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SM module - Incorporate billable rates for Standard Items added as MISC items during agreement setup

When applying standard items to a service line on an agreement you can insert a cost but not a billable rate to the customer. I understand the assumption is the billable rate will be worked into the periodic, agreement or TOS rate for the line item however sometimes customers need to see these rates broken out separately from the inspection price.

It would be easier to just apply a billable rate to these items during setup rather than creating an entirely new line on the agreement to accommodate the customers' needs.

This would result in a WO scope created with a chargeable standard item at the specified billable rate (not one that comes across as non-billable).

  • Veronica Healey
  • Jun 27 2017
Company Troy Life & Fire Safety Ltd.
Job Title / Role Implementation Manager
I need it... 1 month
  • Attach files

Dear Viewpoint Suggestion Box contributor;

We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

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