Once you have created a Maintenance Proposal and added Assets to the Inventory List you can review and adjust Service Prices on the proposal.
This article will walk you through reviewing and adjusting service prices on a Maintenance Proposal.
Reviewing and Adjusting Service Prices
- On the Navigation Bar, click Maintenance Mgmt.
- Search and select the relevant Maintenance Proposal.
- Click the Service Pricing tab.
- If you have already added Assets to the Inventory List, the Service Pricing will autofill based on your system settings.
- You can make adjustments to the Service Pricing Matrix. You can review Service Pricing Column and Field Definitions here.
- Once everything looks good, click Save.
Adjusting Service Prices using Maintenance Pricing Factors
Maintenance Pricing Factors is a feature that allows you to set up your pricing factors for Maintenance Proposals. To select a Pricing Factor for a maintenance job, navigate to the Job Setup Info tab and click the Location Pricing Factors drop-down menu.
If you are an Admin and want to create a Location Pricing Factor, navigate to Maintenance Pricing Factors under Maintenance Mgmt in the System Settings. The Maintenance Pricing Factors Settings menu allows you to modify and set a variety of input fields, including street rates, margins, labor class costs, default labor classes, and more.
Modifying Asset Type Ratings Tables
Modifying an Asset Type's Ratings, Age, Operating Hrs, and Condition Factors can affect the pricing factor on the Service Pricing Matrix. To learn more about modifying Asset Type information, review our Asset Type Manager article.
Service Pricing Column and Field Definitions
Below are the definitions and functions of the Service Pricing Menu.
| Column | Description |
| Qty | The quantity of the assets of that type. |
| Assets | The Asset Type and Name. |
| Ovr | Ovr = Override. Checking the box will allow you to override the total seasonal hours for each asset. |
| Lbr. Fact |
The Labor Factor for this asset. This acts as a multiplier for the labor hours. So for example, if you enter 1.2, this would increase labor hours by 20%. |
| Four Seasons | The seasonal (Spring, Summer, Fall, and Winter) quarterly maintenance per asset. It is broken down by quantity and labor hours. |
| #Coil Cleanings | The number of coil cleanings for this asset. |
| #Filter Chng | The number of filter changes for this asset. |
| #Belt Chng | The number of belt changes for this asset. |
| Planned Labor | The planned Labor Total cost for all seasonal quarterly maintenance on the asset and is broken down by Tech Labor rates (A Tech, B Tech, C Tech, D Tech, and Helper.) |
| Planned Material |
The Planned Material cost for filters, belts, and parts for the asset. Filters, Belts, and Parts material cost is populated from the Assets tab within the Asset Inventory Menu and edited within the Asset Entry Menu. Any changes to those costs must be changed there. Combustable and safety gear cost must be modified in the Asset Type's Rating Table by an Admin. |
| Service Programs | The cost of service programs for each asset. Each service program can be modified in System Settings in Agreement Services Provided under Maintenance Mgmt. |
| Top Menu Options | Definitions |
| Include Filter Materials | Unchecking this box means the customer plans to cover the cost and provide the filters for this service. |
| Include Belt Materials | Unchecking this box means the customer plans to cover the cost and provide the belts for this service. |
| Include Part Materials | Unchecking this box means the customer plans to cover the cost and provide the parts for this service. |
| Round to 15 Mins | Clicking this button will round down the labor hours for services to the nearest 15 mins. |
| Material Factor | The Material Factor for all materials. This acts as a multiplier for the cost of materials. |
| Material Cost | This field represents the potential cost (risk) of replacement. This does not override your total material cost. |
| Sell Amount (1) | The Price of the Materials. |
| Labor Factor | The Labor Factor for all assets. This acts as a multiplier for all assets. |
| Labor Cost | This field represents the potential cost (risk) of additional labor. This does not override your total labor cost. |
| Sell Amount (2) | The Price of Labor. |
| Rows | Definitions |
| Total Assets | The totals for all assets. |
| Cost Per Mile | Selecting this will calculate travel costs per mile. |
| Per Trip Charge | Selecting this will calculate travel costs per trip charge. |
| Enter hours from above that are Overtime | Here you can enter any of the hours for Tech Types that will be overtime. |
| Enter hours from above that are Double-Time | Here you can enter any of the hours for Tech Types that will be double-time. |
| Calculated Sell Price | The calculated sell price for each Service Program. |
| Override Sell Price | Here you can override the calculated sell price. |
| Gross Margin | The gross margin for each service program in percentage. |
Printing and Exporting Service Prices
To print a .pdf of the Service Prices:
- Click the Print Button.
- Click Print.
To export and .xlsx spreadsheet of the Service Prices, click the Export Button.