What are rate groups?
Rate groups are broader categories that segment different types of rates incurred during a project according to your business needs.
Rate group examples:
Materials - could contain the pricing set for various materials used to complete a project.
Labour/Operative - could include the costs assigned to operatives for the jobs they’ve performed.
Charge - could include the costs you will charge your client after the project is completed.
Adding and managing Rate groups
How to add rate groups:
Click the Settings button from the main navigation panel on the left.
Click the Rates tab.
Click the Add Rate Group button.
Input the name of the Rate Group and click the Add Rate Group button
Rename a rate group
How to rename a rate group:
Click the Settings button from the main navigation panel on the left.
Click the Rates tab.
To rename a rate group, navigate to the desired group, click the three dots next to it, and select the 'Rename' option.
Delete a rate group:
How to delete rate groups:
Click the Settings button from the main navigation panel on the left.
Click the Rates tab.
To delete a rate group, navigate to the desired group, click the three dots next to it, and select the 'Delete Rate Group' option.
Click the Confirm button.
If your rate group has rate sets that have been or are being used in projects, then you will be unable to delete the rate group.
Click the Chat to Us button.
⚠️ Please contact our customer support team before proceeding to delete a rate group, as removing rates can greatly impact your organisation's data. We will need to run checks within your account before deleting any rate groups.