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Part 6 – Add-On Modules
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The Flat Rate Repair (middle section of the form) contains the Description and your retail Flat Rate Price. The Repair
displayed here is, “850 RPM 1/6 Condenser Motor Replacement”. Also included in this center section is the total of
items Cost and total of the items Price. (The items are listed in the lower section of the form). Pricing calculation and
gross profit are also displayed here. In addition, if you wish the repair to be taxable in every invoice, click the “Tax.”
box. You may change your tax decision later.
The bottom section of the form contains all of the items that make up the actual repair. For instance, to replace the 850
RPM motor for your customer requires: 1) a motor, 2)a capacitor, 3)a small rain shield, and 4)1-1/4 hours of labor.
Step Three: Creating Categories
To add a Category, simply click your cursor in the blank category field (upper left-hand section). Enter the your
desired category name. (i.e. Control Board Replacement, Contactor Replacement, Gas Valve Replacement, etc.) In
the Sort field, enter a number that places this item.
Step Four: Creating Repairs
To add a Repair, first you must select (or add) a Category. Then, in the blank Repair field (upper right-hand section),
enter the name of the new repair. The repairs can also be sub-sorted by the Sort number.
Next, move the cursor to the Repair Description field in the middle section of the form. The description you enter here
will appear on your customers’ invoices. Click the Tax. Button if you wish the total price of the repair to be subject to
sales taxes. (you must set up Sales Taxes for this function to work during invoicing)
Last, determine the price you wish to charge your customers for this repair. There are three different methods for
calculating this retail price:
1.
You may price the repair at what you think the market will bear. Simply enter the price in the Flat Rate
Price field.
2.
You may let the system calculate the retail price by using the total of the repair items.
3.
You may let the system calculate the retail price by using your item costs, times a selected multiplier.
The method of calculation may be changed at any time.
Step Five: Enter the Items (that make up the repair)
To enter line items here, either click the Show Invoice Items button or double-click anywhere in the Items section.
Your Invoice Items form will appear on top of the Flat Rate Setup form. In the Invoice Item form, drill down through
the outline to the part, supply, or labor item you desire to add to the collection of Items in the Repair. Select the item,
its cost, price, quantity, and unit measure. Then, click the Add Item button to add the item. Continue this process until
you have entered all of the parts, supplies, materials, and labor items that make up the repair.
Step Six: Calculate the Retail Flat Rate Repair Price
Click the Calculate Retail Price button at the bottom of the form. (The system may have already calculated the pricing
for this repair) The system will enter the calculated price into the Flat Rate Price field in the center section, based on
one of the three pricing scenario methods in step four above. If you have selected the Cost Multiplier method, you can
adjust the multiplier to achieve any retail price you desire.
Note: Closing the Custom Flat Rate Pricing Setup form also calculates the retail price. Ensure that the price displayed
is your selected price before closing the form.
Note: Incomplete repairs (Repair Description blank, Repair Price blank, etc.) will not be printed in your Flat Rate
Pricing Books.
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