Reviewing and Adjusting Service Prices on Maintenance Proposals

Derek Torres
Derek Torres
  • Updated

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 Service Prices

  1. On the Navigation Bar, click Maintenance Mgmt.
  2. Search and select the relevant Maintenance Proposal.
  3. Click the Service Price tab.
  4. If you have already added Assets to the Inventory List, the Service Pricing will autofill based on your system settings.
  5. If everything looks good, click Save. If you need to make adjustments continue to the next section.

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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.
Service Programs The cost of service programs for each asset.
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.

 

Adjusting Service Prices

  1. On the Navigation Bar, click Maintenance Mgmt.
  2. Search and select the relevant Maintenance Proposal.
  3. Click the Service Price tab.
  4. Watch the video below to learn how to make adjustments to your service prices:

 

Printing and Exporting Service Prices

To print a .pdf of the Service Prices:

  1. Click the Print Button.
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  2. Click Print.

To export and .xlsx spreadsheet of the Service Prices, click the Export Button.
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