default, will be shown on the Quote & Job costing lines
GL Code	General Ledger, or Nominal Code, is the Accounting Code that links your service to the correct Account in your Financial Software. You may use the same Code for multiple services, or each Service may have their own. Your Accountant team will provide you with these.
Unit Price	The Rate Card Price you will charge for this Service, and that will be used by default when Quoting or Billing. You can apply Discounts or Markup to most services.
Department	A Department is a distinct administrative unit within your company. These are generally used to separate out procurement budgets and/or staff specialisms.
Profit Centre	An office location in which work can take place, or where resources/artists are based.
Tier 1	These fields store the net cost incurred for providing this service. Most of our customers use Tier 1/2/3 to track rates for Junior, Mid-Level and Senior artists respectively, but you can re-purpose them to suit your own requirements. By adding these costs, you are able to perform a very quick profit and loss estimate at the time of bidding. Often, when bidding, you will not know which specific artists you plan to use on the Project, but you might well know which "tier" they will likely come from, depending on the complexity of the work to be done. NOTE: These costs are only really used when bidding. When it comes to scheduling you can enter the real rates of the Artists you are using. However, these rates are used as a basis for the default costs when configuring artists services - see Artist Rates. Depending on configuration these fields may not be present, or replaced with the Cost column (see above).
Tier 2
Tier 3