Adding Advanced Production Rate Options
The Advanced Options feature offers a range of customization options for each production rate. Each production rate will come with all options unselected by default.
1. Go to your Account Settings > Production Rates > Rate Categories section.
2. Select your category and then rate.
Scroll to the bottom of the rate to the Advanced Options section. A list of options will appear for you to select from.
Hide From Customer
When selected, the substrate will not appear on the quote for the customer to see. Hidden substrates can be identified with the black circle with an x inside.
Note: If an area only contains hidden substrates it will not be visible on the estimate. It will only appear on the work order.
Show Coats
When selected, the number of coats used for this substrate will show on the estimate for the customer to see.
Show Price
This option will show the individual price of the substrate on the estimate for the customer to see.
Use Custom Hourly Rate
Select this option if you want to use a custom hourly rate on the production rate (will override the estimate's hourly rate).
If you have any questions please reach out to our support team!