Cost Markup Price Rules
If you use ServiceTrade's item cost tracking feature, you can keep track of the standard costs for items that you frequently use, and also for the costs of nonstandard items that you purchase and use on a one-off basis on quotes and jobs. With our new cost markup price rules feature, it's now possible for you to use that cost information to automatically drive the prices that you charge to your customers for those items.
The cost markup rule feature not only allows you to apply a given markup to the cost of your items, but it also allows you to apply different markup percentages for items that have higher or lower cost. This allows you to, for instance, charge a high markup on items that don't cost very much (and which therefore have a high amount of admin overhead relative to their price), but a lower markup to more expensive items.
To create markup rules on a contract, edit that contract's prices, then open the rules drawer on the right side of the page, and click the Markups tab. Enter as many cost threshold / markup percentage pairs as you wish.
You should add a final rule with no cost threshold to capture all items whose cost is higher than the highest cost threshold that you created. To view your cost markup rules, simply view the contract:
Now, whenever you create a quote or a job that includes items that have costs, these markup rules will be applied UNLESS there is a per-each price rule for those items.
Please see this support article for more information about managing contract price rules.
Only Job Assets on Blank Paperwork
If you use ServiceTrade's blank paperwork feature to create paperwork PDFs with your asset information prefilled, you may have noticed that all assets at the location are filled into your paperwork, regardless of whether those assets are associated with the job for which you're generating paperwork. For instance, if you are performing a repair job on a particular alarm device at a location that has many alarm devices, when you generate paperwork for that job, information about ALL that location's alarm devices will be prefilled onto your paperwork, even though on this job you're only working on one specific device. This can be make it difficult to use the paperwork for this job to record work on just this one device.
To address this need, it's now possible to use your blank paperwork PDF files' custom metadata fields to instruct them to use only the assets associated with a particular job. To make use of this feature, add a metadata entry to your blank paperwork PDF with a name of onlyJobAssets and a value of 1 (the number one), then upload that PDF file into your library of blank paperwork. Now any jobs that use that blank paperwork rule will prefill only assets associated with services on that job, not the entire location's assets.